Found Money Report
The money is already in your customer list.
We import your history and show you, in dollars, what you can recover in the next 12 months.
What we look for.
- Past customers who have not booked in 12 months or more
- Customers due for maintenance, replacement, or renewal
- Estimates sent and never followed up
- Members or agreements that lapsed
- Unpaid and slow invoices
What you get.
- A written report with the dollar value in each category
- The top 50 opportunities, ranked
- The Software Cut List
- A 30-minute walkthrough with Ralph
How it works.
- 1
Book a call.
Thirty minutes. We confirm the fit and tell you what to send.
- 2
Send us an export.
Send us an export from your current software. We tell you exactly how.
- 3
Get your report.
Get your report within 10 business days.
Guarantee.
Found Money Guarantee.
If the report does not find at least $100,000 in recoverable revenue, you pay nothing for it.
Price.
- Found Money Report
- PRICE. Free when you are referred by one of our broker, bookkeeper, or CPA partners.
Privacy.
Your data stays yours. We use it only to prepare your report and never sell or share it.