Managed solution 02 · Lead & Revenue Recovery

Turn open opportunitiesinto revenue.

Managed follow-up for new leads, open estimates, declined work, dormant customers, and other opportunities your team already paid to acquire.

Best for businesses with valuable leads and inconsistent follow-up

Three complete packages

Start where the outcome pays.

Each package defines the workflow, workload, and configuration included. Upgrade when the added volume or capability has a clear return.

Package 01

Lead Follow-Up

Configured around your business and supported as an ongoing managed service.

$79/ month
+$199 launch & configuration
Up to 250 new leads/month
  • Instant acknowledgement
  • Three-step SMS/email sequence
  • Owner alerts and stop-on-reply
  • One lead source and one destination
Request Lead Follow-Up →
Package 03

Complete Revenue Recovery

Configured around your business and supported as an ongoing managed service.

$199/ month
+$599 launch & configuration
Up to 750 opportunities/month
  • New-lead and estimate recovery
  • Dormant-customer reactivation
  • Two lead sources and one CRM
  • Monthly recovered-revenue report
Request Complete Revenue Recovery →

Package boundary: One business location and the included opportunity volume. Purchased contact lists, cold outbound campaigns, regulated outreach without consent, and custom sales pipelines require separate review.

Common industry fits

Configured for the way your business works.

HVACRoofingPlumbingAuto RepairConstructionLaw FirmsDentalStaffing

Common connections

Keep the tools your team already uses.

JobberServiceTitanHousecall ProHubSpotGoHighLevelSalesforceClioShopmonkey

Connection availability and API limitations are confirmed during launch. A listed platform is a common fit, not a guarantee that every account tier exposes the required access.

Defined service

Clear boundaries make it reliable.

01Consent comes first

Outreach uses client-approved audiences, channels, timing, and opt-out handling.

02Replies stop automation

A human response, booking, decline, or status change ends the sequence.

03One standard workflow

New branches, custom scoring, and complex CRM logic are scoped separately.

04External licenses excluded

Your CRM, SMS, email, and other third-party subscriptions remain your responsibility.

When the package stops fitting

Move to a custom system—not a pile of add-ons.

If the operation spans unusual rules, several teams, inaccessible systems, or custom interfaces, we map it separately and provide one written implementation scope.

Explore custom systems →

Buying questions

Know what you are paying for.

What is included in the monthly price?

The monthly price covers the configured managed service, routine monitoring, standard support, and agreed operational updates within the package limits. External software licenses and material third-party usage costs are not included unless stated in writing.

Can a package be customized?

Light configuration around your hours, wording, routing, users, and supported connections is included at launch. New workflows, custom software, unusual integrations, or expanded business logic move to a separate scope.

Do we own the system?

These packages are managed services, so the monthly fee covers the live operation and support. If you need client-owned code, infrastructure, or a unique operating system, use the Custom Systems path and define ownership in the written scope.