- Observed source facts Source fact
- Quote Q-18462 was sent on 03 August for £8,450; no activity was recorded after 08 August; the quote expires on 02 September.
- Commercial context Source fact
- The account purchased the same product category previously and has an assigned branch manager.
- Exclusions checked Source fact
- Not an active opportunity; no previous objection; no duplicate action in the agreed look-back period.
- Approved owner and route Source fact
- The account is assigned to the correct branch manager and the permitted business contact route is selected.
- Factual opening Our research view
- Before the quote expires, the agent asks whether delivery timing, availability or the requirement has changed.
- Reply and hand-off Human decision
- The agent classifies the reply and sends positive, complex or sensitive conversations to the branch manager with the full context.
Which old leads, quotes, service dates and customer records can create revenue now?
Old enquiries, quotes, service dates and customer records often contain a real reason to reconnect, but no reliable next action. We audit what you already hold, find the usable records and attach that reason. The workflow can then run the agreed follow-up and route positive replies to the right owner.
Check one batch of old quotes See a worked recovery record
Free 20-minute fit call. We will clarify the right next step early.
For B2B and B2C businesses with meaningful enquiry, quote, service, account or customer history across CRM and operational systems.
A worked quote-recovery record
A useful recovery record connects the customer history, current context and the person who owns the next decision.
What makes a recovery queue responsible
A due date or unanswered quote can be a factual prompt. The record group, exclusions, contact route and recovery sequence are approved first; the agent can then run the follow-up and hand useful replies to the right owner.
Service records can contain a factual due-date trigger
Source: HSE — thorough examinations and inspections of lifting equipment- Published fact or market example
- HSE says a thorough-examination report must include the next due date. It describes 6- or 12-month examination intervals for different lifting equipment unless a competent person’s examination scheme specifies another interval.
- How to use this signal
- Use the due date to prepare the next service conversation; the qualified client team decides the operational action.
- What Durward prepares
- For an inspection, hire or maintenance provider, we can identify an approaching date or unresolved remedial quote, check the current booking and ownership status, and give the service owner a factual scheduling or relationship prompt.
Start with one recovery batch—not the whole database
We begin with the commercial history that may contain a real follow-up reason, then decide whether a bounded recovery test is responsible and useful.
- You bring
- A focused export of relevant CRM, ERP, quote, order or service history, with current ownership and activity context.
- What we use
- Where each record came from, whether the relationship is current and whether a factual quote, service or account trigger exists.
- What your team receives
- A data-quality map, exclusion register, usable record group, approved recovery sequence and explicit reply hand-off rules.
- What stays with your team
- Your team approves the records, channel, message, frequency and escalation rules before activation. The agent can then run inside those rules; pricing, relationship judgement and sensitive conversations remain with your team.
The practical decision after this first step
Before activation, you receive a written proceed, repair or stop recommendation. If the records are usable, we compare replies, bookings, reopened opportunities, hand-off speed and commercial outcomes with current handling.
Is this likely to fit?
This works when your own records contain a specific commercial or service event and a named owner can take over useful replies.
A good fit
- You hold first-party commercial history with meaningful dates, values, owners or service events.
- A named team can take over positive, complex or sensitive replies.
- You can provide current-opportunity, communication-history and existing-owner context.
- The current CRM, ERP or vertical platform leaves a measurable unworked gap.
Choose another route when
- You want to send the same generic message to every historic record without segmentation or current context.
- The native CRM, FSM or vertical platform already produces and owns the required queue.
- The only proposed trigger is that a record is old.
The product routes we can scope now
The routes differ by trigger, but each starts with client-authorised records, runs only through the approved sequence and ends with a named person taking over the commercial conversation.
Revenue Recovery Data Audit
Any business considering reactivation from CRM, ERP, quote, order, service, contract or enquiry records.
Information used
A focused export of account, ownership, activity, quote, service, enquiry and communication fields.
What your team receives
A data-quality map, exclusion register, bounded recovery list and proceed, repair or stop recommendation.
Decision boundary: The audit identifies which records have enough current context to support a useful recovery sequence.
Explore this routeTrade Quote & Account Recovery
Builders' merchants, wholesalers, industrial suppliers, trade distributors and equipment-hire firms.
Information used
ERP account master, quote and order history, hire records, CRM activity and relationship ownership.
What your team receives
A prioritised recovery list, approved follow-up sequence, classified replies and branch or account-owner hand-offs for unresolved quotes and factual repeat-cycle opportunities.
Decision boundary: A change in spend or an ended hire is a relationship prompt, not proof of dissatisfaction or a new project.
Explore this routeService-Due & Remedial Quote Recovery
Fire, water, HVAC, lifting, electrical, inspection, certification and planned-maintenance providers.
Information used
Asset register, genuine service dates, inspection outcomes, remedial quotations, contracts and customer communication.
What your team receives
An approved reminder sequence for upcoming due work and unresolved quotes, with booking, question and hand-off outcomes routed to the service owner.
Decision boundary: A due inspection does not prove remedial work is needed, and the system does not make safety or technical decisions.
Explore this routeOther recovery routes
Flexible-workspace operators and new-homes sales teams can use the same approach only when a current availability or plot fact matches an approved first-party requirement.
Route labels: ready to scope means we can define the engagement now; other use case means we assess it case by case on the fit call; exploratory pilot means a small first project.
Other use case
Workspace Enquiry & Renewal Recovery
Independent multi-site flexible-workspace and serviced-office operators.
What the team receives
A requirement-to-availability match list, approved re-engagement sequence and adviser hand-off when a prospect replies or requests a tour.
Decision boundary: Availability, contact rights and commercial terms must be current before the approved sequence is activated; negotiation remains with the adviser.
Explore this routeOther use case
Buyer-to-Plot Recovery
Regional housebuilders and new-homes sales agencies with historic buyer enquiries and current plot data.
What the team receives
A source-linked buyer-to-plot match list, approved update sequence and sales-adviser hand-off when a buyer responds to a relevant current plot.
Decision boundary: The system does not infer affordability, readiness, eligibility or suitability.
Explore this routeHow one recovery sequence is tested
We inspect the data, ownership and exclusions first. A recurring agent is only considered after a small record group has a clear trigger, approved contact route and usable human hand-off.
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Revenue data audit
Profile a de-identified field sample, define the recovery group and decide whether the data can support a responsible test.
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Bounded recovery sprint
Run one approved sequence on a small record group and compare replies, bookings, reopened opportunities and hand-offs with normal handling.
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Recurring recovery monitor
Only after the record group and sequence work, automate trigger detection, follow-up and hand-off while people retain the relationship and commercial decisions.
Sources, safeguards and buyer questions
How we keep the work controlled Reconcile approved exports and identify duplicates, missing fields and unresolved ownership
What the workflow prepares
- Reconcile approved exports and identify duplicates, missing fields and unresolved ownership
- Apply agreed trigger, exclusion and priority rules
- Send the approved sequence, apply stop rules, classify replies and create the named-owner hand-off
What remains with your team
- Approve the record group, contact route, message, frequency and escalation rules before activation
- Choose any offer, commercial terms and negotiation position
- Handle objections, relationship context and any sensitive situation
Specific safeguards
- Start with the fields needed to explain the original enquiry, quote, service event and relationship owner.
- Choose the communication channel that fits the selected customer group and existing workflow.
- Keep current opportunities and relationship ownership intact.
- Use the recorded commercial event to shape the message instead of sending a generic reactivation note.
Sources and market rationale Active, lapsed and dormant trade-customer segmentation can support material commercial programmes.
Active, lapsed and dormant trade-customer segmentation can support material commercial programmes.
Blueberry — builders' merchant case- What it supports
- The provider case supports demand for disciplined segmentation and human outreach in trade distribution.
- What it does not prove
- Use this as a pattern for a defined first-party recovery programme with clear ownership and outreach.
Merchant ERPs already support quote-priority products.
QuoteTrack- What it supports
- The quote-recovery category exists and merchants buy prioritised next-action workflows.
- What it does not prove
- Use QuoteTrack as a benchmark and focus discovery on unused data, ownership gaps and cross-system work.
Some service dates arise from explicit recurring examination regimes.
HSE — Thorough examinations of lifting equipment- What it supports
- A real due-date trigger can be stronger than generic CRM inactivity.
- What it does not prove
- Use the applicable equipment and examination scheme to define the right service-date trigger and next action.
Workspace conversion and enquiry handling are commercially important but already well served by vertical platforms.
OfficeRnD — x+why case- What it supports
- A named London-founded operator invested in specialist conversion and booking workflow.
- What it does not prove
- Use the specialist platform as a benchmark and focus on data or workflow gaps that remain between systems.
Questions buyers usually ask Yes: we first audit the data, select one useful group of records and configure a specific follow-up sequence.
Can you help us follow up old trade quotes or lapsed accounts?
Yes: we first audit the data, select one useful group of records and configure a specific follow-up sequence. The agent can then run the agreed messages and hand positive or complex replies to the account owner.
Open in the full FAQCan you find service renewals or remedial quotes in our maintenance system?
Potentially: we first check the existing field-service features, then surface only the residual due-service or unresolved-quote cases that need a named owner's review.
Open in the full FAQWhat decisions does the AI make on its own?
In approved B2B sales and first-party recovery campaigns, rules and AI can check, match, summarise, send the agreed messages, run routine follow-ups, classify replies and route work. Research and evidence workflows start read-only or draft-only; audience and channel policy, pricing, negotiation, technical, safety, clinical, legal, regulatory and professional decisions stay with a named person.
Open in the full FAQWhat do the new sales, recovery and evidence products cost?
Each engagement is scoped individually, so there is no price list for these products yet. The fit call is free, and if work can be scoped you get a written price before anything starts.
Open in the full FAQTurn old business data into cash flow, one usable batch at a time.
Start with a factual trigger, an approved contact route and a named owner for useful replies, rather than a bulk send.
Free 20-minute fit call. We will clarify the right next step early.