Field-tested operating tools

Turn CRM backlog into a measurable decision.

These resources help home-service operators and their service partners decide whether old estimates can support a controlled recovery sprint—before customer-level data is shared or a campaign is launched.

01Interactive scorecard · 5 minutes

Old Estimate Recovery Readiness Scorecard

Score the ten controls that determine whether a recovery campaign is ready, fixable, or unsafe to launch.

  • Record volume and average job value
  • Eligibility, suppression, and approvals
  • Sales capacity, attribution, and reporting
Score your pipeline
02Operator guide · 8 minutes

Revenue Recovery Partner Playbook

A practical breakdown of the five gates an agency, CRM consultant, or call center should control before it operates a contractor sprint.

  • Partner, contractor, and program ownership
  • Pilot controls and escalation triggers
  • Collected-revenue attribution and economics
Read the playbook
03Economics guide · 8 minutes

Marketing ROI vs. ROAS

Learn which marketing numbers actually describe contractor profitability—and why old-estimate recovery needs a different measurement model.

  • ROI and ROAS formulas with contractor examples
  • Gross margin, operating cost, and actual collections
  • Attribution rules for campaigns with no new ad spend
Read the economics guide

Trade-specific guides

Apply the operating system to the records you actually have.

Roofing, HVAC replacement, and window and door projects require different segmentation, revalidation, suppression, and reply handoffs.

RoofingUnsold roofing estimate recovery↗HVAC replacementReplacement proposal recovery↗Windows & doorsProject quote recovery↗

The standard

A useful campaign is eligible, approved, and auditable.

Counts before contactsEvaluate volume, value, systems, and operating capacity without moving homeowner data.

Controls before copyProve eligibility, suppression, approval, handoff, and pause procedures before writing messages.

Collected cash before feesUse signed attribution rules and reconcile actual collections, exclusions, refunds, and disputes.

Ready to test the opportunity?

Start with business-level counts. Keep customer data out of the form.

Run the instant free scanUse all six free calculators ↗