Count, investigate, recover, prevent.
In that order, on top of ServiceTitan, Housecall Pro, or Jobber. Nothing is replaced.
Count
Quoted against sold, estimate ages, how many got a second contact. Counted on your own screen, out of your own records.
Output: the size of the pile.
The count becomes the owner screen. Quoted, sold, unresolved, explained and unexplained, standing live instead of buried in a one time report.
- Unsold book
- $630K
- 142 estimates, last 90 days
- Recovered this month
- $47K
- 5 jobs, split four ways below
- Explained
- $472K
- a reason on every row
- Unexplained
- $158K
- no useful reason yet
- Kopikat initiated
- $21K
- Kopikat assisted
- $14K
- Inbound, no Kopikat touch
- $8K
- Unclear
- $4K
All four are the shop's money. Only the first two are ever counted as this firm's contribution.
Investigate
Why each one stopped. Never contacted again, price never revisited, financing never offered, a genuine no, or nobody knows, which is its own finding.
Output: a reason against every row.
When an advisor cannot close, the app takes a thirty second handoff: what stopped it, how alive it is, and when to go back. A documented quote that closes later still records their contribution.
- Open quotes
- 9
- $112K quoted
- Handoffs
- 8 of 9
- complete
- Recovered
- $61K
- off his old quotes
- Jul 30 · $9,830 · closed by the office off his original handoff · his name stays on it
- Aug 06 · $14,200 · closed on his own second visit · his from start to finish
Recover
Only the ones that earn another attempt. Calls, texts, email, financing re offers. The dead ones get marked dead.
Output: booked jobs off old paper.
The queue ranks every open estimate by dollars, reason, and how alive the customer still is. People get the top of the list. The dead get marked dead and left alone.
- Johnson$18,900WarmFinancing, reviewing it with a spouse · Human call, Friday morning
- Martinez$15,400UnknownNo useful reason on record · Investigate before anyone dials
- Smith$13,800DeferredCustomer asked for September · Reminder holds until Sep 2
- Alvarez$6,150ColdPrice, never revisited · Automated sequence
- Bennett$11,400DeadWent with another shop · Marked dead, left alone
Prevent
So the next pile does not form. Follow up rules, stages, ownership, timing, and a report that says whether it worked.
Output: fewer estimates that need recovering at all.
Nobody gets punished for losing a sale. Handoff completion and reason quality are reported by advisor each week, so the process holds after the novelty wears off.
| Advisor | Handoffs | Useful reasons | Recovered |
|---|---|---|---|
| Rivera | 96% | 91% | $61K |
| Soto | 94% | 89% | $48K |
| KempReview | 49% | 52% | $9K |
How anyone will know it worked.
Every result is compared against the shop's own baseline, never against a different season.
Baseline
Results are compared against the shop's own baseline, not against another shop or another season.
Strongest test
Comparable unsold estimates are split between the normal process and the Kopikat process.
Alternatives
Where a split does not suit the operation, use matched history, a staggered rollout, or estimate-level evidence.
What is measured
Recovered gross profit at thirty, sixty, and ninety days, set against what this firm costs.
Honest reporting
If the process does not beat the baseline, the report says so.
Start narrow. Measure. Expand when the evidence earns it.
The pilot is bounded before it starts.
Defined first
Scope, exposure, stop rules, and the definition of success are agreed before launch.
Limited slice
Work starts on a defined slice of the unsold book.
Shop control
Your people may overrule the process or stop it mid stream. Every override is evidence.
Expansion
Scope widens only when the measurement earns it.
The managed operation is available now.
One path is active. The others are documented.
Managed operations
Kopikat Research builds the system and then runs the recovery operation month to month.
Standalone build
Not currently available for purchase or scheduling.
Internal ownership
A capable sales manager may own the process in house using the diagnostic blueprint.
What you own. What stays here.
The line is drawn so nobody ever feels trapped.
The shop owns
Customers, CRM records, employees, pay plans, sales decisions, and every deliverable the engagement produces.
Kopikat retains
Its methods, internal tooling, scoring and prioritization logic, and source code.
Independent use
The diagnostic may be implemented independently. A later handover is reassessed first.
No guarantees
Undelivered work is corrected at this firm's cost. There are no revenue guarantees.