The output of each service, stated plainly
Every service produces something the shop keeps.
A sample reviewed estimate
Illustrative record with invented details. This shows the work you would receive, not a client result.
- Source and review date
- Illustrative estimate P001, advisor note dated September 24. Reviewed September 30, 2026.
- Customer’s words
- “Does the warranty cover labor?”
- Available history
- The question appears in the estimate notes. No answer or assigned response is recorded.
- What remains unknown
- Whether the advisor answered by phone without updating the record, and whether this question is why the customer has not moved forward.
- Recommended action
- The sales lead checks with the advisor, records what happened, and assigns any outstanding response.
- Who handles it
- Proposed role: sales lead. Your team confirms the assignment and timing under the shop’s rules.
Missing documentation does not prove the team failed to reply. The next action begins by checking the history.
How you check the work
In your review, each finding points to the estimate and the available evidence behind it. Customer statements, staff interpretations, and unknowns stay separate. We work through the findings with your contact during the handover.
What the Pilot includesWhat each service delivers
Estimate Process Call
A verbal decision on whether estimate volume, missing context, and the shop’s priorities justify a closer review.
Recovery Review
A shared view of a defined estimate group: sales, final decisions, open work, and whether the record explains the customer’s reason. The shop keeps the observations.
Estimate Review Pilot
A reviewed list of up to 25 unresolved estimates, separating recorded reasons from unknowns, with evidence, recommended next actions, and a proposed responsible role for your team to confirm. Written findings and one 45 minute handover are included.
Recovery Diagnostic
Written findings and a prioritized blueprint covering where context lives, responsibilities, handoffs, timing, exceptions, reporting, and acceptance checks. Another team can implement it. The recommendation may be to build nothing.
Recovery Build
One agreed workflow configured in one supported existing system at one location, checked with the people who will use it. Written instructions, a handover to your process owner, two training sessions, and 14 calendar days to correct defects against the approved scope are included.
Managed Recovery Operations
Operation within agreed volume and coverage, with named responsibilities, exception handling, and record and handoff checks. Monthly reporting separates activity, decisions, verified outcomes, and attribution limits. Financial reporting depends on the shop’s available records and costs.
You keep the written findings from your Pilot or Diagnostic. Further work requires a separate agreement. Read the research approach for how we distinguish evidence from assumptions.
Before paid work begins, you receive a written scope, fee, and engagement terms to review. Record handling is covered by confidentiality and privacy. Use of this site is governed by the terms of use.