60-SECOND INTERACTIVE DEMO

Can You Account for Every Lead in Your Business?

You've already paid for the lead. Let's see what happens when nobody owns the next step.

Interactive demo. All customer information is fictional.

Select Industry Pipeline Demo:

Fictional Business: River City Home Services (HVAC, Plumbing & Electrical (Florida))

Everything Looks Fine...

At first glance, your business has a healthy active pipeline. But four opportunities need your attention.

8Open Opportunities

$43,600Open Pipeline

6Follow-Ups Due

4Opportunities At Risk

Can You Find the Revenue Leaks?

Click opportunity cards below to inspect

Marcus Johnson🟢 ON TRACK

HVAC Replacement$7,800

Stage:ESTIMATE SENT

Assigned:Dave S.

Next Action:Follow up tomorrow

Sarah Williams🔴 AT RISK

Electrical Panel Upgrade$4,200

Stage:ESTIMATE SENT

Assigned:Unassigned

Next Action:NONE

Michael Davis🔴 AT RISK

Emergency AC Repair$850

Stage:NEW LEAD

Assigned:UNASSIGNED

Next Action:UNASSIGNED

Jennifer Carter🔴 AT RISK

Plumbing Repipe Project$3,400

Stage:DECISION PENDING

Assigned:Chris M.

Next Action:NONE

Robert Thompson🔴 OVERDUE

New Dual HVAC System$9,500

Stage:ESTIMATE SENT

Assigned:Dave S.

Next Action:3 DAYS OVERDUE

Amanda Martinez🟢 ON TRACK

Water Heater Replacement$2,200

Stage:CONTACTED

Assigned:Chris M.

Next Action:Site visit scheduled 2 PM

David Wilson🟢 ON TRACK

Whole-Home Generator$12,500

Stage:ESTIMATE SENT

Assigned:Dave S.

Next Action:Call client Thursday

Lisa Anderson🟢 ON TRACK

Duct Replacement$3,150

Stage:WON

Assigned:Chris M.

Next Action:Job scheduled for Monday

Self-Assessment

What Does Your Lead Process Look Like?

1. How are you currently tracking leads?

2. What happens after you send an estimate or proposal?

System Leak Audit Request

Want Us to Find the Leaks in Your Business?

Tell us how you're currently managing leads and we'll explore where opportunities may be getting stuck, forgotten, or unnecessarily handled manually.