New web inquiryWater heater · Mira Mesa
Needs review
Built for independent plumbing companies
Every missed inquiry needs a clear next step.
We design and manage the follow-up layer between a new inquiry and your office team—so legitimate opportunities are captured, organized, and handed to a person who can act.
hello@sdleadrecovery.com · Replies Monday–Thursday
Human-reviewed during every pilot. No cold outreach. No card data.
Response board
Illustrative demo
Office notifiedOwner-approved details only
Routed
Follow-up trackedClear owner · clear outcome
Visible
Automation stops where judgment begins.
DO+
One accountable workflowInstead of leads scattered across inboxes, voicemail, and notes.
A person stays in controlCustomer-facing actions are reviewed during the pilot.
Measured in business termsResponse time, completed follow-up, and booked opportunities.
The operating layer
Fix the handoffs before adding more software.
We begin with the real path an inquiry takes today. Then we improve only the steps that can be measured and safely managed.
Capture
Bring approved web inquiries and missed-call events into one visible queue.
Route
Notify the right person with the context needed to decide what happens next.
Follow through
Track whether the inquiry, estimate, or review request reached a clear outcome.
Controlled 30-day pilot
Prove one workflow before expanding.
The first engagement is deliberately narrow. We document the current process, choose one measurable leak, and keep customer communication under human review.
- Current-state workflow map
- Owner-approved messages and rules
- Minimum necessary system access
- Weekly results and exception review
- Documented shutoff and handoff process
Fit matters
Designed for established local operators—not every shop.
LIKELY A GOOD FIT
- Independent plumbing company
- Roughly 5–25 employees
- Consistent inbound call or form volume
- Office staff stretched across several tools
- Owner willing to measure the result
NOT A GOOD FIT YET
- Purchased cold-contact lists
- No defined service area or job rules
- Looking for unsupervised AI decisions
- Expecting guaranteed revenue
- Unwilling to document customer consent
Workflow audit
Where does a new inquiry wait?
Use this private diagnostic to identify the first workflow worth examining. It does not submit or store your answers.