PROSPECTBOSS • RESTORATION SALES

Restoration Revenue Recovery

Revisit unresolved inquiries and stalled estimates with a process that checks current property needs and assigns a clear next action.

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What is restoration revenue recovery?

Restoration revenue recovery means reviewing existing sales opportunities that did not become completed work and identifying which remain viable. It includes unanswered inquiries, undecided estimates, and deferred reconstruction discussions.

Here, recovery refers to sales follow-up. Collecting unpaid invoices or managing claim decisions is a separate process.

Which opportunities should your team review?

  • Unresolved inquiries: confirm whether the property owner still needs assistance.
  • Open estimates: identify unanswered scope or scheduling questions.
  • Deferred reconstruction: ask what must happen before the project can proceed.
  • Missed consultations: determine whether another appointment is still appropriate.

Remove duplicate records and projects already completed elsewhere. Avoid placing active service customers into a generic sales-recovery queue.

Verify the current situation before making an offer

“Hi [Name], this is [Rep] with [Company]. We previously discussed [project] at [property]. Is that work still being considered, or has it already been addressed?”

If the need remains, check whether conditions or scope have changed. Arrange a review with the appropriate person rather than relying automatically on an old estimate.

Route current urgent concerns through your established response process. Routine recovery outreach should not delay a request that needs immediate internal attention.

Give every reopened opportunity an owner

  1. Review the original request and latest project status.
  2. Identify the appropriate property contact.
  3. Clarify the outstanding question or decision.
  4. Assign the estimator, office, or project contact responsible.
  5. Agree on a realistic update time and record the outcome.

Keep technical and claim-related questions with the appropriate parties. Do not promise coverage, approval, or a start date that has not been confirmed.

Track results through the completed job

Measure eligible opportunities, meaningful conversations, assessments held, accepted proposals, completed work, and payments separately. Count each project once even if it has multiple estimate versions.

Review reasons for closure as well as wins. Accurate records of resolved or unsuitable projects prevent wasted follow-up.

Frequently asked questions

Can every old restoration inquiry be recovered?

No. Some needs were addressed elsewhere or no longer exist. The first task is to establish current relevance.

Should we resend an old estimate?

Confirm the current scope and proposal applicability before asking the customer to proceed.

Is an accepted proposal recovered revenue?

It is a sales milestone. Track completed work and collected payments separately.

Explore lead follow-up, estimate follow-up, and dialer selection.

Build a clear path from old inquiry to current decision

Explore a ProspectBoss calling workflow for your restoration recovery process.

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