Free Missed-Money Report

Find out how much money you're missing. Free.

We look at your calls, how fast you respond, which follow-ups get skipped and which quotes to existing customers are still waiting. Then we show you how much is going unanswered or unsold each month.

*We'll book a 15-minute call to set up your report. No obligation.

iMissed-Money Report

Last 90 days

$48,600

Estimated monthly value

Calls + quotes + renewals

23gaps found

Missed calls$16.8k
Slow callbacks$14.2k
Unsold quotes$11.4k
Expired plans$6.2k

Businesses trust Invertops to show them what they're missing

  • Tillman Infrastructure
  • Boyd Heating & Cooling
  • Norfleet Family Plumbing
  • Anderson
  • Modern

See what you're missing before you spend more to grow

Before you spend more on marketing or hiring, it pays to know how many customers are already slipping through. The report looks at every point where a buyer can fall through the cracks.

We build a complete picture by reviewing:

  • Your calls and how fast they're answered
  • Every open quote and inquiry
  • Plans and memberships coming up for renewal

Talk to us to find out what your business is missing.

Calls

  • Missed and after-hours calls
  • How fast new inquiries get a callback
  • Calls that never became appointments

Quotes and renewals

  • Quotes with no follow-up
  • Extra work quoted to existing customers
  • Plans and memberships about to expire
  • Past customers you haven't heard from
  • Gaps in your follow-up process

What makes our report different

Most reviews hand you a list of ideas. Ours puts a dollar value on every gap and gives you a clear plan to fix it, whether or not you work with us.

Incoming call · 10:42 PM

Answered on the first ring

Kitchen remodel, about $60k budget. Wants to start in spring. Booked a design consultation for Monday.

Booked into your calendar

Appointment booked

Design consultation · Tomorrow · 8:00 AM

Every call, counted

We review your call logs to see how many calls go unanswered and when they come in.

  • Missed calls with no callback
  • After-hours and weekend calls
  • Time to first callback

Follow-up list

Today

  • Unanswered quote · Kitchen remodel

    12 days

    In conversation
  • Existing customer · Second AC unit

    3 weeks

    Booked
  • Service plan · Renews next month

    Due in 30 days

    Attempt 2 of 4
  • New inquiry · Website form

    2 min ago

    Booked
  • Existing customer · Panel upgrade

    33 days

    Follow-up scheduled

Every quote, counted

We review your open quotes and inquiries to find the sales that slipped through the cracks.

  • Quotes left open
  • Extra work quoted to existing customers
  • Plans overdue for renewal

Calls, bookings & quotes

Synced with your calendar
SourceOutcomeValue
  • Answer · After-hours callSun 10:42 PMConsultation booked—
  • Follow up · Existing customerUpgrade quote #4471Approved$6,420
  • Follow up · Unanswered quoteQuote #4502Booked$12,800
  • Follow up · Plan renewalAnnual service planRenewed$1,200
  • Answer · Urgent callMon 2:10 AMPassed to your team—

Illustrative report findings

A plan with dollar values

You get a clear list of every gap, what it's worth and how to fix it, ranked so you know where to start.

  • A dollar value for every gap
  • Ranked by size
  • Clear next steps, with or without us

How the report works

Simple and low-lift. A short call, a little access, and we do the rest.

Want to know what you're missing? Get your free Missed-Money Report

  • Scoping call
  • Call log review
  • Response-time review
  • Open quote review

15-minute call. No pressure, no obligation.

Scoping call

We start with a quick conversation:

  • A 15-minute call to understand your business
  • Agreeing on what we'll review
  • Read-only access, nothing changed

Review

Then we dig in:

  • Reviewing your calls and response times
  • Reviewing open quotes and renewals
  • Putting a dollar value on every gap

Findings walkthrough

And show you what we found:

  • A walkthrough call with your findings
  • A clear plan you can act on
  • Options to fix it yourself or with us

Report pricing

One fixed monthly price

Your price

Free

for qualified businesses

2 weeks

kickoff to findings

0

obligation

The report is the first step for most Invertops customers. Many use the findings to choose a plan.

Your price is based on:

  • Your business size and number of locations
  • Your call volume
  • How many open quotes and plans you have
  • Which systems we need to review

What's included:

  • Scoping call
  • Call log review
  • Response-time review
  • Open quote review
  • Existing-customer quote review
  • Renewal review
  • A dollar value for every gap
  • A clear action plan
  • Findings walkthrough call

Common questions

Is the report really free?+

Yes, for qualified businesses. There's no obligation to continue.

What access do you need?+

Read-only access to your call logs and customer system is usually enough. We never change anything while preparing your report.

How long does it take?+

About two weeks from the scoping call to the findings walkthrough, with very little time needed from your team.

What if you don't find much?+

Then you'll know your front desk is in good shape, and we'll tell you so.

Guides from our team

Why missed calls cost more than you think

The real cost of a missed call goes beyond one job. Here's how to work it out for your business.

Read more

How to follow up on old quotes without sounding pushy

A simple follow-up rhythm and the exact wording that reopens stalled quotes.

Read more

Where service businesses lose money in 2026

The most common places calls, quotes and customers slip away, and how to catch them.

Read more

Find out how many customers you're missing

Get your free Missed-Money Report and a clear plan to win them back.