The Revenue Recovery Desk for local service businesses
The Revenue Recovery Desk for local service businessesRecover the revenue already inside your business.
Revenue Reclaim AI finds neglected leads and stale estimates, prepares the right follow-up, and documents each opportunity through its supported outcome.
We do the monitoring and follow-through. You only review the actions that require judgment.
- Managed service, not a dashboard
- You approve what needs judgment
- Every action is logged
Today's Recovery Brief
Northstar Home Services · Today, Jul 21 · current view
Northstar Home Services
Today, Jul 21 · current view
Synthetic demoOpen value · today's brief
$47,620
active slice · not recovered
Prepared for you
7
follow-ups drafted
Needs your approval
3
judgment required
Customer replies
2
since yesterday
Decision 1 of 3 · needs your approval
Low riskDana Mitchell
Sewer line repair and partial excavation
EST-10482 · 18 days open · viewed, no reply
Value
$12,840
Prepared in your voice — waiting on approval before any simulation or founder preview.
Workspace preview only · these controls do not change data or open an account.
Also waiting on you
- Marcus LeeFoundation drainage · sensitive — needs review$28,600
- Taylor BrooksNew service request · no callback recordedNeeds review
Routine monitoring and follow-up continue in the background.
Revenue Leak Map
See exactly where revenue is slipping away.
Before you spend more on demand, we map the money already sitting inside your business — by channel, value, and age — showing where each flow breaks, where we intercept it, and what needs your judgment.
Revenue Leak Map
Northstar Home Services · where revenue is slipping today
$114,060
open across the two founder-test workflows · not recovered revenue
23 reviewed records across stale estimates and neglected leads
Founder-test recovery scope
$114,060 open across 2 workflows
Business flow
Estimate viewed twice
Leak point
No follow-up · 18 days
Intercepted
Follow-up drafted in your voice
Recovery state
Waiting on your approval
Dana Mitchell · EST-10482 · $12,840. Detected from the estimate record and view log, ranked high on value and timing, contact valid, no suppression flags. A follow-up is prepared and held for your sign-off.
- Leak point
- Never contacted
- Recovery state
- Ready to prepare
Financial truth
Every dollar is categorized honestly.
Open opportunity value is never presented as recovered revenue. We keep what could be recovered separate from what is actually booked and collected.
Recovery position
Synthetic demoOpen opportunity value — all reviewed records
$114,060
Total value still in play across the reviewed neglected leads and stale estimates in the Revenue Leak Map. This is not recovered revenue.
Observed · full scope
Estimated recoverable range
$13,900 – $27,800
A conservative model of what is realistically recoverable — a range, not a promise.
Medium confidence
Booked revenue
$18,450
Jobs confirmed and scheduled, attributed to recovery follow-up.
Attributed
Collected cash
$9,850
Money actually received and reconciled against invoices.
High confidence
One opportunity, tracked honestly
Dana's $12,840 estimate is never counted as recovered until it truly is.
It stays in open value while we follow up, becomes booked only when the job is confirmed, and moves to collected only when cash arrives.
- Open$12,840
- Prepared$12,840
- Booked$12,840
- Collected$4,000 depositfinal collected state
Illustrative progression of the same synthetic case. Booked and collected are shown separately. Attribution: high confidence.
The managed operating model
A managed service, not another dashboard to run.
We monitor, we prepare, you decide when judgment is required, we follow through, and the result is documented. Below is an illustrative progression of the same synthetic opportunity awaiting you in today's brief — Dana Mitchell — demonstrated over the following day.
- System
- Managed desk
- You
- Customer
- 01 · We monitorOpen · $12,840
Detected
SystemAutomaticEST-10482 surfaced: a $12,840 sewer line estimate, viewed twice, no reply in 18 days.
Source: estimate record + view timestampsJul 21 · 09:02 - 02 · We monitorOpen · $12,840
Prioritized
SystemAutomaticRanked high on value, timing, and recovery confidence. Contact details valid, no suppression flags.
Score factors: value, age, contactabilityJul 21 · 09:02 - 03 · We prepareOpen · $12,840
Prepared
Managed deskHeld for youA follow-up is drafted in Northstar's voice, answering the excavation question and offering two scheduling windows.
Draft generated from approved templatesJul 21 · 09:31 - 04 · You decideOpen · $12,840
Approved
OwnerApproved by youYou review the draft, tighten one sentence, and approve. Nothing was sent before your sign-off.
Edit + approval recorded to the ledgerJul 21 · 10:15 - 05 · We follow throughEngaged · $12,840
Replied
CustomerDana replies with one question about the excavation and asks for a call the next morning.
Inbound reply captured and attributedJul 22 · 08:41 - 06 · DocumentedBooked · $12,840
Booked
OwnerApproved by youAfter the call, you mark the job booked. It is recorded as booked revenue — not before.
Booking event · high attribution confidenceJul 22 · 14:20
A managed service, not another dashboard to run — the desk does the work; you make the calls that need judgment.
Control and auditability
You stay in control. Everything stays on the record.
Judgment calls come to you in a short, clear queue. The system is built to protect your reputation and your customer relationships — and to reduce your workload, not add to it.
Decision Queue
Only what needs your judgment
Dana Mitchell
Sewer line repair · EST-10482
$12,840Low riskWhy it's here: Real money is attached, so the prepared follow-up waits for your sign-off.
Recommended: approve the prepared follow-up for the safe founder test.
Viewed twice · 18 days open · valid contact · no suppression flags
ApproveEditPauseMarcus Lee
Foundation drainage and excavation
$28,600SensitiveWhy it's here: Customer previously disputed scope language, so automation is blocked for human review.
Recommended: review the history before any outreach is prepared.
Prior scope dispute on file · 27 days open
ReviewRejectDocument reasonTaylor Brooks
Inbound water-heater request · LEAD-2077
Needs reviewHeldWhy it's here: Two customer records could match this request, so follow-up stays blocked.
Confirm the correct person or keep the row excluded.
Ambiguous identity · import issue remains open
Review data issue
Illustrative controls only — nothing on this public page approves, edits, rejects, or pauses work. In the protected Desk, sensitive actions always wait for the authorized person.
Suppression & audit
Checked on every action
Do-not-contact is honored first
Opt-out and do-not-contact records are checked before anything is prepared.
Sensitive actions require your approval
Discounts, refunds, legal escalation, and unusual messages always wait for you.
Complaints pause follow-up automatically
Unresolved complaints and negative job notes block follow-up until the issue is settled.
Every action is logged as evidence
Generated, edited, approved, rejected, paused, simulated, or delivered to an allowlisted founder contact — each is recorded.
Founder testing uses simulation or a separately enabled preview sent only to the founder's allowlisted contact. Customer communication remains blocked.
Recovery Ledger
Every opportunity ends with an outcome or a documented reason.
The ledger is the system of record. It traces one opportunity from the moment it is detected to the moment it is booked and collected — with evidence, responsibility, and attribution confidence at every step.
- Every action is timestamped
- Detection, drafting, edits, approvals, simulations, and founder previews each carry a time.
- Responsibility is recorded
- System, managed desk, owner, or customer — attributed on every line.
- Booked and collected tracked separately
- Open opportunity value is never counted as money already in the bank.
Opportunity detected
OpenEST-10482 · source: estimate record + view log
SystemJul 21 · 09:02Recommendation generated
OpenFollow-up drafted from approved templates
Managed deskJul 21 · 09:02Draft edited by owner
OpenOne sentence tightened · version saved
OwnerJul 21 · 10:14Follow-up approved and simulated
OpenApproval + simulation recorded · suppression checked
OwnerJul 21 · 10:15Customer replied
EngagedQuestion on excavation · requested a call
CustomerJul 22 · 08:41Job booked after call
Booked $12,840Booking confirmed by owner
OwnerJul 22 · 14:20Deposit collected
Collected$4,000 received · reconciled to invoice
CustomerJul 22 · 15:05
Outcome documented · booked and confirmed
Revenue Reclaim follow-up → customer reply → confirmed booking. High attribution confidence. Every opportunity ends with an outcome or a documented reason.