Recovery · Checklist

Lead Recovery Checklist

Decide which inactive opportunities deserve another attempt, with context and a clear owner.

3 min read

Review the context

Choose an outcome

Respect communication preferences. Give any re-engagement a responsible owner, useful context and a next action.

PUT IT INTO PRACTICE

Put a better sales process into practice.

Bring lead capture, ownership, follow-ups, pipeline progress, recovery and source visibility into one connected sales operation.