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