30-DAY REVENUE RECOVERY SPRINT
When Forma finds enough evidence of a meaningful recovery opportunity, we use your actual business records to isolate the strongest target, launch the recovery effort, track what moves, and fix the process that allowed it to stall.
No new CRM required · Existing business data · Focused scope · Remote-friendly
RECOVERY TARGET
30 DAYS
Stale Estimates
ILLUSTRATIVE OPPORTUNITY POOL
37 open estimates
$184,000 quoted value
DAYS 1–5 · VERIFY DAYS 6–10 · BUILD + LAUNCH DAYS 11–25 · RECOVER + MEASURE DAYS 26–30 · FIX + HANDOFF
Illustrative example — not an actual Forma client engagement or result.
THE SPRINT IN THREE PARTS
01 — TARGET
Find What’s Actually Worth Pursuing
Separate genuinely actionable opportunities from records that are resolved, invalid, duplicated, too old, or unlikely to be worth chasing.
02 — RECOVER
Actively Work the Strongest Opportunity
Organize the target pool, establish ownership, launch the approved recovery effort, and track what happens.
03 — FIX
Repair What Caused It to Stall
Improve the workflow, ownership rules, follow-up cadence, statuses, reminders, reporting, or other process issues that allowed the leak to build.
TYPICAL ASSESSMENT OR CONSULTANT
Interviews the owner
Reviews high-level information
Identifies broad weaknesses
Delivers recommendations
Leaves implementation to the client
Rarely tracks what was actually recovered
REVENUE RECOVERY SPRINT
Reviews actual records and workflows
Finds specific stuck opportunities
Assigns documented value
Launches one immediate recovery effort
Identifies exact process failures
Reviews supporting software setup
Creates the first management dashboard
Delivers the 90-day installation plan
BASED ON YOUR ACTUAL BUSINESS
Every client moves through the same structured audit, but the opportunities and repair priorities depend on the company’s real call volume, estimates, workflows, software setup, customer records, and employee responsibilities.
Inbound call records
Recorded calls
Open estimates
Job statuses
Completed-job records
Invoice timing
Outstanding balances
Customer history
THE 30-DAY PLAN
DAYS 1–5 · VERIFY
Review records, remove noise, determine what is genuinely actionable, and establish the recovery target.
DAYS 6–10 · BUILD + LAUNCH
Organize the pool, assign ownership, prepare approved communications, and launch the recovery effort.
DAYS 11–25 · RECOVER + MEASURE
Work the target consistently and track supported stages without treating booked, invoiced, and collected work as interchangeable.
DAYS 26–30 · FIX + HANDOFF
Establish the process fix, ownership rules, monitoring view, and 90-day continuation plan.
ILLUSTRATIVE EXAMPLE — NOT A CLIENT CASE STUDY
What a Sprint May Uncover
RECORDS REVIEWED
142 estimates in 90 days
A home-service company’s estimate records showed 142 estimates created during the previous 90 days.
WHAT WAS FOUND
37 estimates had no next action
Thirty-seven estimates, representing $184,000 in quoted work, had no documented next action.
WHY THEY BECAME STUCK
Ownership and status rules varied
Follow-up responsibility changed by salesperson, service type, and software status. Management had no consistent aging report.
IMMEDIATE RECOVERY ACTION
Approved follow-up campaign
The estimates were reviewed, cleaned, assigned, and placed into a consistent three-touch sequence after client approval.
PROCESS RECOMMENDATION
One approved estimate follow-up system
One status structure, a responsible owner for every open estimate, a required next-action date, a three-touch standard, a weekly aging report, and manager escalation for overdue estimates.
Frequently Asked Questions
What exactly am I paying $2,500 for?
Do you guarantee recovered revenue?
Do I need to replace my current CRM or field-service software?
How much of my team’s time will this require?
Can this be done remotely?
What happens after the 30 days?
START WITH THE EVIDENCE
Take the free Revenue Leak Check first. If the warning signs justify a deeper look, Forma can determine whether a focused 30-day recovery engagement makes sense.
$2,500 one time · 30 days · One recovery target · No long-term agreement