Refer old quote leakage
- Roofing estimates after storm season
- HVAC replacement quotes after heat waves
- Plumbing or restoration requests that went quiet
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.
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.
Safety boundaries
- No passwords are required for the first review.
- No spam blasts or scraped bulk outreach.
- No guaranteed lead, booked-call, or revenue outcome.
- Client approves any follow-up before it is used.