AI lead recovery dashboard for a service business

Veteran-owned | Managed lead recovery for service businesses

Turn missed calls into qualified, trackable revenue.

Soto Response connects to the phone and CRM you already use, responds while intent is high, routes the right callbacks, and records the next action.

Find my lead leaks for $97Estimate the opportunity

Instant text-back

Qualified callbacks

Cleaner CRM

The recovery loop

Three outcomes. One accountable next step for every lead.

The workflow is designed around observable operations, not a generic chatbot. Each stage has a trigger, a guardrail, a human handoff, and a number to improve.

Respond

Instant text-back

A missed inbound call becomes a live conversation while intent is still high.

  • Trigger only from an inbound call or approved lead source
  • Reply from the business number in under 60 seconds
  • Suppress duplicate texts and respect business-hour rules
  • Include clear STOP handling and preserve the consent record

KPI: Median response time | reply rate

Route

Qualified callbacks

The owner gets a callback task with the context needed to move the job forward.

  • Capture service, location, urgency, timing, and caller preference
  • Score against business-defined service and coverage rules
  • Book a real calendar slot or create a timed callback task
  • Escalate emergencies, uncertainty, and sensitive requests to a human

KPI: Qualified rate | booked rate

Record

Cleaner CRM

Every conversation ends with a stage, an owner, and a next action instead of another orphaned note.

  • Deduplicate the contact and preserve the original lead source
  • Write the call summary, qualification fields, and transcript link
  • Set stage, owner, due time, and the next best action
  • Track opt-outs, outcomes, bookings, and attributed pipeline value

KPI: Complete records | recovered pipeline

What happens after hours

A missed call becomes a closed-loop task in minutes.

  1. 7:42 PM01

    Call missed

    The existing number triggers the recovery workflow.

  2. 7:42 PM02

    Text sent

    A short, approved reply opens a two-way conversation.

  3. 7:44 PM03

    Lead qualified

    Service, location, urgency, and timing are captured.

  4. 7:45 PM04

    Callback queued

    The right owner receives the summary and callback window.

  5. 7:46 PM05

    CRM closed-loop

    Source, stage, consent, owner, and next action are saved.

Lead-leak calculator

Model the value before you automate anything.

Use conservative assumptions. The paid audit replaces them with your real call volume, response time, booking rate, and average job value.

Planning estimate

$4,800

potential recovered revenue per month

20.0

at-risk leads

4.0

assumed recoveries

This is a scenario model, not a guarantee. The pilot measures your actual baseline and outcomes.

30-day proof loop

A pilot should prove recovered revenue, not AI activity.

Start with one inbound workflow, compare it with the baseline, review every handoff, and expand only after the scorecard improves.

Start with the $97 audit

Speed

Median first-response time

Engagement

Replies and completed conversations

Quality

Qualified callbacks and booked jobs

Hygiene

Records with an owner and next action

Revenue

Recovered pipeline and closed-job value

Why Soto Response

A focused recovery partner, not another system your team has to replace.

Veteran-owned and built around accountable execution, clear handoffs, and measurable outcomes.

01

Keep your stack

Add a recovery layer to the phone, calendar, and CRM your team already uses.

02

Start with one leak

Prove missed-call recovery before expanding into estimates, reviews, or reactivation.

03

Human when it matters

Escalation is designed into the workflow instead of treated like a failure.

04

Measure the money

Tie response, qualification, bookings, and pipeline to one weekly scorecard.

Choose the smallest useful next step

Learn it, diagnose it, prove it, then operate it.

DIY

AI Lead Recovery Kit

$27

Immediate PDF access to scripts, qualification prompts, CRM stages, and an implementation checklist.

Buy the kit

Diagnose

Lead-Leak Audit

$97

A response-time review, workflow map, CRM gap list, and three prioritized fixes delivered within two business days.

Book the audit

Prove

30-Day Recovery Pilot

Scoped after audit

One live workflow, controlled rollout, weekly scorecard, and human escalation.

Request a pilot

Operate

Managed Recovery System

From $1,500 setup

Phone, text, CRM, reporting, and ongoing optimization around approved workflows.

Ask about setup

Ready to recover the next lead?

Bring your current phone, CRM, and one leak worth fixing.

We will map the workflow, define the guardrails, and give the pilot a scorecard before expanding automation.

Email DerekBook the $97 audit

Your contact: Derek

hello@sotoresponse.com

Best first step

Lead-Leak Audit, $97

Useful context

Your monthly lead volume, average job value, current phone system, CRM, and the point where follow-up usually stalls.