Missed Lead Recovery

Turn 25 messy leads into a clear next-action queue.

Paste a small redacted CSV sample and see what is ready, what needs a human decision, and what should not be contacted yet.

Local-only processing: the sample is read in this browser. Nothing is sent to AI Cleanup Doctor, a CRM, an email provider, or a customer.

Start with a small sample

Use 5 to 25 redacted rows. Helpful columns are lead_id, received_date, source, owner, status, last_contacted, next_action, context, and contact_permission. Use yes only when a human has confirmed the record may be contacted; blank or unclear permission stays on Hold.

Do not paste passwords, payment data, full unredacted conversations, health records, legal records, insurance files, or other sensitive personal information.

What you receive from a bounded review

Before a person changes a follow-up workflow, the review produces a short, inspectable queue rather than another opaque score.

  • A category for each redacted row: Ready, Hold, Duplicate, Do Not Contact, or Missing Context.
  • The missing field or decision that keeps a row from moving.
  • A practical next-action list for the owner to confirm, edit, or stop.

Boundary: the browser tool does not send messages, change a CRM, or decide whether a customer should be contacted. You review the evidence and make that decision.

What happens after you request verification?

  1. We confirm the scope and the invoice route before any review begins.
  2. You share only a small redacted sample that is safe for the review.
  3. You receive findings, ambiguous rows, and a bounded repair list to inspect.

No account password, CRM login, payment detail, or full customer list is needed for the first review. The owner approves what may be shared and what should stop.

What this review will not infer

  • A status label is not treated as proof of customer intent.
  • An internal note is not treated as a sent customer message.
  • A missing source event stays visible as Missing Context or Hold.

The review organizes evidence for a human decision. It does not guess permission, rewrite a CRM, or contact anyone.

What should a first review answer?

  • Which source event supports the current row?
  • What evidence or owner is missing before the next action?
  • Is the proposed action internal work or customer-facing contact?

A bounded review produces questions and a repair list for a human to inspect. It does not infer permission, predict outcomes, or replace the owner's decision.

What makes a review result verifiable?

  • Which source event supports the current row?
  • When was that evidence last checked?
  • Who owns the next decision, and what would stop contact?

A bounded review keeps the source event, evidence date and stop reason visible for a human to inspect. It does not infer permission, predict outcomes, or replace the owner's decision.

What will the first review hand back?

  • A row-by-row category with the source event that supports it.
  • An evidence date, owner and next decision for each row that is not ready.
  • A short list of questions the business should answer before any customer-facing action.

The result is a review packet for a human owner. It does not send messages, change a CRM, infer permission or promise a business outcome.

Need up to 25 records checked by a person?

The free queue helps you see what is known and unknown. The $197 AI Leak Scan adds a human review of ambiguous rows and a bounded repair list. It does not promise recovered revenue or sales outcomes.

How to read the five outcomes

OutcomeMeaningNext action
ReadyPermission and context are clear enough for a human-approved draft.Review the draft and confirm the facts.
HoldA risk or unresolved decision needs an owner.Resolve the risk before contacting anyone.
DuplicateThe same lead ID, email, or phone appears earlier.Keep one primary record and inspect the history.
Do Not ContactAn opt-out, complaint, or explicit stop signal is present.Respect the stop and suppress the record.
Missing ContextSource, owner, next action, or meaningful context is absent.Find the missing evidence before drafting.