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Lead Recovery

Re-engage cold leads and recover lost opportunities automatically

Understanding Lead Recovery

Lead recovery is the process of automatically re-engaging prospects who have gone cold, abandoned their inquiry, or stopped responding to outreach. Lotivio's AI-powered recovery engine identifies the optimal timing, channel, and messaging to re-activate dormant pipeline.

Key Recovery Scenarios

Abandoned Inquiries

Lead submitted form but never received follow-up, or initial outreach went unanswered

Trigger: 24-72 hours after last activity

Stalled Negotiations

Active conversation went silent after pricing, objection, or competitive evaluation

Trigger: 5-14 days of inactivity

Cold CRM Records

Leads marked "attempted" or "unresponsive" with no structured follow-up plan

Trigger: 30-90 days dormant

Event/Demo No-Shows

Registered for demo, webinar, or event but did not attend or respond after

Trigger: Immediately after no-show

3-Channel Recovery System

SMS Text Recovery

Personalized text messages sent to mobile numbers. Highest open rate (98%) and fastest response time. Best for time-sensitive re-engagement within 24-72 hours of abandonment.

Best Practices

  • • Keep messages under 160 characters
  • • Include first name and specific context (e.g., vehicle of interest)
  • • Provide clear call-to-action (reply, click link, call back)
  • • Always include opt-out instructions (STOP to unsubscribe)

Example Message

"Hi Sarah, saw you were interested in the 2024 F-150 but we never connected. Still looking? I can get you pricing + availability today. - Mike at Desert Auto"

Email Sequences

Multi-touch email campaigns designed for longer nurture cycles. Ideal for complex purchases, B2B sales, or leads that need education before conversion.

Sequence Structure (5-Email Example)

1
Day 0: Re-introduction + value reminder
2
Day 3: Social proof (case study, testimonial)
3
Day 7: Educational content (guide, video)
4
Day 14: Limited-time offer or incentive
5
Day 21: Final breakup email (create urgency)

AI Voice Calls

Conversational AI agent makes outbound calls to re-engage leads. Handles objections, answers questions, and books appointments autonomously. Most effective for high-value opportunities.

AI Voice Capabilities

  • ✓Natural conversation flow (no robotic voice)
  • ✓Real-time objection handling and Q&A
  • ✓Calendar integration for appointment booking
  • ✓Hot lead transfer to live agent (when ready to buy)
  • ✓Call recording and transcription for review

Setting Up Your First Recovery Workflow

Step 1: Define Your Trigger

Navigate to Workflows → Create New Workflow. Select trigger type:

  • • Lead goes X days without activity
  • • Opportunity stage changes to "Lost" or "Unqualified"
  • • Demo/appointment no-show detected
  • • Lead score drops below threshold

Step 2: Build Your Audience Segment

Apply filters to target specific lead types:

Demographic Filters
  • • Company size, industry
  • • Job title, seniority
  • • Location, timezone
Behavioral Filters
  • • Lead source (web, referral, event)
  • • Product interest category
  • • Previous engagement level

Step 3: Design Recovery Sequence

Choose channels and timing:

Example: Automotive Lead Recovery
Day 1: SMS reminder about vehicle interest
Day 3: Email with similar inventory + special offer
Day 7: AI voice call to check on shopping status
Day 14: Final SMS with trade-in value offer

Step 4: Activate & Monitor

Enable workflow and track performance in Analytics dashboard. Key metrics: response rate, appointments booked, pipeline recovered.

Recovery Performance Benchmarks

18-25%
Average Recovery Rate

Percentage of cold leads re-activated

3.2x
Response Rate Lift

vs. single-channel outreach

$48K
Avg Monthly Pipeline

Recovered per dealership