For Orange County home service owners

Follow up on calls and estimates that didn’t book.

When follow-up is the constraint, a Lost Job Recovery Sprint can work an approved batch of existing opportunities and record replies and next steps. Start with the diagnostic to check whether recovery is worth prioritizing. Outreach is optional and separately scoped.

Start With the Diagnostic

When a focused follow-up batch fits

You have existing suitable opportunities, permission to contact them and room to fulfill the work. This does not create new demand or replace a full-time sales team.

An example

Choose eligible unsold estimates. Check whether the homeowner received the quote, use the approved follow-up schedule and record the decision or next appointment. Stop when requested, and verify sold work and payments separately.

Illustrative example, not a completed client Sprint.

What an agreed recovery campaign may include.

You have existing missed calls, unbooked inquiries or unsold estimates—and capacity to fulfill more work.

Potential scope

  • One business location, one defined recovery campaign and one agreed opportunity category.
  • Up to 100 eligible existing records, reviewed and prepared before outreach.
  • An approved follow-up plan, appointment scheduling and a record of replies and next steps.
  • Seven working days of outreach after access, preparation and approvals are complete.
  • A final Recovery Scorecard and recommendations based on the recorded outcomes.

What we need from you

Your team provides eligible records with appropriate contact permissions, approved messages, supported tool access, a point person and appointment capacity. Before launch, we agree the recovery list, campaign, messaging, follow-up schedule and tracking in writing.

Not included

New lead generation, new advertising campaigns, every opportunity category, more than 100 records, extra locations and ongoing follow-up beyond the agreed sprint are not included. Larger databases, additional locations, campaigns or materially expanded work require a custom quote and approval.

Client-funded advertising/media spend is separate from the management fee and paid directly by the client. Third-party software is included only when specifically stated in the proposal; other software, usage and additional work are quoted separately for approval. Booked appointments, completed jobs, sold jobs and collected revenue are reported separately where your records support them.

Payment schedule, cancellation, refunds and delivery responsibilities belong in your written service agreement. No performance guarantee is published. Expanded scopes and additional locations require a custom quote.

Understand the diagnostic and optional implementation

Prepare. Follow up. Review.

  1. 1. Prepare the list

    Choose one type of opportunity, such as unsold estimates. We review up to 100 eligible records and agree on the messages, follow-up schedule and included work.

  2. 2. Run seven working days

    Once access, preparation and approvals are complete, run seven working days of agreed outreach. Record replies, appointments and other outcomes.

  3. 3. Review the scorecard

    Separate attempts and replies from appointments, completed work, sales and collected payments. Explain missing records and decide what happens next.

Explore source-to-job measurement

Find out whether a recovery campaign addresses the real constraint.

The $999 Home Service Growth & Operations Diagnostic reviews the agreed evidence before recommending a solution. You receive written findings and a prioritized action plan that you can use with your own team or another provider. Any work you ask us to implement is optional and scoped separately.

Start With the Diagnostic

Common questions

When do the seven working days start?

After required access, list preparation, contact cadence, labor allowance and message/channel approvals are complete. Preparation and approval time are outside the seven working days of outreach.

What counts as an eligible record?

An existing opportunity in the agreed category with sufficient contact details, an appropriate basis to contact, current status and a useful next step your team can fulfill. Suppressed, opted-out, duplicate or unsuitable records are excluded.

How much contact work is included?

Up to 100 eligible records in one category and one location. The exact contact cadence, channels, labor allowance and stopping rules are agreed in writing before purchase; up to 100 records does not mean unlimited attempts.

Does it guarantee recovered jobs?

No. We report preparation, attempts, responses, qualified next steps and outcomes. Bookings, completed jobs, sold jobs and collected revenue remain separate and need operating records to verify.

Do we have to continue into the Engine?

No. Following the diagnostic, any recovery work is a separate engagement. Use its findings with your team or discuss ongoing work only if there is a useful reason for it.

Know what deserves attention before you invest.

The $999 Home Service Growth & Operations Diagnostic gives you written findings and a prioritized action plan. Use it with your own team, another provider or us. Implementation is optional and scoped separately.

Want to understand the work first? See how we help · What the diagnostic includes

contact@ochomeservicesalesandmarketing.com