Locate the gaps
Trace what happens to calls, leads, estimates, and past customers across the current operation.
DeliverableA documented opportunity flow showing where work stalls, context disappears, or follow-up stops.
PAID REVENUE RECOVERY ASSESSMENT
Turn a preliminary opportunity into a prioritized plan.
The Revenue Recovery Assessment costs $1,000. The full fee is credited toward an approved implementation started within 30 days.
WHAT YOU RECEIVE
A quantified roadmap, not a generic sales call.
- Revenue Recovery Scorecard
- Analysis of missed calls, lead response, open estimates, and dormant data
- Quantified opportunity ranges
- Workflow and technology review
- Prioritized 90-day roadmap
- Recommended first system
- Implementation scope, investment, and success metrics
- Executive findings session
- The roadmap is yours to keep, whether or not you hire Tradewind
THE VALUE OF THE WORK
Why is the assessment paid?
This is not a generic discovery call or automated report. Tradewind reviews your actual call flow, CRM data, open estimates, follow-up process, and operating systems to quantify the opportunity and determine what should be fixed first. You receive a prioritized 90-day roadmap and implementation blueprint that is yours to keep. If you move forward with an approved implementation within 30 days, the full $1,000 is credited toward the build.
THE ASSESSMENT PROCESS
From operating gap to implementation blueprint.
Each step narrows the work from everything that could be improved to the first system worth installing.
Value the opportunity
Estimate the gross value affected and separate the full addressable pool from a reasonable planning range.
DeliverableA quantified scorecard with assumptions, ranges, and the data used to support them.
Prioritize the first fix
Rank the opportunities by value, feasibility, operating risk, and time to useful impact.
DeliverableA prioritized 90-day roadmap and recommendation for the first system to install.
Design the operating system
Define the workflow, ownership, integrations, human approvals, and measures of success.
DeliverableAn implementation blueprint with scope, responsibilities, controls, and go-live criteria.
WHAT HAPPENS NEXT
Designed to be rigorous without creating a second job for your team.
What data is useful
Recent call volume, lead counts, open estimates, database size, and exports from the systems you already use.
Whether CRM access is needed
Read-only access is used where practical. Data is never modified during an assessment.
Who should attend
The owner or general manager joins the findings session. The person who runs the office day to day joins one working session.
How much time it requires
The assessment is designed to need only a few hours of your team's time in total.
What you keep
The roadmap and implementation blueprint are yours to keep regardless of the outcome.
APPLICATION
Apply for My Assessment.
Share enough context for Tradewind to review fit and prepare the first working conversation. Applying does not commit you to the assessment.