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How the recovery workflow works
JobHearth helps owners turn an existing estimate list into a reviewable, consent-aware follow-up workflow. Start with what you already have; add complexity only if it earns its place.
The workflow keeps the first step simple: review the estimate, confirm the consent signal, and use a professional email touchpoint. Replies, opt-outs, and pauses stop the sequence.
You do not need a native CRM connection to begin. Export the estimate records you already have, import them, and keep your existing system as the source of truth.
Duplicate, missing-consent, opted-out, and paused records are excluded from outreach. The owner decides what is eligible before a message is sent.
JobHearth is a workflow for returning to opportunities your team already created. It does not claim those opportunities are earned revenue or promise that they will convert.
Built for the first useful step
Compatibility comes from a clean export/import path, not unsupported native-CRM claims. The right workflow is the one your team can understand, review, and pause when the context changes.
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