Methodology

How LeadRestore decides which old leads deserve another look.

LeadRestore is not a black-box promise that every old lead is valuable. It uses the information already in your sales data to remove obvious exclusions, assess the remaining opportunities and explain why a smaller shortlist may be worth reviewing.

The recovery process

1Map the useful fields.LeadRestore works with ordinary sales information such as name, status, opportunity value, days since contact and short notes. It can recognise common CSV and Excel headings so you do not need to rebuild the file first.
2Remove obvious exclusions.Records showing signals such as completed sale, closed won, do not contact, opt-out, unsubscribe, bought elsewhere or no longer looking are not treated as recovery opportunities.
3Assess the remaining opportunities.The analysis looks at the individual lead's status, notes, recency, opportunity value and relevant business context. The aim is to identify unfinished commercial intent, not simply the oldest records.
4Rank the strongest candidates.Recoverable opportunities are prioritised High, Medium or Low. Where priorities are equal, higher recorded or sensibly estimated opportunity value can help order the shortlist.
5Explain the next action.Each visible opportunity includes a concise reason, a suggested next action and a short UK-English follow-up message based on that lead's own context. The person using LeadRestore decides what is appropriate to send.

What the Free Audit actually reveals

The Free Audit can analyse up to 50 records. It returns a summary of the recovery opportunity and reveals only the strongest three recoverable records for review.

Records scannedHow many records were included in the audit, up to the Free Audit limit.
Worth restoringThe wider number of records assessed as potentially recoverable.
Potential pipelineThe combined recorded or estimated value attached to recoverable opportunities. It is not forecast revenue.
High priorityThe number of recovery opportunities given the strongest priority in the analysis.
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How values are handled

If your file already contains opportunity values, LeadRestore uses them. If some values are missing, it can use a business-supplied average or calculate an average from values already present in the file. Where no usable value exists, a conservative UK sector benchmark may be used when a suitable match is available.

Potential pipeline is not predicted revenue. It is a way to express the value attached to opportunities that were identified for review. Whether anything converts depends on the customer, timing, offer, follow-up and many other factors outside the software.

AI plus guardrails, not AI alone

LeadRestore uses AI to assess commercial follow-up context and draft natural messages, but important guardrails sit around that analysis.

  • Obvious closed and opt-out signals are filtered before AI assessment.
  • The AI is instructed not to infer sensitive traits.
  • It must use the individual lead's own context and must not borrow products or details from another record.
  • It must not invent discounts, guarantees, availability or facts.
  • If AI is unavailable or the usage guard is reached, LeadRestore can fall back to a conservative local rules engine rather than failing open.
Human review is mandatory by design. LeadRestore suggests who may be worth contacting and what to say. It does not automatically contact the customer or make a legally significant automated decision.

What LeadRestore does not use to score leads

The recovery analysis is designed around sales-process information. It is not intended to infer or rank people based on health, ethnicity, religion, political views, sexuality or other sensitive personal characteristics.

Businesses should upload only the information needed for ordinary sales follow-up and remove sensitive or irrelevant fields before using the service.

Why publish the methodology?

If a business is going to upload customer enquiry data and use the result to decide who deserves another conversation, it should be able to understand the basic logic behind the recommendation. LeadRestore will continue to make this explanation more specific as the product develops.

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