Tutorial

How LeadRescue AI Works

Follow the full workflow from account setup to AI follow-ups, pipeline movement, and revenue recovery analytics.

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128

Leads imported

AI drafts

Emails sent

GBP 18k

Revenue tracked

Step 1

Create your account

Account setup preview

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Step 2

Choose monthly or annual trial

Pick the founding monthly or annual plan, then activate the 24-hour trial through Stripe Checkout.

Pricing choice preview

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Step 3

Complete onboarding

Add your business profile, AI tone, average lead value, services, and booking link.

Onboarding checklist preview

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Step 4

Upload leads

Import CSV files from forms, calls, ads, or spreadsheets so every missed enquiry has a place to go.

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CSV upload preview

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Step 5

Generate AI WhatsApp or email follow-ups

Use lead context, notes, status, and your tone settings to draft short, customer-ready follow-ups.

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AI draft preview

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Step 6

Send messages

Open WhatsApp with a prefilled message or send approved email drafts from the conversation view.

Conversation send preview

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Step 7

Move leads through pipeline

Drag leads from New Lead through Booked, Closed Won, or Closed Lost so the team knows what happened.

Pipeline preview

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Step 8

Track estimated and recovered revenue in analytics

Booked leads show estimated revenue. Closed Won leads show confirmed recovered revenue.

Analytics preview

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Ready to recover missed leads?

Start with the founding monthly plan, complete onboarding, and turn your first missed enquiries into AI-assisted follow-up opportunities.

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