FORMA · HOME-SERVICE REVENUE RECOVERY
Take the Free Revenue Leak Check
See the $2,500 Recovery Sprint
CALL → ESTIMATE → SCHEDULED JOB → COMPLETED WORK → INVOICE → PAYMENT → REPEAT CUSTOMER
Every handoff is a place where revenue can slow down, disappear, or become dependent on the owner.
Free · About 10 minutes · No new CRM required
REVENUE OPPORTUNITY SNAPSHOT
$184,000
Quoted value currently open
37 Unsold Estimates
RECOVERY REVIEW NEEDED
21 — No documented next action
8 — More than 60 days old
$12,400 · 47 days — No next action
$8,900 · 63 days — Follow-up overdue
$5,200 · 19 days — No owner assigned
WHERE REVENUE GETS STUCK
The Revenue Is Often Already There. It Is Just Stuck.
Missed Calls
Potential customers call, nobody answers, and no reliable recovery happens.
Stale Estimates
Quotes go out, but nobody consistently owns the next action.
Unworked Leads
An inquiry enters the business but never gets properly followed through.
Slow Invoicing
Completed work takes too long to become an invoice or payment.
Forgotten Customers
Past customers receive little or no systematic reactivation.
Follow-Up Gaps
The software exists, but the process, ownership, or execution still breaks.
THE LEAK ISN’T THEORETICAL
Small Breaks in the Process Can Carry a Large Price Tag.
14%
Home-service calls missed
CallRail, “From conversations to conversions,” based on analysis of 1.1 million leads across key industries.
~$100K
Estimated impact of a 5-point booking-rate improvement*
ServiceTitan call-booking data analysis.
These are third-party industry findings. Individual business performance varies. Forma uses the free Revenue Leak Check to determine what may actually be happening inside a specific business.
THE FORMA METHOD
Find It. Recover It. Fix What Caused It.
FIND
Determine which opportunities are actually still worth pursuing.
RECOVER
Focus the 30-day effort on the strongest actionable recovery opportunity.
FIX
Repair the workflow, ownership, or follow-up problem that allowed it to stall.
NOT EVERY COMPANY NEEDS THE SPRINT
We first look for evidence of a meaningful, actionable opportunity.
If we do not see enough to justify a $2,500 engagement, we will tell you.
THE 30-DAY ENGAGEMENT
One Revenue Problem. Thirty Days to Attack It.
Revenue Recovery Sprint
$2,500
one time
30 focused days · One recovery target · No long-term agreement
View Sprint Details
Find what is still recoverable.
Actively work the strongest opportunity.
Fix the process that caused it to stall.
See If My Business Qualifies
Some “lost” opportunities aren’t necessarily gone.
ServiceTitan reported that, among opportunities specifically identified by its Second Chance Leads system as candidates for recovery, more than 50% of outbound follow-up calls resulted in a booked job. Its test group also averaged a 2% increase in booked revenue per month attributed to the feature.
Source: ServiceTitan, Second Chance Leads research
That does not mean half of every company’s lost leads are recoverable. It demonstrates why identifying the right opportunities to revisit can matter.
AFTER THE SPRINT
Keep the Fix Working
Ongoing Revenue Operations is available only when continued involvement makes sense after the Sprint.
Explore Revenue Operations
BEST FIT
Built for Home-Service Businesses With Existing Opportunity.
Steady Opportunity Volume — Calls, leads, and estimates already coming in consistently.
Enough Complexity for Things to Slip — Multiple employees or technicians touch the customer journey.
Existing Data to Work From — A CRM, field-service platform, estimate history, or customer database already exists.
Very small or brand-new businesses with little existing opportunity volume are usually not a fit.
Frequently Asked Questions
Practical answers before we talk.
Is Forma a marketing agency?
Do I need to replace Jobber, Housecall Pro, ServiceTitan, or my current CRM?
What happens during the Revenue Recovery Sprint?
What if the free check does not find enough opportunity?
Is ongoing support required?
What types of businesses are the best fit?
START WITH THE EVIDENCE
Before You Spend More Getting New Leads, See What Is Happening to the Ones You Already Have.
The free Revenue Leak Check takes about 10 minutes and helps identify where calls, estimates, jobs, invoices, and customers may be getting stuck.