Revenue Recovery & Relationship Engagement
Professional relationship management for businesses that grow through trust.
The greatest opportunities for growth are often closer than they appear.
They live in the clients who loved working with you, the conversations that simply lost momentum, the referrals waiting to be acknowledged, and the relationships that deserved one more thoughtful touchpoint.
Most business owners already know where those opportunities are. What they do not have is the time to nurture them while continuing to lead, serve clients, and grow the business.
That is why we built Revenue Recovery and Client Reengagement. We become a trusted extension of your team, reconnecting with the people who already know your value so that every relationship your business has earned receives the attention it deserves.
This is not automated or outsourced to someone reading a script for the first time. This is a team of experienced relationship builders who represent your business the way you would represent it yourself.
The Reality
The numbers make the case before you spend a dollar.
88%
of clients say they would return to a business. Only 12% actually do, because no one followed up.
5–7x
more expensive to acquire a new client than to retain or reactivate an existing one.
40x
the average ROI on retention-focused outreach, because you are protecting revenue already earned.
What this looks like
Professional outreach. Genuine conversation. No pressure.
Every contact is made on behalf of your business, in your voice, with the professionalism your clients deserve. The goal is never to sell. It is to reconnect, reopen the conversation, and return a warm, interested person to your team.
When a relationship calls for something more than a call, a handwritten note arrives through our partnership with Nina & June, considered, personal, and impossible to ignore.
Warm outreach to inquiries, estimates, and proposals that expressed interest and then went quiet
Lead Follow-Up
Reconnecting with former clients to invite them back into relationship with your business
Past Client Reactivation
Acknowledging and nurturing referral relationships with the consistency they deserve
Referral Cultivation
Scheduling qualified conversations so your team's time is reserved for the work that matters
Appointment Setting
Curated notes fulfilled through Nina & June at key relationship moments, personal, considered, memorable
Handwritten Touchpoints
Documenting every outcome so nothing falls through the gap a second time
CRM Stewardship
25 years of client nurturing
This service is built on 25 years of building client relationships inside competitive, high-stakes sales environments. What we learned is that the gap between the revenue a business earns and the revenue it keeps is almost always a relationship gap.
When we reach out on your behalf, we do so as an extension of your team. Your name. Your reputation. Your relationship.
We provide the time, the professionalism, and the personal touch to make sure your clients feel remembered, valued, and connected to the business they already chose to trust.
What Makes This Different
Real people. Real conversations. Your reputation, protected.
This is not an AI dialer. It is not a robocall. It is not an offshore call center working from a script they read for the first time this morning.
Every outreach contact is handled by a real person with real sales and client service experience. Someone who understands that every call made on your behalf either strengthens your reputation or risks it. We take that seriously because your clients deserve it and your business depends on it.
We do not read scripts. We have conversations. The kind that make the person on the other end feel remembered, valued, and glad they picked up.
That is what 25 years of relationship-based selling looks like in practice.
Investment
Every engagement includes professional outreach, monthly reporting, and handwritten touchpoints through nina & june for the relationships most worth protecting. The Pipeline Audit is where every engagement begins.
Three ways to engage. One standard of care.
Reconnect
Dormant pipeline, immediate attention
$1,500 per month
For businesses with a backlog of cold leads, lapsed estimates, or past clients who haven't heard from you in over a year.
Up to 50 contacts per month
Lead follow-up and past client reactivation
Monthly summary report
CRM documentation
3 handwritten notes per month via nina & june
Retain
Active pipeline, consistent stewardship
$2,500 per month
For businesses with ongoing lead flow and a meaningful base of past clients worth staying in front of consistently.
Up to 100 contacts per month
Full suite: leads, past clients, referrals
Bi-weekly progress update
Monthly ROI summary
CRM documentation
6 handwritten notes per month via nina & june
Cultivate
Full pipeline, strategic partnership
$4,000 per month
For businesses ready to treat their pipeline as a strategic asset with consistent, comprehensive relationship stewardship.
Up to 200 contacts per month
Comprehensive stewardship, all stages
Weekly activity notes
Monthly strategy conversation
CRM documentation
12 handwritten notes per month via nina & june
The Pipeline Audit
$500
Applied toward
month one
Every engagement begins with a with a pipeline audit. A focused review of your existing CRM and contact history. We identify exactly where the opportunity lives, what it is worth, and which engagement is the right fit to recover it. The investment applies in full toward your first month.
Built for businesses where relationships drive revenue.
If your business grows on trust, referrals, and repeat clients, the conversations sitting untouched in your CRM are worth more than most new marketing efforts. This service is designed for owners and operators who are excellent at delivering their work and honest about the fact that consistent follow-up is not where their time is best spent.
Who we serve
Marketing Agencies
Law Firms
Wealth Management
Insurance Firms
Real Estate
Financial Advisor Firms
Dental, Vision, Cosmetic Practices
Home Services & Repair
