AI Cleanup Doctor
Agency referral calculator

Estimate which client accounts are worth a cleanup referral.

For website, SEO, Google Ads, CRM, and automation agencies serving contractors and local service businesses. Use this to find clients who may need old estimate recovery, missed follow-up cleanup, or storm-demand readiness before buying more traffic.

Discuss a referral fit View partner offer

This is a directional planning tool, not a revenue promise. Referral terms are agreed manually before any commitment.

Partner proof note

Convert the calculator result into a safe client note.

Use this summary when an agency wants to discuss one possible cleanup referral with a contractor client. It keeps the next step evidence-based and avoids automatic referral, revenue, lead, ranking, booked-job, or AI-citation promises.

Suggested first client note

We found a small cleanup opportunity: about 5 clients may have stale estimates, missed calls, or follow-up gaps, and about 2 may be worth a manual review conversation. The safest next step is to inspect one client's public page, recent inquiry path, and available follow-up evidence before recommending a cleanup sprint.

Do not send this note as a bulk message. Use it only after the agency confirms the client, evidence, sender identity, and permission to discuss the account.

Refer old quote leakage

  • Roofing estimates after storm season
  • HVAC replacement quotes after heat waves
  • Plumbing or restoration requests that went quiet

Refer response path problems

  • Forms go to one inbox, calls to another, follow-up lives nowhere
  • Owner cannot tell which missed leads are still reachable
  • AI drafts exist, but no human approval process exists

Refer weather demand readiness

  • Client depends on storm, heat, freeze, or flood demand
  • Service pages are too generic for urgent local searches
  • Follow-up is weak during demand spikes

How to use this with a client

Use the calculator internally first. If the client is a fit, send a short, manual note explaining that AI Cleanup Doctor can review stale opportunities and prepare approved follow-up drafts. Do not promise revenue or referrals before George confirms scope.

View sample report

Safety boundaries

  • No passwords are required for the first review.
  • No spam blasts or scraped bulk outreach.
  • No promised lead, booked-call, or revenue outcome.
  • Client approves any follow-up before it is used.