Turn open estimates into the next job.
For HVAC, plumbing, electrical, roofing and recurring service teams.
- Unsold estimates and enquiries that never booked
- Seasonal service and overdue maintenance
- Lapsed memberships and cancelled appointments
Your leads. Our follow-up team.
Revenue recovery.
Managed for you.
You paid for the leads. We'll do the follow-up.
Our Human + AI team follows up on unsold estimates, unbooked enquiries and overdue visits, helping turn the opportunities you already have into booked business.
A focused opportunity review. A clear scope. No obligation to proceed.
- Your existing CRM
- Our human specialists
- Ongoing follow-through
Start with demand you already have
The next opportunity
isn't always a new lead.
Someone asked for an estimate. A patient never scheduled. A loyal customer is due back. Give each one a next step.
Help interested patients take the next step.
For dental practices, outpatient clinics and appointment-based care.
- Consult requests that never became appointments
- Cancelled visits and incomplete scheduling
- Patients due for a return visit
From no reply to a next step
Automation opens the conversation.
People move it forward.
Routine follow-up stays consistent. Questions, hesitation and objections get a real person's attention.
Illustrative workflow, not a customer result
An estimate went quiet. The opportunity didn't disappear.
Your customer is interested, but timing is holding them back. A useful follow-up uncovers the question behind the silence.
- 01Identify the opportunity
An open HVAC replacement estimate in your CRM.
- 02Restart the conversation
AI follows the approved outreach plan and recognises when a person is needed.
- 03Help them move forward
A specialist handles the question and coordinates the next step with your team.
RV
RevenueVolt follow-upHuman + AI, working together
ExampleNext stepInstallation questions routed. Callback requested.
A managed operation, not another login
You run the business.
We run the follow-up.
Software is part of the service. So are the people, the playbook and the ongoing work.
Start with your opportunities.
We review your CRM, agree who can be contacted and prioritise the workflows with a clear next step.
Keep conversations moving.
AI handles routine outreach. Our human specialists manage qualified conversations, objections and booking support within your agreed scope.
Make follow-through ongoing.
We review responses, refine the approach and keep new and recurring opportunities moving through the pipeline.
Human + AI. Clear responsibilities.
Persistence from technology.
Judgment from people.
Our specialists
The people behind the next step.
Clarify non-clinical questions, address hesitation and coordinate bookings. Complex estimates stay with your field team. Clinical decisions stay with your care team.
Our automation
The consistency behind the conversation.
Run approved outreach, follow-up timing and routine qualification across calls, text and email, within the permissions and contact preferences agreed for your business.
Account for the outcome
A reply isn't revenue.
Your reporting should know that.
Agree the attribution rules before outreach begins. See what progressed, what completed and what was collected, where your records support it.
- 01
Engaged
Contacts who responded to outreach.
- 02
Booked
Appointments linked to that follow-up.
- 03
Completed
Visits and jobs confirmed as delivered.
- 04
Collected
Revenue reconciled with available records.
Booked value and collected revenue are reported separately. Incomplete records and attribution limits stay visible.
A practical place to start
One workflow.
A clear plan to prove the fit.
Start with a scoped, paid pilot: one opportunity segment, defined human coverage and agreed success measures. Expand when the evidence supports it.
Explore quote-based plans- Your revenue plan
- A priority opportunity, proposed follow-up workflow and recommended scope.
- Your pilot proposal
- Clear usage, human support, setup costs, duration and review criteria before you commit.
- Your ongoing operation
- Recurring follow-up and regular outcome reviews, tailored to your pipeline.
Before you decide
Good questions.
Straight answers.
Is this lead generation or revenue recovery?
Revenue recovery. We work on opportunities you already have: unsold estimates, unbooked enquiries, cancelled appointments and past customers or patients due back. We don't buy new leads or manage your ads as part of this service.
Do you provide the human follow-up team?
Yes. Our specialists handle qualified conversations within your agreed capacity and coverage hours. They are part of the managed service, not an extra team you need to hire. AI handles routine volume; humans handle questions, objections and appropriate next steps.
Do we have to change our CRM?
That isn't the goal. We review your existing system, permissions and available integrations first. Compatibility, required setup and reporting limitations are confirmed before you commit. We don't promise every integration works out of the box.
How does healthcare follow-up work?
Our scope is non-clinical follow-up and scheduling. Clinical questions go to your care team. Required agreements, permitted data access, patient consent and workflow safeguards must be reviewed before launch. Please don't send patient information through this website.
What does it cost, and can we start small?
Pricing is quote-based, with monthly management, defined usage and human support capacity. A paid pilot can focus on one workflow. Setup fees, overages, pilot duration and ongoing agreement terms are disclosed in your proposal.
Can you guarantee recovered revenue?
No. Outcomes depend on your database, contact permissions, offer, demand and delivery capacity. We agree measurable goals and attribution rules, then review actual results rather than promise a fixed return.
Find your next revenue opportunity
Let's put your pipeline
back to work.
Tell us about your business. We'll review where follow-up is falling short and scope the people and workflows to address it.
- Review the opportunityYour CRM, stalled leads and current follow-up.
- Map the next stepA focused Human + AI workflow for your business.
- Get a clear proposalScope, coverage, usage and price before you decide.
Best fit: an established business with an existing contact database and capacity for more appointments or jobs.