Captured Leads

A captured lead is a caller whose details your receptionist wrote down — the contact information and job details you need to actually do the work.

The list itself#

Leads & Consent in the left menu. Every lead is also reachable from the conversation it came from, in Conversations.

What gets captured#

Name

As given on the call.

Phone

The best callback number, not always the number they rang from.

Service address

Where the work is, which can differ from a billing address.

The job

What they described, in their words.

Urgency

How your receptionist judged it, based on your rules.

Anything else you asked for

Unit make and model, gate code, property size — whatever you set to collect.

Where your unconverted work sits#

This list is where your unconverted opportunity lives. In a typical month there are roughly twice as many qualified-but-not-booked leads as booked ones — people who described real work and didn’t commit.

They’re warmer than any lead you could buy. They rang you.

Consent, and why it’s on this screen#

Each lead carries a consent status: whether that person may be contacted by automated text or call. It sits next to the contact details because the two decisions belong together.

• Consent is per person, tracked individually rather than assumed for the list.
• Opt-outs are permanent. Once someone opts out, nothing automated reaches them again — there’s no override.
• Ineligible leads can’t be messaged. The system refuses rather than trusting you to remember.
• You can always ring back manually. Returning a call from someone who rang you is a different thing from automated outreach.

Working the list#

1. 1

   Filter to qualified, not booked

   Real work, no appointment. Start here every time.

2. 2

   Read the transcript before you ring

   Thirty seconds tells you what they wanted and where it stalled. Without it, you’re making a cold call to a warm lead.

3. 3

   Ring back naming the job

   “You called Tuesday about the noise from the outdoor unit” lands completely differently from “you enquired recently”.

4. 4

   Offer two specific times

   A smaller decision than “when suits you?”, and they take it.

Exporting#

Leads can be exported for your own records or to load into another system. The export carries the contact details, the job, the outcome and the consent status, so the consent travels with the contact rather than being lost at the boundary.