Start with one estimate that went quiet.
Fifteen minutes to discuss what happened and decide whether there is a useful reason to look further.
What the call is for
Describe one recent replacement estimate that did not close. What happened next, and what would another person see if they picked it up today? No customer names or account access are needed.
We discuss what the customer said, where the information went, and who had the next action. We also consider your estimate volume, priorities, and capacity to act on the findings. You leave with a decision on whether the Recovery Review is worthwhile.
Estimate Process Call
15 minutesA phone call with our research lead about one recent estimate and what happened next. No files, system access, or preparation needed. If you already know your estimate volume, you can share it.
Book a 15-minute Estimate Process CallRecovery Review
60 minutesA screen share session on an agreed group of replacement estimates from the last 90 days. We look at recorded sales, final decisions, unresolved work, and a few examples. Several quote options for one customer are kept together when counting opportunities. The outcome is a decision on whether a paid review is worthwhile.
Recovery ReviewWhat a closer review covers
The Recovery Review checks the size of the issue and whether the available records support an investigation. You keep control of the records on your screen. Detailed classification, written findings, and implementation planning belong to paid work.
Both steps are no cost. There is no purchase or checkout on this page.
What to expect when booking
Confirm the time zone shown in the calendar before choosing a time.
If paid work is useful
The $1,500 Estimate Review Pilot covers up to 25 unresolved estimates. A full $3,000 Diagnostic is available when a broader investigation is justified. You receive a written scope before paying. Neither conversation commits you to a service.
Book a 15-minute Estimate Process CallAlready qualified and ready for the working session, book the Recovery Review.
To read more first, see the pricing overview or how it works.