The Replacement Recovery Diagnostic
Three thousand dollars, fixed. Findings, a blueprint, and a written recommendation.
What the diagnostic is
An investigation of estimate records, recovery activity, and the people who touch them. The subject is what happens to a replacement estimate after it does not close.
It is several working sessions on the shop's own records. Conversations with the people who write, work, and finance estimates are suggested, never required.
Kopikat Research is based in Chicago and works with HVAC companies in Arizona.
Why the investigation comes first
Building a recovery process without knowing where estimates die produces a system nobody uses. Pricing the investigation on its own leaves the recommendation free to be whatever the evidence says.
What is examined
- Estimate history across the recent replacement book, counted rather than recalled
- What sold, and what the record says about how it got there
- What stalled, and at which point in the process it stopped moving
- Unresolved work with no ending written against it
- Handoffs between the people who write, chase, and close
- Categories, so that unlike estimates stop being counted alike
- Ownership of an estimate once it does not sell on the first visit
- Follow-up activity that actually happened, separate from follow-up that was intended
- Information flow between the field, the office, and financing
What the customer receives
Findings
A written account of what the records show: where the unsold book sits, and what happens between a written estimate and a real ending.
A blueprint
A prioritized implementation specification another team could execute. It includes a leave-it-alone list.
A recommendation
A written conclusion about what should happen next. It is kept whatever it says.
Possible recommendation outcomes
Managed Recovery Build
The evidence supports building the documented fix and staying responsible for it. That path is the Recovery Build, at $7,500 one time.
Independent implementation
The blueprint is delivered and the shop implements it with its own people or another vendor. Nothing in it is withheld.
No fit
The problem is smaller than assumed, sits elsewhere, or is already handled. That answer arrives documented.
What the diagnostic does not promise
- No recovered revenue figure is promised or estimated as a result to expect.
- No number of recovered jobs is promised.
- A build is not guaranteed to be recommended. One possible answer is that nothing should be built.
- It is not a deposit and it is not credited against a later build.
- Quoted unsold volume is not lost revenue.
Why it is priced at $3,000
The fee is fixed rather than hourly because what is bought is an answer. The scope is defined in advance: the working sessions, the record work, and the written deliverables.
It is not a deposit and it is not credited against the build.
Back to the pricing overview.
Paid engagements run under written terms. A sample engagement agreement is published as a working draft so a shop can see the shape of the terms in advance. It is not binding and not ready for signature. Record handling is covered by confidentiality and privacy. Use of this site is governed by the terms of use.