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Growth workflows

Fifty ways it
finds you money.

Each one finds a money signal in your real data, ranks it in dollars, and then does the work — reconciling the books, researching the market, working the inbox, handing tasks to specialist agents it built. Anything that moves money or leaves the building stops at your one-tap approval. 3 run as fully automated detection engines today.

Revenue recovery

Revenue recoveryAutomated engine
Detects
Lapsed customers — anyone overdue against their own historical cadence — plus no-shows and dropped jobs that never came back.
Ranks by
Expected recoverable revenue from each customer's real service and payment history.
Does
Builds the ranked recovery list, writes a specific message per customer from their actual history, and sends it — in waves, so the first batch lands while you watch and one tap halts the rest.
Unbilled work sweepRuns via your workforce
Detects
Work that was delivered but never invoiced — completed jobs and appointments with no matching invoice in your books.
Ranks by
Total uninvoiced dollars, oldest first, since old unbilled work is the hardest to collect.
Does
Reconciles completed work against QuickBooks and Stripe, assembles the missing invoices with line items pulled from the job record, and queues them for you to release.
Stalled work rescueRuns via your workforce
Detects
Jobs, estimates, and projects that went quiet mid-flight — started, never finished, never closed out.
Ranks by
Contract value sitting frozen in each stalled item.
Does
Traces each one across messages, calendar, invoices, and files to find where it died, then produces the restart brief with the exact next action and who owes it.
Dropped service linesRuns via your workforce
Detects
Customers who quietly stopped buying something they used to buy — the maintenance plan, the second service, the annual visit.
Ranks by
The dropped line's annualized revenue, per customer.
Does
Segments by which line was dropped and what the pattern has in common, then runs a win-back specific to that line rather than a generic blast.
Silent churn watchRuns via your workforce
Detects
Leading indicators of a customer about to leave: lengthening gaps, shrinking tickets, unanswered messages, declining engagement.
Ranks by
Lifetime value at risk before the lapse happens — always cheaper than a win-back.
Does
Scores the whole book weekly, opens a save play on the top accounts, and briefs you personally on the ones worth a call from you instead of the agent.

Lead capture & conversion

Missed-call moneyRuns via your workforce
Detects
Every missed call, after-hours inquiry, and abandoned chat, the moment it happens.
Ranks by
Average first-job value for that lead source.
Does
Texts back instantly with a booking path and works the conversation all the way to a booked job. On by default — the original money-printer.
Speed-to-leadRuns via your workforce
Detects
New inquiries aging without a reply across phone, text, email, web chat, and connected lead sources.
Ranks by
Close-rate decay per hour of silence — the steepest curve in the business.
Does
Engages within seconds on whichever channel they used, qualifies, books, and escalates to a human the moment it hits something it shouldn't decide.
Lookers to bookersRuns via your workforce
Detects
People who asked about price or availability and vanished without booking.
Ranks by
Inquiry value by the service they asked about.
Does
Re-opens the thread answering the exact question they asked, with your real pricing, and books them — not a generic follow-up template.
Dormant lead revivalRuns via your workforce
Detects
Old inquiries sitting dead in your CRM and imported lists who never became customers.
Ranks by
Expected conversion value by lead age and the service they wanted.
Does
Re-qualifies the list against current reality first — still in business, still local, still relevant — discards the dead weight, then works the live remainder in approval-gated waves.
Channel ROI ledgerRuns via your workforce
Detects
Which sources — Google, ads, referrals, walk-bys, partners — produce booked and paid revenue, not just clicks.
Ranks by
Cost per booked dollar by channel, joined from real ad spend and real collected revenue.
Does
Pulls ad performance, joins it to booked jobs and payments, and writes the reallocation brief: cut what doesn't book, feed what does.

Demand & capacity

Schedule gap fillingAutomated engine
Detects
Empty capacity across every provider, crew, and location, weighted by realized revenue per hour.
Ranks by
The dollar value of each gap, computed from your actual booking history.
Does
Ranks fill strategies — waitlist promotion, targeted offers, time-boxed promo — and executes the chosen play against the right segment.
Cancellation backfillRuns via your workforce
Detects
A cancellation the moment it lands, while the slot is still warm.
Ranks by
Slot value × the likelihood each waitlist and recent-inquiry contact takes it.
Does
Works down the ranked list in real time until the slot refills, then stops — nobody gets an offer for something already gone.
Overflow routingRuns via your workforce
Detects
Demand arriving at a location, crew, or provider with no room, while another has open capacity.
Ranks by
Revenue that would otherwise walk, against the cost of the longer drive or later slot.
Does
Offers the customer the real alternative across your whole operation and books it where the capacity actually is.
Standing-slot conversionRuns via your workforce
Detects
Customers booking the same work repeatedly at irregular intervals — recurring revenue you re-earn every single time.
Ranks by
Revenue lift and churn reduction from converting them to a standing appointment or plan.
Does
Offers each customer the standing slot at their own statistically preferred day and time, and sets up the recurrence the moment they accept.
Demand forecast & staffingPlanned
Detects
The shape of demand ahead — seasonality, weather-driven spikes, local events, your own booking curve.
Ranks by
Revenue at risk from being understaffed, and margin lost to being overstaffed.
Does
Projects the coming weeks and sets the roster and hours to match, publishing the shift changes to the team with the forecast's reasoning attached.

Pricing & margin

Margin intelligenceAutomated engine
Detects
True contribution margin per service, provider, and job — joining Stripe payouts, QuickBooks expenses, and staff time.
Ranks by
The three services and one staffing pattern doing the most damage to margin.
Does
Produces specific fixes — reprice, repackage, reschedule — each drilling all the way down to the receipts behind the number.
Underpricing detectorRuns via your workforce
Detects
Work that sells out fastest while carrying your thinnest margins — demand telling you the price is wrong.
Ranks by
Revenue left on the table at demonstrated demand.
Does
Models the new price against real utilization, shows what happens to volume and margin at each step, and rolls it out on approval.
Quote win/loss analysisRuns via your workforce
Detects
The price point where your quotes start losing — by service, by job size, by customer type.
Ranks by
Margin lost to quotes priced past the cliff, and volume lost to quotes priced under it.
Does
Analyzes every won and lost quote, finds the cliff, and rewrites your quoting guidance with the evidence attached.
Discount leakageRuns via your workforce
Detects
Discounts and comps clustering around specific staff, services, days, or customers.
Ranks by
Margin dollars leaking per month, attributed by source.
Does
Tightens the discount rules, installs an owner-approval gate above your threshold, and reports who was about to breach it.
Vendor cost driftRuns via your workforce
Detects
Supplier costs rising faster than the prices of the work that consumes them.
Ranks by
Margin compression per service since each cost change.
Does
Catches unit-cost drift the month it starts — read straight out of your bills and payments — and opens the renegotiation with the vendor itself: their own price history, your volume, and the number to ask for.

Cash & collections

Receivables deskRuns via your workforce
Detects
Everything owed to you, aged — unpaid invoices, accepted estimates never billed, partial payments never completed.
Ranks by
Dollars × collectability decay, because old debt is dying debt.
Does
Reconciles receivables across your books and Stripe, then runs a polite escalating sequence per debtor, pausing the instant someone pays. Every message approval-gated.
Estimate revivalRuns via your workforce
Detects
Quotes that were opened and never accepted, and the point in the follow-up curve where each one stalled.
Ranks by
Quote value × your historical close rate at each follow-up interval.
Does
Runs the follow-ups that actually close estimates in your business, each written against that specific job rather than a template.
Failed-payment rescueRuns via your workforce
Detects
Declined cards on plans, memberships, and invoices — before the decline quietly becomes churn.
Ranks by
Recurring value at risk per failure.
Does
Runs the retry cadence, sends the update-your-card path, and escalates to you only when the customer is genuinely about to be lost.
Deposit & no-show protectionRuns via your workforce
Detects
Job types with high no-show cost running unprotected, and levied fees never actually collected.
Ranks by
No-show losses per month on unprotected work, plus uncollected fees already earned.
Does
Sizes the right deposit per service tier from your own no-show history, switches the policy on with one approval, and charges fees you're already owed against saved cards on your say-so.
Cash forecastPlanned
Detects
Money in and money out over the coming weeks — booked work, receivables, recurring plans, and known bills.
Ranks by
Projected balance by week, with the tight weeks named.
Does
Builds a rolling forecast from your books and booked work, and flags the squeeze while you can still do something about it.

Back office autopilot

Invoice from completed workRuns via your workforce
Detects
Finished jobs and appointments that need to become invoices, with the line items already sitting in the job record.
Ranks by
Dollars waiting to be billed, and the days of float lost to billing late.
Does
Assembles each invoice from the real job record and writes it into QuickBooks on approval — the paperwork that normally eats a Sunday.
Books reconciliationRuns via your workforce
Detects
Stripe payouts that don't match deposits in your books, duplicated entries, and payments recorded against the wrong customer.
Ranks by
Dollars unreconciled, and the cost of finding it in April instead of now.
Does
Matches payouts to deposits line by line, resolves what it can, and hands you a short exception list of the ones that genuinely need a human.
Inbox triageRuns via your workforce
Detects
Everything sitting in the shared inbox: customer questions, vendor mail, scheduling requests, things that need a decision.
Ranks by
Revenue attached to each waiting thread, and how long it has been waiting.
Does
Works the inbox from your own email account — classifies, answers what it can from your knowledge base, files the rest, and surfaces only what needs you.
Recurring reports & packetsRuns via your workforce
Detects
The reports and document packs someone rebuilds by hand every week, month, or quarter.
Ranks by
Hours of skilled time consumed by assembly instead of judgment.
Does
Runs as a background job on its own cloud computer, pulls live numbers, and delivers finished files — spreadsheets and documents you can open — on schedule.
Bill & receipt capturePlanned
Detects
Bills and receipts arriving as email attachments and uploaded documents that need coding and filing.
Ranks by
Unrecorded expense dollars, and the margin distortion from booking them late.
Does
Reads each document, extracts vendor, amount, date, and category, codes it against your chart of accounts, and files it for approval.

Market & competitive intelligence

Competitor watchRuns via your workforce
Detects
What competitors in your area are charging, promoting, promising, and how they're being reviewed.
Ranks by
Revenue exposure everywhere you're priced or positioned badly against them.
Does
Runs the research as a background job and delivers a written brief with sources — what changed, what it means for your pricing, what to do about it.
Supplier sourcingRuns via your workforce
Detects
What you're paying for materials, parts, and supplies versus what the market charges.
Ranks by
Annualized savings available at your real consumption volume.
Does
Researches alternative suppliers, builds the comparison as a real spreadsheet with terms and lead times, and drafts the outreach.
Prospect list buildRuns via your workforce
Detects
Businesses and neighborhoods that match the customers you already make money on.
Ranks by
Expected value of the segment, based on what your lookalike customers are actually worth.
Does
Builds the qualified list with research attached to each entry, loads them in as contacts, and runs outreach on approval.
Local demand signalsRuns via your workforce
Detects
Local events, weather swings, seasonal turns, and neighborhood activity that move demand for what you sell.
Ranks by
Historical revenue swing for each signal type in your own numbers.
Does
Watches the signals, pre-positions availability and staffing, and launches the campaign before demand peaks rather than during it.

Data, records & the ontology

Customer dossierRuns via your workforce
Detects
Everything connected to one person — jobs, conversations, payments, documents, and the work in flight that mentions them.
Ranks by
The value of walking into the conversation already knowing all of it.
Does
Assembles the full connected view out of the ontology on demand, so nobody opens four systems before a call.
Duplicate resolutionRuns via your workforce
Detects
The same customer existing two or three times across your systems under slightly different names and numbers.
Ranks by
Revenue misattributed and win-backs missed because the history is split across records.
Does
Resolves the identities, shows the evidence behind each match, and merges the records on approval without losing history.
Dataset hygieneRuns via your workforce
Detects
Imported and warehoused data carrying the usual damage: empty columns, inconsistent casing, mixed phone formats, duplicates.
Ranks by
Campaigns and reports that are wrong because the data underneath them is wrong.
Does
Profiles every column, reports what's broken, and produces a cleaned copy with a receipt — your original data is never modified.
Migration auditRuns via your workforce
Detects
Whether an import from your old system actually landed completely — missing customers, dropped history, broken links.
Ranks by
Revenue tied to records that silently didn't make the move.
Does
Reconciles what arrived against what was supposed to, and produces the gap list with the specific records to re-import.

Your agent workforce

Specialist agent buildoutRuns via your workforce
Detects
Roles in your operation that deserve their own dedicated agent — collections, sales, review responses, dispatch, intake.
Ranks by
What the role costs to staff today versus what it costs to run as an agent.
Does
Stands up each specialist with its own operating instructions, rules, and tools, so the work is done by something accountable to a defined role.
Delegation & routingRuns via your workforce
Detects
Work arriving at the generalist that actually belongs to a specialist.
Ranks by
Quality and speed lost whenever the wrong worker handles it.
Does
Routes the task to the right specialist agent, which answers under its own prompt and rules, and relays the result back into the thread.
Two-agent reviewRuns via your workforce
Detects
Decisions and drafts that shouldn't ship on one opinion — pricing calls, contract language, sensitive replies.
Ranks by
The cost of the mistake a second pair of eyes would have caught.
Does
Has two of your specialists argue it out — sales against finance, writer against editor — and hands you the full transcript with their conclusion.
Other companies' agentsRuns via your workforce
Detects
Agents belonging to your suppliers, partners, and enterprise customers that your workforce can work with directly.
Ranks by
Cycle time removed from every back-and-forth that currently needs two humans.
Does
Discovers what another company's agent can do, then handles the scheduling, ordering, or status exchange with it directly on your behalf.
Background task runnerRuns via your workforce
Detects
Work too large to answer in a conversation — deep research, real analysis, documents that take real time to produce.
Ranks by
Skilled hours that would otherwise go to producing rather than deciding.
Does
Runs autonomously on its own cloud computer for up to half an hour per task, then notifies you when the deliverable files are ready.

Reputation & referrals

Review velocityRuns via your workforce
Detects
Happy completions that never became public reviews, and where you stand against the competitor set locally.
Ranks by
The ranking and lead-flow cost of the review gap.
Does
Asks the right customers at the right moment after the job, on the platform that matters most for your local ranking.
Detractor interceptRuns via your workforce
Detects
Low ratings and complaint-shaped messages, in real time, before they become public.
Ranks by
The customer's lifetime value plus the drag a public review puts on new business.
Does
Opens the private make-it-right play immediately and routes it to you first — the one place speed genuinely beats polish.
Referral engineRuns via your workforce
Detects
Your promoters — repeat, high-rating customers — who have never once been asked for a referral.
Ranks by
Expected referral value using your own referral economics, not an industry average.
Does
Sends the personal ask with whatever incentive you configure, tracks what each promoter actually produces, and stops asking the ones who don't.

Risk, compliance & anomalies

Anomaly watchRuns via your workforce
Detects
A day that doesn't look like your normal — bookings, revenue, refunds, or message volume spiking or cratering.
Ranks by
Deviation size in dollars against your own baseline.
Does
Explains it in plain English with the underlying records linked, so you hear it from the system rather than from a bank balance.
What's stuckRuns via your workforce
Detects
Work sitting in limbo across the whole operation: unanswered threads, pending approvals, half-finished jobs, unreleased invoices.
Ranks by
Dollars attached to each stuck item.
Does
Produces the morning unstick list — approve, delegate, or drop, each with one tap — and clears what it's allowed to clear itself.
Compliance cadencePlanned
Detects
Expiring licenses, insurance renewals, certifications, and consent-form gaps.
Ranks by
Exposure if missed — fines, lapsed coverage, staff who legally can't be booked.
Does
Files each renewal and its checklist well before the deadline, and chases whoever owes a signature until it is in.

Turn the signals into revenue.

Every play above runs on your real business data, ranked in dollars — and does the work, not just the paperwork about the work.