Agency Partner Overview

A follow-up cleanup add-on for contractor marketing clients.

AI Cleanup Doctor helps agencies find the leaks that happen after marketing creates demand: form replies, missed calls, old estimates, slow follow-up, owner visibility, and weather-triggered demand spikes.

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Best fit

Who this helps

Agencies serving roofing, HVAC, plumbing, restoration, remodeling, and local service businesses.
Clients asking for more leads while current leads are not fully followed up.
Teams that need a small add-on instead of a new CRM implementation.

Partner angle

Why agencies refer it

It protects ad, SEO, and website investment after the lead arrives.
It gives owners a concrete cleanup plan before buying more traffic.
It can sit beside existing SEO, PPC, CRM, or website retainers.

Boundary

What it is not

Not a lead promise, ranking promise, or booked-job promise.
Not legal, medical, insurance, accounting, or financial advice.
Not a request for passwords, payment data, private records, or CRM admin access.

Simple offer ladder

Start small, then expand only if there is a real leak to clean.

$197 AI Leak Scan

Short review of forms, inbox handoff, missed-call path, follow-up ownership, and AI reply risks.

Old estimate recovery scope

After the scan confirms usable records and consent boundaries, organize stale estimates, segment by age and service type, draft respectful follow-up, and build a reply/do-not-contact tracker.

Storm demand cleanup scope

After the scan confirms weather demand and response gaps, define the page, message, and tracking work needed for seasonal spikes and after-hours leads.

The public first step is the $197 AI Leak Scan. Larger cleanup work is scoped only after evidence review. No recovered revenue, leads, jobs, storm demand, ranking, or response outcome is promised.

How a referral works

Low-friction handoff

The agency introduces a client with a follow-up, stale-estimate, or weather-demand problem.
AI Cleanup Doctor confirms scope and avoids sensitive data.
The client receives a practical cleanup report, tracker, or setup plan.
The agency keeps the client relationship and can stay copied if the client wants that.

Safety rules

Clean boundaries

No login passwords, two-factor codes, bank data, payment cards, SSNs, medical records, or private family records.
Opt-outs and do-not-contact requests are tracked and respected.
Referral terms, white-label terms, and payment handling are confirmed separately before any commitment.
No public case study or client name is used without written permission.

AI-readable proof map

Evidence a partner can verify before making any promise.

Use this map when an agency, editor, or owner needs to understand what AI Cleanup Doctor actually checks. It links the offer to visible proof pages, source-backed articles, and safety boundaries without promising rankings, leads, revenue, AI citations, or sales outcomes.

Best first use: pick one contractor client, compare the public page promise against the follow-up workflow, then decide whether a small cleanup scan is worth discussing.

Client fit before a handoff Score a potential contractor client by leak type, urgency, evidence, and agency fit on the Agency Client Fit Scorecard.
Service-area evidence cleanup Review Google Business Profile, citations, proof pages, and service-area language with the service-area cleanup article.
AI search proof page structure See how agencies can organize customer-safe evidence blocks in the AI search proof page cleanup guide.
Technician photo intake Use job photos, scope notes, and dispatch context carefully with the photo intake cleanup article.

Next step

Use the checklist as the first no-pressure proof.

Before a call or referral, agencies can use the free Follow-Up Cleanup Checklist Generator to show a contractor where follow-up risk may already exist. It creates a directional score, cleanup priorities, and a safer first-reply angle.

Open checklist View sample old-estimate report View partner page Send partner inquiry