Revenue Recovery

Your next opportunity may already be in your pipeline.

We help service businesses identify overlooked estimates, missed leads, no-shows, and dormant opportunities—then build a prioritised, human-approved follow-up process around them.

Request a Recovery Review See How It Works

No guaranteed-revenue claims. No messages are sent without an agreed approval process.

RECOVERY SIGNALSPrioritised by value, timing, and fit
Unsold estimatesQuoted work without a clear next action
Missed or delayed enquiriesLeads that never reached a disciplined follow-up
No-shows and dormant customersPreviously interested contacts worth re-evaluating
CSV / CRM export → ranked actions → approved workflow
Controlled Pilot

Start with exported data—not a risky system overhaul

The first engagement can run from a limited CSV export. That keeps access narrow, proves whether recoverable opportunities exist, and avoids unnecessary integration work.

01

Export

Provide an agreed, minimal dataset of inactive leads or unsold estimates. Sensitive fields not required for the analysis stay out.

02

Score

We clean and rank records using transparent rules such as age, value, status, service type, and last interaction.

03

Review

Your team reviews the opportunity list and message drafts before any external communication is considered.

04

Operationalise

If the pilot shows value, we implement the approved follow-up cadence in your CRM, spreadsheet, email, or workflow platform.

What You Receive

A decision-ready recovery pack

The output is designed for action—not another dashboard nobody owns.

  • 01
    Prioritised opportunity listRanked with reasons, not opaque AI scores.
  • 02
    Recovery summaryPipeline value, ageing, status gaps, and recommended next actions.
  • 03
    Follow-up draftsChannel-appropriate message options for human review.
  • 04
    Workflow recommendationManual-first, n8n, Make, CRM, or custom integration based on need.
  • 05
    Implementation scopeA clear fixed-scope proposal only if the evidence supports automation.
Best Fit

Built for service businesses with real pipeline history

Good fit

  • Recurring estimates or proposals
  • CRM, Jobber, Housecall Pro, GoHighLevel, Sheets, or exportable records
  • A clear owner for follow-up
  • Enough historical volume to prioritise

Not a good fit

  • No historical lead or estimate data
  • Expectations of guaranteed sales
  • Unapproved mass messaging
  • No team member available to review or act
Request a scoped review

Find out whether your existing pipeline contains recoverable value.

Tell us what system you use and roughly how many inactive estimates or leads you have. We will recommend the smallest responsible first step.

Request a Recovery Review Explore Automation Services