Questions before we start.

The $1,500 Pilot covers up to 25 unresolved replacement estimates from one location. You receive a reviewed list, written findings, recommended next actions, and a 45 minute handover. Customer outreach and system changes need a separate scope.

We need one contact who understands your estimate process, the selected records, and their available notes and contact history. We confirm what your team must provide before payment. Your team acts on the recommendations unless further work is separately agreed.

Yes. The sample shows one reviewed estimate: the customer’s words, available history, missing information, and a recommended action. It is an illustrative record. Your findings would come from your own records.

Each finding points to the estimate and the evidence behind it. Raise missing context or a disputed finding with the research lead. We check the records, correct errors, and note what remains uncertain. The written scope sets the review period, contact channel, and delivery of revisions.

No. You keep the findings. You can act on them internally, discuss further work, or stop there. Each additional stage requires a separate agreement. There is no automatic Build or monthly service.

Both initial conversations are free. The Diagnostic is $3,000, with a qualifying $1,500 Pilot credited toward that total. The Build is $7,500 one time. Optional ongoing operations receive a written monthly quote. We agree the work and payment terms before you pay.

No. Describe one recent estimate without names or identifying details. The first 15 minutes establish whether a closer review makes sense. Access and confidentiality are agreed before any later record review.

The Pilot and Diagnostic use existing records. Customer outreach requires a separate scope with agreed channels, responsibilities, and stop rules. A record review cannot recover an explanation the customer never gave.

Your shop sets the rules. We keep earlier contributions and the next person’s responsibility visible. A Build can configure agreed credit reporting where your system supports it. Commission calculations and payroll are outside scope. A later sale alone does not prove Kopikat caused it.

A useful change should reduce repeated work. We examine what staff already record, what others ask them to explain again, and whether the next person can use the note. Any implementation should capture only the needed context in the existing workflow. We include the effort to maintain it when assessing value.

Each role needs the context required for its work. The office may need the open question and callback owner; installers may need a promise about scope or access. Sensitive financial and payroll details remain restricted appropriately. We define the views and permissions with your shop before any system changes.

Your shop retains its customer records and accounts. You keep the written findings from the Pilot or Diagnostic and can use your own team or another provider. Access, confidentiality, and any retained tooling are defined in the engagement terms.

You may not. We look at whether the next person can see what the customer said, what has happened, and who handles the next action. If that already works, or your team can address the issue internally, a paid review may add little.

It can show whether the remaining estimates have a clear decision or an unresolved question. We assess that separately from close rate. Better records alone do not establish more sales, and we do not guarantee a sales increase.

It may already support the work. We start with your existing tools and how the team uses them. A Build is appropriate only if an agreed change would help and the platform supports it.

Respect the decision and any request to stop contact. Preserve a reason the customer actually gave, including price concerns, without turning a guess into a fact. If the reason is unknown, it stays unknown. An unsold estimate is not proof of recoverable revenue.

Start with whether there are jobs you would make room for, or whether the work scheduled is exactly what you want. If you would make room, your standards determine which estimates deserve attention. A larger replacement ticket is not automatically more profitable. If you would not move work, useful records can preserve what happened for later. If both capacity and handoffs work well, further work may add little.

We consider your estimate volume, the unresolved record or handoff problem, and who can act on the findings. Your priorities and installation capacity matter. Low volume, a process that already works, or a more urgent problem may mean further work is not justified. We work with shops across the United States.