📥 What’s Inside the Missed Revenue Recovery Kit
Use these tools to identify missed revenue, automate client follow-up, and improve intake performance—without adding more staff
Missed Revenue Calculator (Excel)
Instantly estimate how much potential revenue you’re losing to missed or mishandled calls using this Excel-based tool.
Call Summary & Instructions Sheet
A printable 1-page summary of your missed revenue calculations—plus simple instructions to guide your team.
AI Call Flow Diagram
Visual diagram showing how firms automate lead capture and qualification using a Voice AI Assistant—with no extra staff.
Ready to Implement This In Your Firm?
Book a free Discovery Session and we’ll show you how to cpature more leads without adding more staff - and recommend the best-fit automations for your workflow.
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