Illustrative sample
What a Lead Recovery Audit looks like.
This example uses a fictional aesthetic practice to demonstrate the structure of our analysis. It is not a client result, testimonial, or guarantee.
Fictional businessIllustrative assumptionsNo customer data
Sample business
Harbor Aesthetics
Single-location aesthetic practice · 120 monthly inquiries
Primary findingFollow-up visibility
Current journey
Interest is generated. Follow-up becomes inconsistent.
New inquiries receive an initial response, but unanswered conversations are not consistently assigned, revisited, or measured. Cancellations are handled individually and there is no shared view of recovery outcomes.
Highest-value gaps
No standard sequence after the first unanswered response.
Staff cannot immediately see who is responsible for the next action.
Recovered bookings are not distinguished from ordinary bookings.
First three priorities
- Standardize the first seven days.Create a short, human-sounding follow-up sequence with reply and booking stop rules.
- Make ownership visible.Route replies and exceptions to a named team member with clear response expectations.
- Track completed recovery.Separate recovered bookings, attendance, and estimated revenue from general activity.
Recommended test
One controlled 30-day recovery pilot.
Focus on one validated problem—qualified inquiries that remain unbooked after the practice’s normal follow-up—and measure one primary outcome: additional completed appointments attributable to the pilot.
- Week 1Verify baseline and connect
- Week 2Launch the recovery workflow
- Week 3Monitor replies and handoffs
- Week 4Measure completed revenue
The honest recommendation
Test—but only if the underlying numbers hold up.
The illustrative economics appear large enough to justify a controlled test. Before implementation, Westward would verify inquiry volume, unbooked rate, recovery rate, appointment completion, collected value, available capacity, current follow-up, and required integrations. If those inputs materially weaken, the recommendation should change.
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