One estimate moves through four views.
The salesperson starts the record. The recovery worker acts on it. The manager checks the chain. The owner sees the financial result.
1 · The salesperson captures the handoff
Purpose: preserve the customer's reason and the salesperson's contribution.
When an estimate does not close, the salesperson records what stopped it, how alive the opportunity is, and when somebody should return to it.
- Open quotes
- 9
- $112K quoted
- Handoffs
- 8 of 9
- complete
- Recovered
- $61K
- off his old quotes
- Jul 30 · $9,830 · closed by the office off his original handoff · his name stays on it
- Aug 06 · $14,200 · closed on his own second visit · his from start to finish
2 · The recovery worker receives the next action
Purpose: show the person doing the work exactly what needs attention next.
The queue ranks open estimates by value, reason, and how alive the customer remains. It shows what to do next and what should be left alone.
- Johnson$18,900WarmFinancing, reviewing it with a spouse · Human call, Friday morning
- Martinez$15,400UnknownNo useful reason on record · Investigate before anyone dials
- Smith$13,800DeferredCustomer asked for September · Reminder holds until Sep 2
- Alvarez$6,150ColdPrice, never revisited · Automated sequence
- Bennett$11,400DeadWent with another shop · Marked dead, left alone
3 · The manager checks whether the chain holds
Purpose: verify that reasons, handoffs, and follow-up remain complete.
The manager sees where information is missing or the next action is overdue. The view checks the process without treating every lost sale as an employee failure.
| Advisor | Handoffs | Useful reasons | Recovered |
|---|---|---|---|
| Rivera | 96% | 91% | $61K |
| Soto | 94% | 89% | $48K |
| KempReview | 49% | 52% | $9K |
4 · The owner sees the financial result
Purpose: show what is resolved, what remains unclear, and what the operation produced.
The owner sees the unsold book, the unresolved portion, recovered results, and how much of the outcome Kopikat can honestly claim.
- Unsold book
- $630K
- 142 estimates, last 90 days
- Recovered this month
- $47K
- 5 jobs, split four ways below
- Explained
- $472K
- a reason on every row
- Unexplained
- $158K
- no useful reason yet
- Kopikat initiated
- $21K
- Kopikat assisted
- $14K
- Inbound, no Kopikat touch
- $8K
- Unclear
- $4K
All four are the shop's money. Only the first two are ever counted as this firm's contribution.
How anyone will know it worked.
Kopikat Research does not compare July to October. Seasonality would decide the answer before the work did.
A pilot only means something if there is a defensible counterfactual behind it. A counterfactual is a plain answer to one thing: what would probably have happened without this. Without it, a good quarter proves nothing and a bad quarter proves nothing either.
The strongest version is a split inside one shop. Qualifying unsold estimates go into two comparable groups. Your normal process works one group, the Kopikat process works the other, and the two get compared at thirty, sixty and ninety days on recovered gross profit, recovered dollars per follow up hour, and the share of estimates that reached a real ending.
That split is offered, not imposed. It is the cleanest evidence available and this firm will make the case for it, but nobody is going to ask you to hold work back from your own business so an experiment looks tidier. Where a split does not suit the operation, the comparison comes from your own history, from matched groups of estimates, from a staggered rollout across teams, from opportunities the process never touched, or from the record on individual estimates. The measurement serves the business. The business does not serve the measurement.
What gets compared is gross profit, not top line. A fifteen thousand dollar replacement is not fifteen thousand dollars of profit. The figure that matters is the additional gross profit reasonably attributable to the recovery process, set against what this firm costs. Where you can supply your own margins, that is the number in the report.
Same shop. Same season. Same crew. Same customers calling in. If the process does not beat the shop's own baseline, the report says so, and the monthly fee has not earned its keep.
Start narrow. Measure. Expand when the evidence earns it.
A new process is going to touch real opportunities worth real money. Nobody here is going to pretend that carries no risk.
The job is not to eliminate that risk. The job is to bound it. Before anything goes live you know which part of the operation is being tested, how much of the book is exposed, how long the pilot runs, what counts as working, what counts as not working, and how your own people stop it mid stream.
This firm does not take over the recovery operation on day one. It starts on a defined slice of the unsold book. The people already doing this work keep the ability to overrule it, and every time they do, that override gets treated as evidence about the process rather than a mistake by the operator. Humans handle the exceptions. Software handles the repetition.
Scope widens when the measurement says it has earned the right to, and not before.
The managed operation is available now.
A standalone build may be discussed, but it is not currently available.
The managed path is for owners who want this firm to stay responsible after launch. Kopikat Research builds the system, then runs the recovery operation month to month: whether the right estimates are entering recovery, whether reasons are being captured, whether ownership and handoffs are holding, whether the queue still ranks the right work first, whether the evidence behind the numbers stays intact, and whether the process still matches how the shop actually runs. The software can run a workflow. That does not mean the operation runs itself.
The standalone path is not currently available for purchase or scheduling. Shops may inquire about future availability, but Kopikat Research is not activating that option at this time.
A strong sales manager can absolutely own this internally. The honest question is what owning it includes: monitoring, workflow design, prioritization, data quality, reason capture, reporting, measurement, exception handling, and correcting the process when it drifts. Where that capability exists in house, the diagnostic can still document what an internal build would require.
Either way, a successful implementation reduces management burden. It does not add another system that needs babysitting. Managers handle the exceptions that genuinely need judgment. The process design handles the repetition. If it works out otherwise, the design was wrong.
What you own. What stays here.
The line is drawn so nobody ever feels trapped.
You own your business: your customers, your CRM and every record in it, your employees, your pay plans, your sales decisions, and the deliverables the engagement produces. Kopikat Research keeps its own methods: the diagnostic logic, the scoring and prioritization internals, the internal tooling and source code. You do not need this firm to own your sales process. What you pay for is the operating layer built around the part it takes responsibility for.
The diagnostic can also be taken and implemented independently. That is a legitimate outcome, and the findings are written so another team could execute them. One thing to know in advance: a shop that changes its workflows, trains its people, and builds new dependencies on its own, then asks this firm to take over later, gets reassessed first. Not as a penalty. The environment being implemented into is no longer the one that was diagnosed.
Two kinds of failure get treated differently, in writing. If Kopikat Research fails to deliver something it agreed to deliver, it fixes that at its own cost. If the work is delivered correctly and the economics still disappoint, because homeowners said no, financing fell through, or the season turned, the evidence gets reviewed together before anybody decides what happens next. Accountability for execution, honesty about outcomes, and no revenue guarantees pretending otherwise.
Wherever the estimates live now is where they stay. “Every account stays in your name” means Kopikat does not take ownership of the shop's CRM, customer records, software accounts, phone numbers, domains, or other systems. The shop retains ownership and control. If this firm is fired on a Tuesday, nothing turns off on Wednesday.