Principal engagement
Front Desk Revenue Recovery
Recover missed calls and stalled estimates through a managed workflow built around the systems your HVAC or plumbing company already uses.
Typical scope
- -After-hours and overflow call handling with explicit human handoffs.
- -Missed-call, new-lead, and open-estimate follow-up paths.
- -CRM/FSM logging, stage updates, owner assignment, alerts, and exception tasks.
- -Native-platform review before custom tools are added.
- -Launch QA, reliability monitoring, transcript/workflow review, and ongoing tuning.
- -Weekly reporting against the baseline established in the Blueprint.
Pricing
Implementation is typically $5,000–$10,000, followed by $1,500–$3,000 per month for management. Price is based on inbound volume, locations, integrations, channels, workflow complexity, compliance, reporting, and support.
The scope comes from the $1,000 Revenue-Recovery Blueprint. The full Blueprint fee credits toward an implementation agreement signed within 60 days.
Success measures
- -Lead response and contact time
- -Qualified conversations and appointments booked
- -Open estimates reactivated
- -Recovered revenue using client-confirmed job data
- -Workflow failure and escalation rate
- -Administrative time saved
Ownership and boundaries
- -Client-owned accounts wherever practical, with a documented handoff path.
- -Approved disclosure, recording, consent, retention, and escalation rules before launch.
- -No diagnosis, legal advice, claim-outcome promises, or replacement of professional judgment.
- -No promise of a specific recovered dollar amount before a real baseline exists.
See the public Trust page for operating boundaries.
Start here
Begin with the free Missed-Call Snapshot. It uses public information to identify observable gaps and the data needed to validate them.
Get a Free Missed-Call Snapshot