Win-Back Recovery Agent
The follow-up list that builds itself — only real opportunities, every day.
Recovery rate became a trackable number. Revenue recovered from follow-up is a line item in the morning briefing.
The problem
Cancelled appointments and cold leads are the most recoverable revenue in any service business. The 48–72 hour follow-up window closes permanently when nobody acts.
What it does
Runs every operating day. Queries the CRM for customers who cancelled without rebooking or leads that went cold. Filters out customers who already rebooked. Surfaces a prioritized follow-up list with context: how long it has been, what service they had, what their history looks like.
WIN-BACK LIST — May 9 · 11:30 AM 14 guests need follow-up 1. Sarah M. — cancelled 2 days ago (highlights, $180) Last visit: Mar 12 · 8 visits total → Ready to rebook 2. James K. — quote pending 5 days ($340 job) Opened quote, no response → Follow up today
Why this works for your business
Any business that takes bookings or generates quotes — HVAC, legal, dental, fitness, contractors — has this problem. Most have no system for it at all.
Want to see if this agent fits your operation?
Stop executing. Start governing.
The worst case: you do the mapping session and leave with a clearer picture of what's costing you — before spending anything on a build.
Start with an operations audit →