Skip to content

Product demo

The inquiry came in. Know what happened next.

This is a working sample of what GLR shows a home-services business after an inquiry arrives — what the record holds, what GLR concludes from it, and what nobody knows yet.

Sample HVAC Co.Heating & air conditioning26 inquiries in the last 30 daysSample data

Sample HVAC Co. is a fictional business. Every inquiry, date and figure on this page is generated sample data — not a customer's, and not a claim about one.

Three different things, kept apart

Recorded
Written down in the lead record. A fact, with a date on it.
Supported
GLR's conclusion, drawn from recorded facts by a rule this page shows you.
Not recorded
Nothing was written down. That is not the same as nothing having happened, and GLR does not treat it as though it were.

01 / One inquiry

An inquiry arrived. Here is everything that happened next.

Every inquiry in the sample record is read the same way. This is one of them, in full.

Inquiry 011No action needed

Annual maintenance plan

The record does not flag this inquiry for follow-up, and nothing about it is due for a check.

Arrived
Sun, Aug 30
Came in through
Website form
Marked as
Booked
Last activity
Tue, Sep 15

Recommended next step

Not recorded

The record names no next step for this inquiry.

What happened

Only what the record actually holds, in the order it happened.

  1. New inquiry

    Recorded

    Sun, Aug 30 · Website form · Annual maintenance plan

  2. Marked as

    Recorded

    Booked

  3. Last activity

    Recorded

    Tue, Sep 15 · today

Nothing on this timeline was sent by GLR. It prepares replies; a person at the business decides whether any of them goes out.

Why GLR read it that way

The facts it used, and the rule it applied to them.

What the record says

  • The inquiry was recorded on Sun, Aug 30 — 16 days ago.
  • The record does not flag this inquiry for follow-up.
  • The last recorded contact was Tue, Sep 15 — today.

What follows from that

No action neededRecorded

The record does not flag this inquiry for follow-up, and nothing about it is due for a check.

What GLR does not know about this inquiry

The record does not hold these, so the product does not claim them — and neither does this page.

  • Whether anybody spoke to this customer outside the record.
  • What was said, if they did.
  • Whether this customer has already booked somebody else.
  • Whether this inquiry would have become a job.

GLR does not put a value on this inquiry, does not call it lost, and does not tell you how to feel about it. It tells you what the record holds, how long it has waited, and what the next step is.

And what it will not guess about.

Nothing was written down. That is not the same as nothing having happened, and GLR does not treat it as though it were.

Two different situations, one label. Each example below says which of the two it is, and shows the rule if a rule produced it.

Inquiry 026More information needed

Ductwork inspection

Tue, Sep 15 · Phone · New

Follow-up is still needed and no contact is recorded, so nothing here says how long this has waited.

  • The inquiry was recorded on Tue, Sep 15 — today.
  • The record says follow-up is still needed.
  • No contact recorded, so there is no interval to measure. That is an absence in the record, not a finding about the business.

Recommended next step

Recorded

Return the call

Open Inquiry 026

Inquiry 019More information needed

Annual maintenance plan

Sun, Sep 6 · Phone · New

No contact is recorded, and this inquiry has been in the record long enough to warrant a check. That is a gap in the record, not a finding that nobody followed up.

  • The inquiry was recorded on Sun, Sep 6 — 9 days ago.
  • The record does not flag this inquiry for follow-up.
  • No contact recorded, so there is no interval to measure. That is an absence in the record, not a finding about the business.
  • The inquiry arrived 9 days ago and the record has held nothing about it since. Long enough that somebody should check it — and the record does not say what, if anything, happened in that time.

The rule

An inquiry with no contact recorded is held for a record check once it has been in the record more than two whole days. That is a gap in the record, not a finding that nobody followed up.

Recommended next step

Supported

Verify whether contact happened and update the record.

Open Inquiry 019

02 / The whole record

Every inquiry, read the same way.

The same four readings, applied to every inquiry in the sample record. Nothing is filtered out to flatter the product and nothing is folded away behind a button — a list with a quiet remainder is a list that could have been arranged.

3

Recovery opportunity

Still needed, and it has waited more than two days.

3

Needs attention

Still needed. Recent contact, so it is due rather than late.

3

More information needed

No contact is recorded to measure from.

17

No action needed

Not flagged, and nothing due for a check.

Counted as needing attention: 8 — every inquiry the record flags for follow-up, whichever of the three readings it falls under. Held for a record check: 1 — not flagged, no contact recorded, and in the record more than two whole days. Not flagged, with nothing due for a check: 17.

Two ways an inquiry ends up there

An inquiry reads “More information needed” for one of two reasons. Either the record asks for follow-up and holds no contact to measure from, so there is no interval to call late. Or nothing flags it, nothing is recorded, and it has been sitting there more than two whole days — which is a gap in the record worth checking, not a finding that nobody followed up.

All 26 inquiries in the sample record, most recent first. Open any inquiry to see what happened and why GLR read it that way.

Sample lead record, most recent inquiry first
InquiryArrivedAsked aboutSourceLast activityFollow-up status
Inquiry 026Tue, Sep 15Ductwork inspectionPhoneNo contact recordedMore information needed
Inquiry 025Tue, Sep 15Seasonal tune-upPhoneNo contact recordedMore information needed
Inquiry 024Mon, Sep 14New construction — rough-inWebsite formMon, Sep 14Needs attention
Inquiry 023Mon, Sep 14Indoor air quality — filtrationWebsite formTue, Sep 15No action needed
Inquiry 022Fri, Sep 11Humidifier installPhoneMon, Sep 14Needs attention
Inquiry 021Tue, Sep 8Emergency — no heatProperty managerMon, Sep 14Needs attention
Inquiry 020Sun, Sep 6Heat pump installWebsite formSun, Sep 13No action needed
Inquiry 019Sun, Sep 6Annual maintenance planPhoneNo contact recordedMore information needed
Inquiry 018Sat, Sep 5Heat pump installProperty managerSat, Sep 12No action needed
Inquiry 017Fri, Sep 4Second-system quote — additionPhoneSun, Sep 6No action needed
Inquiry 016Fri, Sep 4Condenser fan motorWebsite formSun, Sep 13No action needed
Inquiry 015Wed, Sep 2Second-system quote — additionWebsite formSat, Sep 12No action needed
Inquiry 014Wed, Sep 2Refrigerant leak checkPhoneThu, Sep 10No action needed
Inquiry 013Tue, Sep 1AC replacement quoteGoogle BusinessThu, Sep 3No action needed
Inquiry 012Mon, Aug 31Air handler replacementPhoneMon, Aug 31Recovery opportunity
Inquiry 011Sun, Aug 30Annual maintenance planWebsite formTue, Sep 15No action needed
Inquiry 010Fri, Aug 28Refrigerant leak checkPhoneFri, Aug 28No action needed
Inquiry 009Thu, Aug 27Zoning system quotePhoneSun, Sep 6Recovery opportunity
Inquiry 008Wed, Aug 26Thermostat replacementGoogle BusinessSat, Sep 12No action needed
Inquiry 007Wed, Aug 26Annual maintenance planReferralMon, Sep 7No action needed
Inquiry 006Mon, Aug 24AC replacement quoteWebsite formMon, Sep 14No action needed
Inquiry 005Fri, Aug 21Indoor air quality — filtrationGoogle BusinessTue, Sep 1Recovery opportunity
Inquiry 004Wed, Aug 19Air handler replacementWebsite formMon, Sep 14No action needed
Inquiry 003Wed, Aug 19Water heater — gasReferralTue, Sep 15No action needed
Inquiry 002Wed, Aug 19Ductwork inspectionProperty managerSat, Sep 12No action needed
Inquiry 001Mon, Aug 17Capacitor replacementWebsite formSat, Sep 12No action needed

Founding Lead Recovery works from leads entered into or routed into the customer's GLR-managed lead sheet. Automated source connectors are added only where explicitly configured.

03 / Today's read

What needs you today, and what does not.

The same figures the product keeps, read back in sentences. These are the same inquiries — a lead is the product's own word for one. No trend, no forecast, no prediction: this is one reading of one day.

Follow-up status

Supported

8 leads need attention, 3 follow-ups are overdue and 3 replies are waiting for you to approve.

  • 3 follow-ups are overdue

    Why: A follow-up is overdue when it is still needed and the lead was last contacted more than two whole days ago.

    What to do: Start with these. They have waited the longest.

  • 3 replies are waiting for your approval

    Why: Each one is prepared and ready. Nothing is sent until you approve it, so a reply waiting here has not gone out.

    What to do: Approve or change them in the Draft Review Log tab of your Google Sheet.

  • 5 leads need a follow-up

    Why: Marked for follow-up, and contacted within the last two whole days, so not overdue yet.

    What to do: These come after anything overdue.

Recommended next step

Contact the overdue follow-ups, then approve the replies waiting on you.

The figures behind it

Recorded

26

Inquiries in the record

8

Need attention

3

Waited more than two days

14

Replies prepared

3

Waiting for your approval

  • 8 of your 26 leads need a follow-up.
  • 14 replies have been prepared, and 3 still need your decision.

Record read 12 minutes ago.

04 / Who decides

Nothing goes out until a person says so.

GLR prepares replies and puts them in front of somebody. It does not send them, does not answer on your behalf, and does not decide that a customer has been dealt with.

  1. 01

    GLR prepares

    A reply is drafted and held where the person who decides can read it.

  2. 02

    A person approves

    Somebody at the business reads it and decides. Nothing moves without that.

  3. 03

    The record keeps it

    What was decided, and when, stays in the record beside the inquiry.

This page shows the reading and the review step. It does not show a message being sent, because that is not what this product does.

Would this read your operation the same way?

The honest answer depends on how your inquiries arrive and what already gets written down. That is the conversation, and it is a short one.

An Audit is the deeper look at your own operation, and it is not the only way in. Most people should start with one of the two above.

Interest should make the next step easier, not trigger pressure. GLR provides the information, evidence, and appropriate next action people need to make their own decision. Expressing interest does not authorize aggressive follow-up.

Lead Recovery product demo | GLR Automation Lab