ServicesAI Revenue Recovery

Recover the revenue already sitting in your CRM.

You already paid to find these customers.

The quote went out and nobody replied. The customer was happy, then two years went by. Your team meant to follow up, and the next new lead got the attention instead.

Every month, I run campaigns to your unanswered quotes and quiet customers. AI helps draft the messages, your team takes over when someone replies, and you get one number at the end of the month: revenue recovered.

Book a free discovery call

Already know where revenue is slipping? Discuss this service.

Chris MBS Latham pointing at the camera with a big smile, wearing a black bomber jacket

Let's go get it back.

The cheapest lead is the one you already have.

A new lead costs more every year. Meanwhile, most service businesses have estimates nobody answered and past customers nobody has spoken to since the job was done.

A follow-up sequence built once helps for a while, then goes stale. Your list changes every month. New quotes go unanswered, seasons turn, and different customers come due. So the campaigns change every month too.

Three places the revenue is hiding

Open quotes. Estimates you sent that never got a yes or a no.
Dormant customers. People who bought once, were happy, and have not been back.
Due and seasonal work. Customers whose next service, renewal or seasonal job is coming up.

What's included

Setup in month one: your quote and customer lists sorted into segments, tracking in place, and a starting baseline agreed.
A monthly campaign plan across open quotes, dormant customers and due work.
Email and text message copy, drafted with AI, edited by me and approved by you.
Stop rules and human handoffs. Messages stop when someone replies, and your team gets the conversation.
Consent and list checks before every send.
A monthly report showing replies, bookings and recovered revenue for each campaign.
A monthly review call to choose next month's campaigns.

You keep the relationship. Every message goes out from your business, in your name, and every reply goes to your team.

How recovered revenue is counted.

We agree the rules in writing before the first message sends, so the number in your report is one you trust. A job counts as recovered when all four are true:

It was in a campaign
The contact was in one of that month's campaigns.
They had gone quiet
No reply for 30 days on a quote, or no purchase for 12 months as a customer.
They came back
They replied or booked within 60 days of the campaign.
The value is yours
It comes from your own system: the booked job or the paid invoice.

These windows are the usual starting point, and we adjust them to your sales cycle before we start. If your CRM doesn't hold job values yet, we count bookings and agree an average value, or set up tracking first.

Tracking is set up in month one, and every number lands on one monthly scoreboard.

Sample story, not a real client

One month of recovery campaigns

The situation: A plumbing and heating company in Edmonton, Alberta had sent hundreds of estimates over the past year and heard nothing back on about half. Past customers had not been contacted since their last job.
What ran that month: Three campaigns: a check-in on every unanswered estimate from the last 90 days, a maintenance reminder to customers whose last service was more than a year ago, and a short note from the owner to customers who had not been back in two years. Replies went straight to the office manager, and the messages to that person stopped.
The result: The month-end report showed 412 messages sent, 57 replies, 19 booked jobs and $31,400 in recovered revenue, listed campaign by campaign.
Sample figures to show how the monthly report reads. Your numbers depend on your list, your market and how fast your team answers.

Sample testimonial

We had no idea how much work was sitting in old estimates. Now there is a number for it every month.

Plumbing and heating companyEdmonton, AB

A few practical details

Chris MBS Latham pulling his jacket open like a superhero to show the Happiness Co. shirt underneath, grinning

Can you guarantee a revenue number?

No. Results depend on your list, your offer and how quickly your team answers replies. Once I've seen your list, I'll tell you what looks realistic. After that, the monthly report shows what happened.

What do we need to have in place?

A record of past quotes and customers with contact details, a CRM or email and text platform, and someone who can answer replies quickly. If your records are scattered, the month-one setup sorts them, or we start with the assessment.

Will this annoy our customers?

Messages are useful, spaced out and written to sound like you. They stop when someone replies or opts out, and nothing sends without your approval.

Who are you allowed to message?

Only contacts you have permission to reach under the rules that apply to you, such as CASL in Canada and the TCPA and CAN-SPAM in the US. Contacts without clear consent are left out.

We already have automated follow-up. Why would we need this?

Keep it. Automations usually cover the first few days after an enquiry. This covers what they miss: the quotes and customers that went quiet weeks, months or years ago. And it changes every month.

How soon will we see results?

The first campaigns go out in month one, once the lists and tracking are ready. How quickly replies turn into booked work depends on your sales cycle.

How much does it cost?

It's a monthly retainer with a 3-month minimum, priced to the work your business needs. We'll talk about it on your free discovery call, and you'll get a clear price before anything starts.

What happens if we stop?

You keep your lists, the message copy and every report. The campaigns stop.

Free discovery call: AI Revenue Recovery

Find out what's sitting in your list.

Book a free discovery call. If you can, bring a rough count of the quotes you sent last year and how many you won. We'll look at where the gap is and whether it's worth going after.

Share a few details. I'll call you, usually within minutes and always within one business day. Nothing is booked or charged until we've talked.

Chris MBS Latham standing with a laptop under his arm, smiling

Recover the revenue already sitting in your CRM.

The cheapest lead is the one you already have.

Three places the revenue is hiding

What's included

How recovered revenue is counted.

It was in a campaign

They had gone quiet

They came back

The value is yours

One month of recovery campaigns

A few practical details

Find out what's sitting in your list.