# Sample Report

**Leverly Recovery Report**  
**Cadence:** Daily, Weekly, Monthly

## You recovered 14 appointments yesterday.

### Recovery Report · Yesterday's inbound activity  
- **Report period:** Mar 5, 8:00 AM – Mar 6, 7:59 AM  
- **Generated on:** Mar 6 at 7:59 AM

**Conversations**  
**Total:** 41

**Form Appointments**: 6  
**Phone Appointments**: 8  
**Appointments Recovered**: 14  
- AI booked: 5  
- Team booked after transfer: 3  
- Callbacks converted: 0  
- Forms: 6

**Phone Calls**  
**New Leads**: 16  
- 5 appointments booked by AI  
- 4 transfers to live team  
- 2 callbacks needed  
- 4 transfers — 3 booked (75%)

**Your team closed 3 of 4 transferred calls. 1 didn't book — recorded and available for review.**

### Existing Customers  
- 9 total  
- 7 handled by AI  
- 2 transferred to team

### After Hours  
- 3 Callback requests logged

### Web Forms  
**New Leads**: 7  
- 6 appointments booked  
- 1 in queue (will retry)

### Existing Customers  
- 4  
- 3 routed to team

### Web Chat  
**New Leads**: 9  
- 2 appointments booked  
- 3 transferred to team

**Needs attention**  
- **1 team call didn't book** — 7-minute call, caller asked about same-day service twice. Recording available. → Worth a listen before your team starts the day
- **Update AI knowledge:** 1 lead asked about bed bug treatment, AI couldn't answer → Add to Leverly's knowledge base

**March so far:** **47 appointments recovered** (AI + team combined)

---

## You recovered 71 appointments this week.

### Recovery Report · Weekly summary  
- **Week of:** Mar 3–9, 2026 · ↑ 25 from last week (+54%)  
- **Generated on**: Mar 10 at 7:59 AM

**Conversations**  
**Total:** 248

**Form Appointments**: 31  
**Phone Appointments**: 40  
**Appointments Recovered**: 71  
- AI booked: 27  
- Team booked after transfer: 13  
- Callbacks converted: 11  
- Forms: 20

### AI vs your team — this week  
- **New caller booking rate**  
  - Leverly AI: 56%  
  - Your Team: 41%  
- **Avg call length (booked)**  
  - Leverly AI: 3m 44s  
  - Your Team: 5m 12s  
- **Avg call length (not booked)**  
  - Leverly AI: 1m 22s  
  - Your Team: 4m 48s

**Your team books at 41% vs Leverly AI's 56% on comparable new caller calls. The gap tends to appear on shorter calls — your team's non-booked calls averaged nearly 5 minutes. Something is stalling before the booking.**

### What Leverly couldn't resolve
**Needs attention this week**  
- **6 knowledge escalations** — bed bug treatment (4×), same-day service (2×). 4 weeks in a row. → One script update eliminates these  
- **Callback completion:** 9 of 14 done within 48hrs (64%). 5 still open from Mon–Tue. → 5 open callbacks in CRM

### What new callers were asking about  
**New callers · Top topics this week**  
1. Pricing / cost estimate  31 ↑  
2. Availability / scheduling  23 →  
3. Service area / coverage  17 →  
4. Bed bug treatment  13 ↑  
5. Termite inspection  8 New

**March so far:** **71 appointments recovered** (AI + team) · on pace for ~284 this month

---

## You recovered 341 appointments in February.

### Recovery Report · Monthly summary  
- **February 2026** · ↑ 94 from January (+38%)  
- **Generated on**: Mar 1 at 7:59 AM

**Conversations**  
**Total:** 521

**Form Appointments**: 89  
**Phone Appointments**: 252  
**Appointments Recovered**: 341  
- AI booked: 189  
- Team booked after transfer: 63  
- Callbacks converted: 89  
- Forms: 89

### AI vs your team — February  
- **New caller booking rate**  
  - Leverly AI: 63%  
  - Your Team: 44%  
- **Avg booked call length**  
  - Leverly AI: 3m 42s  
  - Your Team: 6m 08s  
- **Avg non-booked call length**  
  - Leverly AI: 1m 28s  
  - Your Team: 5m 31s

**Your team's non-booked calls averaged 5.5 minutes — nearly as long as booked calls. Something is stalling late in the conversation. AI answers pricing in the first 90 seconds. Your team tends to reach it after 3 minutes. Calls that address pricing early book at 2.4× the rate.**

### What Leverly couldn't resolve — February
**Escalation patterns**  
- **31 failed live transfers.** Peak: Tue 12–1pm and Fri 5–6pm. 3 months in a row. → Coverage during those windows resolves the majority  
- **22 knowledge escalations** — bed bug (11×), same-day service (7×), commercial (4×). → One script update eliminates the top escalation

### What new callers asked about — February
**New callers · Top topics · February**  
1. Pricing / cost estimate  141 ↑ 12%  
2. Availability / scheduling  96 →  
3. Service area  72 →  
4. Bed bug treatment  53 ↑ 28%  
5. Termite inspection  31 New

### Leverly AI — performance scorecard  
| Month   | Booking rate | Avg call length | Escalation rate | Knowledge gaps |  
|---------|--------------|-----------------|------------------|----------------|  
| Feb     | 63%          | 3m 42s          | 8%               | 22             |  
| Jan     | 59%          | 3m 18s          | 11%              | 29             |  
| Dec     | 54%          | 2m 55s          | 14%              | 38             |

**Leverly's booking rate has improved 9 points over 3 months. Escalation rate has dropped nearly in half. The script updates from December are working.**

### What booked calls had in common (AI + team)  
- **All calls that booked**: avg call length 4m 21s  
- **All calls that didn't book**: avg call length 3m 14s

**Pricing in the first 90 seconds remains the strongest booking signal across both AI and team calls — 74% of booked calls hit it early. Your team does it 31% of the time. This is the single highest-leverage coaching point this month.**