How Relay Recovery Workflows Organize Missed Follow-Through

Recovery is not the whole RelayLaunch product. It is one Keep them workflow inside a broader owner-approved operations loop:

Get found. Get booked. Keep them.

The front door is the Morning Brief. It organizes what needs attention, the source behind it, the prepared next move, and the decision the owner must make.

What a recovery workflow can surface

After a supported source is configured and successfully synced, a recovery workflow can look for candidates such as:

• a client whose normal booking cadence appears to have stopped;
• an appointment opening with an owner-approved waitlist match;
• an estimate that still needs a decision;
• a completed customer who is eligible for the same neutral review invitation as every other eligible customer; or
• a follow-up the owner already intended to make.

A candidate is not a result. It is a reason to review the source record.

The evidence-safe workflow

Configured source -> Candidate signal -> Morning Brief -> Owner decision
-> Configured delivery state -> Verified source-of-record outcome

1. Review the configured source

Relay can review only the records and integrations that were actually configured and synced. A missing, stale, or unsupported source should produce a visible limitation, not an invented opportunity.

2. Prepare one next move

The system can prepare a draft, checklist, or owner decision with the source and reason attached. It should not present an estimated value as recovered revenue.

3. Keep the owner in control

The owner can approve, edit, snooze, or skip. Approval is not proof of dispatch. Provider acceptance, delivery, response, booking, payment, and verified outcome remain separate states.

4. Record what actually happened

The operating record should distinguish:

• prepared;
• owner-approved;
• accepted by a configured provider;
• delivered;
• answered;
• booked or paid; and
• verified against the business source of record.

If no attributable outcome exists, the verified outcome remains unknown or $0.

Use your own worksheet, not a promise

The useful question is not “How much does every business recover?” There is no honest universal answer.

Use a business-specific worksheet:

eligible candidates
x owner-approved contact rate
x verified response rate
x verified booking or payment rate
x actual average value
= attributable outcome

Until those inputs come from the business’s own records, the result is a scenario, not proof.

Where recovery fits

Recovery can matter for service businesses with appointments, estimates, repeat clients, reviews, or high-value follow-through. It is a poor fit when:

• the owner wants unsupervised outbound automation;
• consent or source records are unclear;
• the business expects RelayLaunch to replace its CRM or practice-management system; or
• regulated data would be required before legal and technical controls are proven.

For healthcare, RelayLaunch does not currently offer production patient-data processing or patient messaging through the public product.

Starter and Pro

Starter is $199/mo for one user. It includes the Morning Brief, owner-approved visibility, booking, and retention workflows, plus 1-on-1 setup help.

Pro is $299/mo for one user. It adds full 16-Room coverage, unlimited owner-approved actions, and all available integrations.

Both are month-to-month. Full Onboarding is optional.

Start with the real gap

Use the free AI-Readiness Score to identify the first visibility or follow-through gap worth reviewing. The score is self-assessed and advisory, and it appears before the optional email field.

Recovery earns a place only when it solves a current owner problem. It should never replace the broader product story or outrun the evidence.