Find the unfinished decision
A list is more useful when each record explains why the person contacted you. Separate unsold estimates, previous inquiries, past customers, and appointments that never happened. Keep the original request, approximate timing, last contact, and current status when available. That context helps the business ask a relevant question instead of sending everyone the same message.
- Exclude duplicates, wrong numbers, opt-outs, and records without a usable contact route.
- Separate already-completed work from unresolved requests.
- Identify records that belong to your business rather than a purchased list.
- Review contact eligibility and suppression rules before outreach.
Make qualification a written standard
Agree what makes an appointment worth your team’s time before a campaign starts. Define the requested service, service area, decision-maker expectations, appointment type, and exclusions. High job value alone does not make a record eligible or an appointment qualified.
- What need must the person confirm?
- Which locations and service types can your team handle?
- Who must attend, and what kind of appointment will occur?
- How will duplicates, cancellations, and no-shows be recorded?
Track the whole path
A reply is not a booking, and a booking is not a held appointment. Keep the stages distinct: eligible record, conversation, qualified opportunity, booked time, attendance, and final outcome. Your team handles the sale. Agree how attendance will be confirmed and how questions about the weekly report will be resolved.
- Record why an opportunity did not proceed.
- Reconcile attendance weekly against the agreed qualification standard.
- Use the three-business-day dispute window after the weekly report.
- Keep campaign reporting separate from your team’s sales close rate.
Check whether a campaign is the right next step
A minimum of 500 usable first-party records is required, but that does not guarantee approval. Record quality, eligibility, offer fit, operational capacity, and the ability to hold appointments also matter. Proof First requires approval. Shared Start does not override the record minimum or campaign review. For a smaller list, first improve incoming-call handling and estimate follow-up rather than promising a recovery campaign.
Questions before you start
Does reactivation mean buying more leads?
No. This campaign works eligible first-party records your business already has. It does not depend on buying a contact list.
Is a booked appointment automatically billable?
No. A billable appointment must satisfy the written qualification standard and actually occur. Shared Start activation and rate-lock fees are separate from performance fees.
Can you guarantee recovered revenue?
No. Appointment volume, sales, revenue, and closing results are not guaranteed. Your team owns the sales conversation and service delivery.
Continue with the right workflow
- Estimate Follow-Up Automation for Contractors
- AI Receptionist for Service Businesses
- Missed-Call Follow-Up for Service Businesses
Campaign eligibility and commercial terms are explained on the Revenue Recovery page. Your scope and responsibilities are agreed before launch.
