AI & automation
The most expensive work in a company is the work nobody did.
Not the mistakes. The gaps — the estimate that was never chased, the call that went to voicemail at 4:50 on a Friday, the completed job that was never invoiced. None of it appears in any report, because nothing happened.
What is revenue recovery automation?
Revenue recovery automation finds work that was already won or nearly won and then quietly lost — unfollowed estimates, missed calls, uninvoiced completed jobs, dormant customers — and builds automatic follow-up so it stops depending on someone noticing. It is usually the fastest-paying automation in a service business because the demand already exists.
What the work involves
- Find the gaps by looking at real data: estimates without an outcome, calls without a callback, completed work without an invoice.
- Quantify each one so the priority is obvious rather than argued about.
- Build the follow-up that closes it, automatically and on a schedule that does not annoy the customer.
- Route the exceptions to a person, with enough context that they do not have to go looking.
- Report on what the recovery is actually producing.
What you hold afterward
- The gaps identified and quantified from your own data.
- Automatic follow-up on estimates, missed calls and dormant customers.
- Reporting that shows what was recovered.
When this is the wrong thing to buy
If your data about jobs and estimates is unreliable, this finds nothing real. That is a reporting problem first, and it is a cheaper one to fix.
Questions
Operational automation, in practice.
How quickly does this show results?
Faster than most work of this kind, because the demand already exists — these are people who already contacted you. What it produces depends entirely on how many gaps you have, which is exactly what the first step measures.
Will customers find the follow-up annoying?
Not at a sane cadence with a reason to make contact. The annoying version is the one that ignores that they already replied — which is a systems problem, and the reason the follow-up has to be connected to the record rather than run off a list.
What does this need from us?
Access to the systems that hold the jobs, estimates and calls, and a person who can answer questions about how the work actually flows. The second one matters more.
Where this usually leads
This rarely arrives on its own.
Somebody spends every Monday morning turning one report into another report.
If the outcome is what you are after
- Recover lost revenueYou cannot say how many estimates from last quarter were never followed up, how many calls went unanswered, or how many completed jobs were never invoiced.
- Improve lead conversionLeads come in. You cannot say what share became booked work, how long it takes to respond, or which source produced the jobs you actually wanted.
Usually done alongside
- Business automationAutomating the repetitive work that runs a company — follow-up, scheduling, reporting, data entry and handoffs — after the process is worth keeping.
- Operations consultingFinding what is actually getting in the way — by following the work, talking to the people doing it, and fixing what can be fixed immediately.
- Software integrationConnecting the systems you already run so data moves between them automatically — instead of a person re-typing it from one screen into another.
Software that sometimes carries this
Not sure this is your problem?That is usually the most useful thing to find out first.
Answer thirteen questions about how your company actually runs and get a reading on each area — brand, website, search, reviews, software, automation, payments, operations, people, data and continuity.
Typically owner-led companies from first idea to around 500 people.