Ten seconds
Watch it run. Then try it yourself.
Every tile is an opportunity with money attached and a window before it goes cold. Watch what happens to the ones nobody reaches.
The revenue journey
Every step has an owner. The handoffs do not.
Revenue moves through the same five people in every trade business, and every one of them does the job they were hired for.
Step 01
Marketing
Generates the opportunity.
Step 02
The CSR
Answers and books the call.
Step 03
Dispatch
Assigns it, runs the board.
Step 04
The technician
Presents the estimate.
Step 05
Your FSM
Records the revenue.
- Marketing to CSRNobody owns this handoff.
- CSR to dispatchNobody owns this handoff.
- Dispatch to technicianNobody owns this handoff.
- Technician to FSMNobody owns this handoff.
Revenue recovery · unassigned
Not because your team does not care.Because revenue recovery was never anyone’s job.
The disconnected story
Every report tells a different story.
- Marketingsays the campaign worked.
- Operationssays the team stayed busy.
- Salessays the estimates were sent.
- Financesays revenue missed the target.
Four departments. Four different stories.Every one of them has blind spots.
| Your system | The part it holds | Blind to |
|---|---|---|
| Marketing | How demand was generated | What happened next |
| Call tracking | How the conversation began | Whether it booked |
| Field service software | What happened operationally | What was never entered |
| Sales | What was proposed | Why it went quiet |
| Finance | What was collected | Everything before that |
Every system holds part of the answer. Not one of them holds the handoffs between them.
You don’t need another version of the story.You need the whole story.
You have heard this before
Three objections. Two of them are true.
- “We have dashboards.”True. The question is not whether you have data. It is whether it reaches someone early enough to act.
- “We track our numbers.”True. You track what sold. Almost nobody tracks what went cold, what was worked, and what came back.
- “My team does this.”Your team owns their jobs. Ask who is responsible for a missed call at 2pm and wait for the answer.
The reframe
Seeing it is not recovering it.
Marketing has moved on. The CSR is on the next call. Dispatch is running the board. The technician is at the next house.
A shop can see an unsold estimate sitting there and still never chase it. Software can flag it. Somebody still has to pick up the phone.
The three services
See it. Measure it. Recover it.
Three products. Each one answers a question your reports cannot.
01 · See it
Revenue Intelligence
See revenue moving through Marketing, Operations and Revenue on one live board.
See the whole revenue journey.
02 · Measure it
Marketing Edge
See which marketing creates good leads, booked work and collected revenue. Not just calls and forms.
Measure marketing by revenue.
03 · Recover it
Revenue Recovery
Give every missed call, unbooked lead, cancellation and unsold estimate an owner, a next action and a deadline.
Recover it while there is still time.
What it costs
Six ways revenue goes cold. Each one on a clock.
| Item | Condition | Window |
|---|---|---|
| Missed calls | Someone called and nobody picked up. | Minutes |
| Unbooked leads | They reached you and it never became a job. | Hours |
| Unsold estimates | The technician quoted the work and it went quiet. | 24 to 72 hours |
| Cancellations | A booked job left the schedule and was never rebooked. | Days |
| Cold opportunities | The customer stopped moving and nobody noticed. | Varies |
| Revenue at risk | Money still in play, heading the wrong way. | Live |
Illustrative: $402,178 goes cold in a month at 700 calls, 54% booking and a $1,249 ticket.All six are already happening in your business today.
The recovery window
You can only recover revenue while there is still time to act.
The window is not the same for every signal. A missed call has minutes. An unsold estimate has a few days. The principle is constant: delay consumes the chance to recover.
Nobody works it
- The estimate sits, and the homeowner keeps looking.
- A competitor answers while the need is still urgent.
- The window closes quietly. Nothing is recorded.
- It appears in next month’s report as revenue that never existed.
Somebody owns it
- The opportunity is visible the moment it stops moving.
- Its value and its remaining time are both known.
- A named person works it inside the window.
- The outcome is recorded either way, recovered or not.
The same opportunity. A different outcome.
The difference was not more marketing. It was somebody acting while the outcome could still change.
Real results from trade businesses
Recovered revenue is the proof.
+23%close rate
over 90 days
$121,000 recovered
Home Heroes Plumbing, Heating & Air
50%of PPC spend
cut in one week, no drop in leads
$5,000
Transou’s Plumbing & Septic
75%Market Burn
uncovered in 30 days
Share of marketing investment
Cisneros Brothers Plumbing, Heating & Air
Customer reported, published with permission, not guarantees. Documented in the 2026 Moneyball Index, published by Signal Club, applying the Moneyball for the Trades method, with operating data supplied by Revalytics. Read the study.
The missing position
Revenue recovery is a position, not a process.
You are not missing a report. You are missing somebody whose job this is.
We do not do it for you. Sending in an outside team leaves the position empty and the gap exactly where it was. We certify the person inside your business who owns it, and we give them the view they need to do the work.
01
Revenue Analyst
Reads the board. Knows what has gone cold, what it is worth and how long is left.
02
Revenue Recovery Specialist
Works the queue. Owns the handoffs nobody owned and records what came back.
03
Your business runs it
Certification is delivered once and the capability stays. You supply the person.
Two operator levels, held inside the business. Two partner levels for agencies, coaches and advisors.
Find out where you stand
You have read the argument. Now measure your own business.
Three numbers you already know and six questions about who works what. At the end you get your recovery rate: how much of the revenue going cold in your business is getting back to you, and how far that sits from a 20% goal.
- 30 secondsThree sliders and six questions. Nothing to connect, nothing to install.
- No emailThe result appears on the screen. There is no form in front of it.
- Your numbersSized to your call volume, your booking rate and your average ticket.
Questions owners ask
Before you start.
What can Revalytics change in my systems?
Nothing. The connection is read only. It reads the systems already running your business and writes nothing back.
Is this another dashboard someone has to watch?
No. The scoreboard shows what happened. The work is driven by the recovery queue, which routes each opportunity to the person who owns it.
What happens to an opportunity nobody works?
It is recorded as not recovered, with the reason and the time it sat. One that was never touched shows up as clearly as one that came back.
So my own team does the recovery work?
They do. That is the only way it works. We supply the view and the certification; the staff time is yours to fund, and that is the real cost of the function.
Is the 20% a guarantee?
No. It is the goal Revalytics sets for a business running the function, not a published finding. What the Index does document is $121,000 recovered by Home Heroes Plumbing, Heating & Air over 90 days with no additional marketing spend, and a 23 point close rate improvement.