Your CRM is holding revenue you already paid to generate. I find where it leaks out of your shop — and install the system that recovers it.
Not another AI subscription. A recovery system built on the stack you already run — ServiceTitan, Housecall Pro, Jobber, or no CRM at all — installed in weeks, measured in booked jobs, and owned by you when I'm done.
Every shop knows about the first leak. Almost nobody measures the second — and it's usually the biggest.
A shop sending 100 estimates a month at a $5K average has ~$200K sitting open at any time. Most sales close after the 4th touch. Most shops stop at one.
85% of those callers won't leave a voicemail — they call your competitor. In HVAC, 62% of calls come in after hours, and emergency calls are worth 2–3x a routine ticket.
Your database of past customers ages quietly — no reactivation, no maintenance-plan renewals, no review requests. That's paid-for demand going stale.
Sources: industry benchmarks 2024–2026 (call analytics, field-service platform reports, sales follow-up research). Your Leak Audit replaces these averages with your own numbers.
Each module attacks one leak. They share your CRM as the single source of truth, and every automated action is logged — with a human approval gate where it matters.
An AI agent works your open and aged estimates on a disciplined cadence — personalized SMS and email, plus a natural-voice follow-up call that answers questions and captures objections. Every response is logged to the estimate in your CRM; anything warm is handed to your comfort advisor to close.
A voice agent answers every call — after hours, weekends, and overflow during the summer rush. It books jobs directly into your calendar, triages true emergencies for escalation, and texts the caller a confirmation. Answering on the first ring alone lifts booking rates ~15%.
Your past-customer database becomes a revenue channel: seasonal reactivation campaigns segmented by equipment age and last visit, maintenance-plan enrollment and renewals, and frictionless review requests at the moment the job closes.
The tools category is real — platforms in this space charge $1,000–$3,000 a month, forever, and most gate out shops under $3M. This is a different deal.
Fixed-fee install, then it's yours: the agents, the numbers, the data, the playbooks. Ongoing maintenance is a few hundred dollars a month — not a four-figure subscription with per-minute anxiety.
ServiceTitan, Housecall Pro, Jobber, FieldPulse — or spreadsheets. The install includes the unglamorous part vendors skip: cleaning up estimate statuses and CRM hygiene so automation actually knows who to follow up with.
Point tools cover one leak each and don't talk to each other. This is one connected install across estimates, calls, and your customer base — with one report that shows recovered dollars, not vanity metrics.
AI does the persistence; your people do the closing. Escalations, discounts, and anything sensitive route to a human. Every automated action is logged and reviewable.
I pull your real numbers: open estimates older than 30 days, missed-call volume (including a mystery call to your own line), and database staleness. You get a one-page leak report in dollars per month — yours to keep either way.
Fixed fee, scoped from the audit: one, two, or all three modules. Includes CRM cleanup, integration, agent setup in your voice and pricing logic, team training, and documentation. No results in the first 60 days on Module 1 — you don't pay the final milestone.
Hosting, monitoring, prompt and cadence tuning, and a monthly recovered-revenue report. That's it — the system is yours, this keeps it sharp.
For shops that want an operator on call: new automations (AR & collections, dispatch analytics, paid-search agent), pricing and margin work, quarterly leak re-audits.
Twenty years as a founder and operator: a company built and sold, a ~100-person organization led with full P&L ownership, and a co-founded construction marketplace. Today I design, build, and run AI systems end to end — the systems in this offer are patterns already running in production, not slideware.
Full background: korets.net/cv
One week, $1,500, credited toward the install. You get your real numbers in dollars per month — and keep the report even if we stop there.
Book a Revenue Leak Audit