Free pipeline review

Find the best next step for your open proposals.

For roofing and exterior contractors: review your open quoted value, see how a 14-day recovery process works, and ask whether it fits your pipeline.

No homeowner data or estimate files here. The quoted-value math is not a revenue forecast.

Your open pipeline

What proposals are still waiting for a next step?

Open quoted value to review

$30,000

10 open estimates × $3,000 average estimate.

This is not expected recovered revenue. Results vary; no recovery rate or outcome is guaranteed.

Sample deliverable · illustration only

What a 14-day follow-up plan could look like

This is a process example, not a customer case study or a promise of results. In the free review, we discuss whether this process fits your pipeline before asking you to commit to a sprint.

  1. Days 1–3: Build the eligible list.Review open quotes and remove sold, cancelled, duplicate, outdated, and do-not-contact records.
  2. Days 4–5: Approve the outreach.Your team signs off on the audience, exact message, channel, and reply handoff.
  3. Days 6–14: Follow up and report.Send only approved messages, pass interested replies to your team, and report activity and observed outcomes.
Illustrative message draft

Hi [first name], I’m checking in on the [service] estimate we sent on [date]. If timing or scope has changed, reply and let us know. We’re happy to answer questions or update the quote. — [Your company]

No messages are sent from the Revenue Check. A real sprint requires a signed agreement, secure export, payment, and written audience/message/channel approval.

Company-only pipeline review

Ask us to review your open-estimate process.

Share a few company details and we’ll review whether the $650 sprint fits your pipeline. This is a conversation before a commitment—not a purchase or service start. Do not submit homeowner data or estimate files.

More details (optional)

14-Day Unsold Estimate Recovery Sprint — $650 one-time. If ongoing management makes sense afterward, the sprint fee is credited toward the first month. Submitting this review does not charge you or start service.