AI Cleanup Doctor
Agency client fit scorecard

Pick the client most likely to need cleanup before more leads.

Use this internal scorecard when an agency serves roofing, HVAC, plumbing, restoration, remodeling, or other local-service clients and wants to decide which account is worth a low-pressure AI Cleanup Doctor fit check.

Discuss one client fit View partner overview
1. Lead and estimate leakage
2. Demand timing
3. Agency fit
4. First offer path

This scorecard is directional. It does not guarantee leads, revenue, booked jobs, rankings, weather demand, or referral income.

High-fit signs

  • Existing demand exists, but follow-up evidence is scattered.
  • Owner wants a practical cleanup list, not a full platform switch.
  • Agency can introduce the project as a small client-protection add-on.

Best first step

Use one client, one offer path, and one small diagnostic. Keep it manual until the client clearly asks to proceed.

Safety boundaries

  • No passwords, two-factor codes, payment cards, or private customer records.
  • No automated outreach, spam blasts, or scraped bulk messages.
  • No promise of recovered revenue, leads, rankings, or booked jobs.