Recoup
Your Revenue
Walkthrough
Prepared for {{OWNER_FIRST}} at {{PROSPECT_COMPANY}}
{{WALKTHROUGH_DATE}}
What we found. What we run. What it returns.

The revenue is already moving through your business.

We recoup what's leaking, make sure it converts, then use that data to find who's next. Today we walk you through how that runs at {{PROSPECT_COMPANY}}.

Operator
{{OWNER_FIRST}} · {{PROSPECT_COMPANY}}
Market
{{CITY_STATE}}
Walkthrough length
~35 minutes
Decision today
Yes, no, or the objection
01Reframe
Recoup · Walkthrough

Here's what we heard you say.

Three things came up on discovery. We're going to use your language for the pain, ours for the mechanism, then yours again for the outcome.

Their language · the pain

"My techs are killing it in the field. The leak is happening somewhere between the phone, the estimate, and the follow-up."

Recoup language · the mechanism

A seven-layer touch point system. An intelligence layer that decides who to reach, when, and why. We run it. You see the results.

Their language · the outcome

Calls answered. Estimates closed. Past customers booking again. Time back. Clarity on what's actually working.

01Pain 02Mechanism 03Outcome

You don't have a demand problem. You have a touch point problem. That's what the next six slides are about.

02Show the leak
Recoup · Walkthrough

What we found at {{PROSPECT_COMPANY}}.

Three places revenue is moving through your business and not converting. The total below is a range, not a guess. It's what the audit math gives us with your numbers as inputs.

Monthly revenue leak · estimated range
${{MONTHLY_LEAK_TOTAL}}/ month

That's demand you already paid for, walking out the back door. No new ad spend. No new techs. The work to recover it is system work.

Your Recoup Score
{{RECOUP_SCORE}}/10
{{SCORE_BAND_LABEL}}
Where you sit on the Recoup Score today. It's a neutral diagnostic, not a grade. The system improves it month over month.
Entry layer at signup
{{ENTRY_LAYER}}Convert starts here · stacks upward over time
Pillar 01 · Capture
${{MISSED_CALL_LEAK}}/mo
Missed-call leak

{{MISSED_CALLS}} calls/month going to voicemail, dropping after-hours, or routing to a tech in the field. At your {{AVG_JOB_VALUE}} average ticket and a 42% lost-conversion rate, that's the monthly cost.

Pillar 02 · Convert
${{ESTIMATE_LEAK}}/mo
Estimate leak

{{UNCLOSED_ESTIMATES}} of {{ESTIMATES_SENT}} estimates sent last month went cold. No second touch, no third, no system asking why. Revenue you priced and never closed.

Pillar 03 · Revive
${{DB_LEAK}}/mo
Dormant database leak

{{DORMANT_COUNT}} of {{DATABASE_SIZE}} past customers haven't heard from you in 12+ months. They are not gone. They have been forgotten.

These are the three pillars the Recoup system attacks in Phase 1. Every dollar above sits inside one of them.

03Show the system
Recoup · Walkthrough

Seven layers. One conductor.

Each layer is a touch point delivery mechanism. You start where your score puts you. As the system runs, you advance. Each step up is more precision, more revenue, more proof.

L1
Capture
Missed-call recovery. Every ring that drops gets a touch within minutes.
Active month 1
L2 · You start here
Convert
Estimate follow-up. Three touches across the right windows. The estimate either closes or you learn why.
Your entry layer
L3
Revive
Dormant reactivation. The intelligence layer picks the right contacts. Not a blast.
Active month 1
L4
Reputation
Post-job review touch. GBP rating moves. Stars compound. More inbound demand.
Stacks month 2
L5
Grow
Referral flywheel. The right customers get the right ask at the right moment.
Stacks month 2
L6
Retain
Maintenance reminders. Warranty windows. Equipment age becomes a touch trigger.
Stacks month 3
L7
Signal
The intelligence layer. Prioritization across every other layer. The conductor.
Live from day one
Where you start · {{ENTRY_LAYER}}
Active in Phase 1
Stacks in over months 2 and 3

The system maximizes high-quality, well-timed touch points across the customer lifecycle. More touches, sent better, against the right contacts. That is the entire mechanism.

04The intelligence layer
Recoup · Walkthrough

Most operators can't tell you what actually worked. We can.

Every touch point. Every reply. Every booking. Logged with outcome. The system learns. Over time, your team stops guessing about what to do next. Recoup tells them. Or takes the action itself.

"Every action feeds the system. It learns, gets more precise, and over time you stop guessing about what to do next. Recoup tells you. Or takes action."

The intelligence layer · operator-facing framing
Tier 01 · Wedge
The audit + Recoup Score

Opens the door. Surfaces the leak with real numbers. Anyone can copy this in ~6 weeks. We don't pretend otherwise.

Not the moat. Not trying to be.
Tier 02 · Product
The orchestrated 7-layer system

Run as a managed service. The intelligence layer is the conductor, deciding which layer fires next per contact. Point solutions structurally cannot do this.

The product · what you buy
Tier 03 · Moat
The learning loop

A cross-layer, outcome-labeled dataset that competitors cannot collect. They operate one layer. Capital cannot compress time-to-accumulate.

The moat · why we win

Your Sidekick is the client-facing voice of the intelligence layer. You name it. It reports. It acts. It gives insight. Every action it takes is bounded by rules you set at onboarding and tuned to your real revenue outcome.

05The numbers
Recoup · Walkthrough

What this returns. In your dollars.

Two scenarios. Both honest. Both grounded in the Math Framework with your inputs from discovery. Both net positive above our fee.

Conservative scenario
Recovered / month ${{CONSERVATIVE_RECOVERY}}
Less Recoup fee $1,650
Net to you / month ${{CONSERVATIVE_NET}}
{{CONSERVATIVE_ROI}} return on the $1,650/mo fee · the floor, not the ceiling
Realistic scenario
Recovered / month ${{REALISTIC_RECOVERY}}
Less Recoup fee $1,650
Net to you / month ${{REALISTIC_NET}}
{{REALISTIC_ROI}} return on the $1,650/mo fee · what we're aiming for by month 3
Guarantee
We agree on a recovered-dollar floor at signup. If month 1 doesn't clear it, month 2 is free. No percentages, no fine print. Real dollars or no fee.
${{GUARANTEE_FLOOR}}month 1 floor
Break-even {{BREAKEVEN_JOBS}} recovered jobs/month  ·  $1,650 ÷ {{AVG_JOB_VALUE}} avg ticket  ·  everything above this is net new

These are ranges because honesty is the brand. The Math Framework v2 confirmed conservative at 14× ROI at Sunrise, ~19× at RKM. Your number lands inside that envelope. We don't make up percentages and we don't promise single-dollar precision we can't deliver.

05BThe compounding engine
Recoup · Walkthrough

We don't just win the job back. We make the customer worth more, for years.

The number on the last slide is monthly recovery. This is the part that doesn't show up in a single month. Every job you keep alive is worth more the longer the relationship runs. That's why this is a permanent engine, not a one-time recovery.

One customer · first job to full relationship
$475 $3,000+
Up to 6× the same customer

A {{AVG_JOB_VALUE}} first job is a customer worth three thousand dollars and up over the relationship. Same customer. Same ticket sizes. The system just keeps every step of the relationship from drifting.

How one job compounds
·First job The job you booked. Acquisition is already paid for. Everything after this is pure relationship. $475
L4Reputation The review touch lifts how often this customer comes back. $546
L5Grow They refer a neighbor. A new customer at zero acquisition cost. $602
L6Retain Maintenance agreement plus the repeat work a kept relationship books, year after year. $3,188
L3Revive When they start to drift, the system brings them back before they're gone. $3,000+
Why only Recoup can move this number

The review, the referral, the maintenance reminder, the win-back. Each one lives in a different layer. A point tool that only answers the phone, or only chases an estimate, can win a job back. It cannot grow what the customer is worth, because it never runs the full loop. The full loop is the engine. Only the full loop grows lifetime value.

Illustrative model for a typical $2M home-services operator: avg service ticket $475, $350/yr maintenance, 75% same-company replacement and 65–85% repeat rate for maintained customers (vs. 20–28% without), 18% referral rate. Individual results vary; figures show modeled lifetime value, not a guarantee.

06The promise
Recoup · Walkthrough

Three jobs. One system.

Capture what's earned. Close what's open. Find who's next.
What Recoup is

For service businesses, Recoup is the system that moves touch points to revenue. A decision layer that uses actionable intelligence to capture leaked revenue and decide who to reach next. Recouping your time, energy, and clarity so you can focus on what you do best.

What it returns to you

Calls answered. Estimates closed. Past customers booking again. A dashboard that tells you what worked and what's next. And the thing most operators never get: the right to stop guessing.

Brand promise The system that's always in your corner.
07The ask
Recoup · Walkthrough

Sign today. We start Monday.

Two numbers. Four weeks to fully live. One CTA. Either yes, or the objection that's keeping it from being yes.

Monthly
$1,650/ month
Flat recurring. No rev-share. No pay-per-lead. No surprises. Cancel anytime after month 3.
One-time setup
$1,000
Covers onboarding, FSM/CRM integration, GHL provisioning, A2P registration, the first audit baseline, and the workflow stack going live.
Week 01
Onboarding

Service agreement signed. DPA signed. FSM connected. Audit baseline locked. Recoup Score recorded.

Week 02
Capture + Convert live

L1 missed-call recovery firing. L2 estimate follow-up firing. First touch points landing. First dollars surfacing on the dashboard.

Week 03
Revive activates

L3 dormant reactivation begins, prioritized by the intelligence layer. Sidekick goes live in your dashboard.

Week 04
First recap

First month of recovered dollars reported. Guarantee floor checked. We agree on the month-2 plan and what stacks next.

Sign today. We start Monday.
One agreement. One DPA. One Stripe authorization. Onboarding window opens this week.

If today isn't a yes, that's fine. Tell me the objection. We'll either solve it on this call or we won't, and either way you'll know.

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