“Maybe later”
isn’t always no.
Revisit the right quotes with context, timing, and a useful next step.
Revenue recovery agents for contractors
Your next job
is already in
your CRM.
Unsold estimates. Customers due for maintenance. Leads that never made the calendar. Your CRM remembers them. Rekindle finds the opportunities, runs the follow-through, and gets your team back into the conversation.
Start with a free backlog review. No CRM password required.
FROM QUIET TO QUALIFIEDExample opportunity
01 THE OPPORTUNITY
JM
Jordan MitchellHeat pump replacement
$8,400Unsold estimate Email Text Voice
A warm lead. A clear next step.03 / HANDOFF · Thursday callback requested
Every conversation gets another chance.
GOOD WORK DESERVES A SECOND CHANCE.Rehash stalled estimatesReconnect past customersTrack actual collections
THE VALUE IS ALREADY THERE
Your CRM stores the history.
We work the opportunity.
“Maybe later”
Good customers.
Another season.
Find service coming due before a familiar customer becomes a missed opportunity.
The inquiry that
went nowhere.
Spot the people who raised a hand but never made it onto the calendar.
A past job.
A new reason.
Use real service history to start a relevant conversation, not a generic blast.
THE WORK BETWEEN THE JOBS
A little follow-through.
A lot left to recover.
Good opportunities.
Already on your books.
Review the history sitting in your CRM or spreadsheet. Sort the promising opportunities from active jobs, opt-outs, and dead ends. Prioritize who is worth contacting, why, and what comes next.
A relevant check-in.
A useful next step.
Run a closely managed 30-day pilot. Use email, text, and voice only where permission and channel setup are verified. Pause on replies and route the next step to your team.
Real collections.
A clear paper trail.
Link each re-engaged conversation to the job and payment record. Review disputed attribution together. Unpaid estimates never become success fees.
30-DAY FOUNDING PILOT · PROPOSED TERMS
We win when
the work pays off.
Start with a qualified cohort and agree on attribution before the first customer check-in.
8%of attributed net collections
A $750 engagement payment after fit and launch checks pass. Fully credited against success fees—never added twice. No recurring platform subscription during the pilot.
- Up to 100 eligible estimates; agreed 60-day attribution window
- No success fee on unpaid estimates
- Sales tax and refunds excluded from fee calculations
A FOCUSED FIRST STEP
Know what you’re
signing up for.
Who is the pilot for?
Residential HVAC contractors with unsold replacement estimates, room on the installation schedule, and someone who can respond to interested homeowners. Around 50 or more recent estimates is a useful starting point.
Do we have to change CRMs?
No. Start with a spreadsheet export while we configure your connection. HubSpot and Jobber are our first integration targets. We verify the data path and handoff workflow before launching outreach.
What happens after a customer replies?
Follow-up pauses. We review the conversation and hand off interest, questions, or complaints with context. Your team confirms scope, pricing, and scheduling.
Is this already a proven revenue result?
We’re enrolling founding pilots. The example above illustrates the workflow; it is not a customer result. We agree on measurement before starting and report collections separately from pipeline value.