Free playbook

Five follow-up checks that find revenue already near the business.

This playbook is available without an email gate. Use it to inspect current records before buying more leads.

  1. Missed inbound: list every call, form, chat, and email from the last 30 days that did not receive a timely human response.
  2. Stale estimates: group open estimates by age, value, last contact, and a real next action. Close out the records that are truly lost.
  3. No-shows and cancellations: identify appointments that never received a rebooking attempt.
  4. Past-due invoices: separate routine reminders from disputes or sensitive accounts that need human review.
  5. Dormant customers: compare normal service cycles with the last completed job and contact only when the offer is relevant.
Evidence rule: keep estimated opportunity separate from confirmed recovered revenue. Every reported leak should point back to its source record.

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