A scan turned into
a $2,750/mo retainer.
Owner-led field-service company, 10+ years operating. Roughly 2,000 CRM leads were receiving an auto-welcome and nothing else. We measured the gap, fixed the workflow, and the engagement became ongoing.
The client runs a 10-year field-service company with healthy local reputation. When we first looked at their lead pipeline, roughly 2,000 leads from the prior decade had received exactly one piece of communication: an auto-welcome email. Nothing after that. No human reply, no second touch, no scoring, no aging report.
The leads that got a human reply closed at roughly 20× the rate of the auto-only segment. That gap was the entire opportunity. The fix was operational, not technical: structured human follow-up, CRM hygiene, a simple scoring rubric, and reporting the owner could run on his own.
What we built
A lead-gen ops layer. Auto-tagging incoming leads by source and intent. A weekly reactivation queue for stale leads. A simple dashboard the owner checks once a week instead of once a month. None of this is novel software. The leverage is in doing it consistently for a business owner who has fifty other things to run.
Why it became ongoing
What started as a one-off scan turned into a monthly retainer because the system needs to be tuned over time as lead sources change. Seasonal patterns shift. New campaigns require new tagging. The retainer covers continuous tuning rather than one-and-done audit work.
Recovered revenue figures and average job size are available under NDA after a fit call.