Lead Follow-Up System for Agencies, Consultants & Professional Services
Every proposal deserves a follow-up. Lead Recovery System gives owner-led B2B service firms a simple Google Sheets workflow for discovery calls, proposals, warm conversations and prospects that still need a next step.
The lead did not disappear — the follow-up did
Consultants, agencies, bookkeepers, IT firms and other professional-service businesses often have relatively few leads compared with high-volume sales teams, but each opportunity can be valuable. A missed follow-up after a discovery call or proposal can therefore cost far more than the software needed to prevent it.
The problem is usually not a lack of intent. It is that client work, delivery, meetings and inbox volume push sales follow-up into the background.
A lightweight proposal follow-up system
Lead Recovery System Standard focuses on one operational job: making the next follow-up obvious. It runs inside Google Sheets, in your own Google account, and avoids the complexity of a full CRM when you do not need one.
- Track enquiries, discovery calls, proposals and active conversations.
- See which prospects need a follow-up today.
- Keep the next action and next action date visible.
- Use a consistent follow-up cadence for warm opportunities.
- Adapt editable email templates to your own tone.
- Receive daily and weekly reminders for follow-up work.
Common B2B follow-up situations
A proposal was sent and there has been no reply
The prospect may still be interested but busy, comparing options or waiting for internal approval. LRS keeps the opportunity visible and gives you a clear next follow-up date.
A discovery call ended with “let me think about it”
Instead of leaving the conversation buried in your inbox, record the next step and let the TODAY view surface it when action is due.
Sales competes with client delivery
For founder-led firms, delivery work usually wins attention first. A short follow-up workflow helps protect the pipeline without adding a new platform to manage.
Who it fits best
LRS is designed for owner-led or small B2B teams that typically receive 5–50 new leads per month and need a conversation, consultation, proposal or follow-up sequence before a deal closes.
Typical users include consultants, marketing and creative agencies, bookkeeping and accounting firms, IT service providers and other professional-service businesses.
What Standard does not do
Standard does not automatically send your emails or texts. It tells you who needs a follow-up, when they need it and what comes next, and gives you editable templates. You remain in control of the actual communication.
Pricing
Lead Recovery System Standard is available at $34.99/month or $299/year for one purchaser, one business and one activated Google Sheet. The annual option saves $120.88 compared with 12 monthly payments. Cancel anytime before your next renewal.
Not sure where your follow-up leaks? Start with a free Revenue Leak Audit: 5–7 minutes, results within 2 business days, no obligation.
See the full Lead Recovery System →