For independent HVAC & roofing operators · $1M–$5M · DFW

Found money. From the cold quotes already in your CRM.

Most owners are looking for new leads. The leak is somewhere else — cold quotes the team never worked, web inquiries answered too late, finished jobs that never got asked for a review.

I find the money. You collect it. Fixed price. A 15% holdout pool to prove the math. Refund if it isn't there.

See how the report works →
The free report is mailed to the owner. One follow-up call about a week later, then it's your move.
Sample
Three leaks. Every shop. Every time.

The biggest line item in your P&L isn't on your P&L.

~30 pts
Quote follow-up gap

Shops without structured follow-up close 25–35 out of 100 quotes. Shops that work the cold list close 50–65. That's the leak — already sold once, never closed.

5 min
Speed-to-lead window

Web inquiries answered in under five minutes book at roughly twice the rate of ones that wait an hour. Most shops respond same-day or next-day. The homeowner already called the next name on the list.

3×
Review & referral velocity

Top operators ask every finished job for a review and a referral. Most independents sit at one-third the rate of their tier peers — and feel the local-pack squeeze.

One front door. One audit. One engine.

The report opens the door. The audit puts hard dollars on each leak. The engine works the biggest one, month after month. Each step earns the next.

One-time · the proof

Found Revenue Audit

Two weeks inside the shop. CRM, phones, listings, finished jobs. Output is a Recovery Plan with hard dollars on each leak and a single recommendation for what to fix first. One page.

  • 14-day timeline. Signed engagement letter.
  • Measured from CRM exports, call logs, proposal PDFs you provide
  • 15% holdout pool — attribution built into the design
  • If I find less than $2,500 in recoverable revenue, you get every penny back
$2,500 + 15% of recovery, capped at $7,500
How the audit works →
Monthly · the keeper

Cold Quote Recovery Engine

I sit inside your CRM and work every cold quote on a structured cadence the sales team never gets to. Each recovered job lands in your system with a name and a dollar attached.

  • Manual, from your CSV export — no technical integration required.
  • Owner approves every message template before send
  • 15% holdout pool maintained for ongoing attribution
  • Monthly recovered-revenue report. In person when possible.
from $895/mo · $1,000 setup
How the engine works →
Method · The holdout pool

I don't pad the scoreboard.

Marketing services bill you for everything that happens after they show up. I don't. I leave 15% of your cold quotes alone, on purpose. After 30 days, you see what came back from the worked pool versus the holdout pool. Side by side. The difference is the recovery.

You don't pay me for jobs that would've closed anyway. If the audit finds less than $2,500 in real recoverable revenue, you get every penny back. The math is the math.

Specific · Sourced · Provable
Sample · 412 cold quotes After 30 days
Worked · 85%
22 of 100 closed
$78K
Holdout · 15%
4 of 100 closed
$4K
Attributable recovery $74K ↑
Worked pool vs. holdout pool. Same source list. Same 30-day window. The gap is the recovery the engine is built to produce. Illustrative model, not a real client result.

Find. Fix. Reclaim.

Three steps. Each one earns the next. The report opens the door. The audit is the proof. The engine brings the money back, month after month.

01 / Find

The Lost Revenue Report

A free PDF. Addressed to the owner. Mailed in a sealed envelope. Three leaks named, each with a conservative dollar range. About a week later, one phone call to make sure it landed. Then it's your move.

Cost Free
02 / Fix

The Found Revenue Audit

Fourteen days inside the shop. CRM, phones, listings, finished jobs. The output is one page: a Recovery Plan, hard dollars per leak, a single recommendation for what to fix first.

One-time $2,500 + 15%
03 / Reclaim

The Cold Quote Recovery Engine

Every month, recovered jobs land in your CRM with names and dollars attached.

Recurring from $895 / mo
It's not a lead problem. It's a follow-through problem.
How I'm different from a marketing agency
What I do
  • Work the cold quote list you already have
  • Measure recovery against a 15% holdout pool
  • Refund the fee if I find less than $2,500
  • Owner approves every message before send
  • Pull from your own data and public signals
  • Plain English. The math is shown.
What I don't
  • Secret-shop your business
  • Submit fake inquiries to test you
  • Waste your sales team's time to make a sale
  • Sell you new leads or promise rankings
  • Lock you into 12-month contracts
  • Take credit for jobs that would've closed anyway
About

Built for the operator with money already on the table.

The shape of the thing
Who
Independent HVAC & roofing operators, $1M–$5M annual revenue.
What I measure
Quotes. Speed. Reviews & referrals.
How I sell
I don't. The report does.
How I prove it
15% holdout pool. Refund if I find less than the fee.

The Recovery Engine is one operator. I read CRM data for a living and tell owners what's leaking, in plain English, with the math shown.

I don't sell new leads. I don't pitch from a deck. I mail a free Lost Revenue Report addressed to the owner, with a dollar figure on the cover and three leaks named inside. About a week later, one call to make sure it landed. If nothing in it hit a nerve, you keep the report.

Every engagement runs on the same three rules: conservative numbers, a holdout pool for attribution, a refund if the math doesn't show up. The audit is the proof. I'd rather walk away than ship work that fails at month 6.

After the report lands

One call to check it landed. The rest is your move.

The free Lost Revenue Report is mailed unsolicited to a short list of owners I've already researched. No form. No list. No drip.

About a week after it arrives, I call once to make sure it landed and ask if anything in it hit a nerve. If not, that's the end of it. If something did, the next move is yours — phone is fastest.

Call (214) 592-2238 → randy@therecoveryengine.com