No passwords. No live systems. I never contact your customers.
I work from a sample you send me. The first look tells you honestly whether there is enough in your inbox to be worth chasing.
What to send first
10-20 anonymised rows, screenshots, or exports with lead source, date, status, last touch, owner, notes, and known value where available.
What not to send first
No passwords, API keys, live CRM access, private inbox access, payment data, full customer records, or unnecessary sensitive information.
What never happens in the audit
No customer messages sent by Lead Recovery Desk. No automatic calls, texts, emails, WhatsApp, or CRM updates.
The safety posture is visible in the deliverable.
| Rule | How it works |
|---|---|
| Anonymised samples are fine | Strip names, phone numbers, emails, addresses, and private notes before sending if you prefer. |
| Numbers come with my workings | Any revenue figure I quote has the conversion rate and average value sitting next to it. No black boxes. |
| Bad fits get archived, not chased | Rows that are bad fit, lost, duplicate, or sensitive get marked archive. I never push you to chase those. |
| Deletion | I keep your sample only as long as I need to do the work, then delete it. |
| Regulated sectors | I do not give legal, medical, financial, or housing advice. If something is sensitive, I tell you and let you handle it. |
Build only after proof.
If the audit shows a real leak worth fixing, an implementation sprint can be scoped separately. That sprint still uses owner-approved rules, human approval where customer contact is involved, and the smallest workflow needed around existing tools.