Prepared for Rodrigo and Laura · Unlimited Workforce
Every Monday, a short list of the clients who have gone quiet, a reason to reach out now, and a message ready in Laura's words. You keep every relationship. We make sure nobody gets forgotten.
You built a back office most staffing companies would envy: every shift, rate and hour in one place. That same record shows exactly who used to order and stopped. Right now, nobody is using it to sell.
in sales a month already running through your records, from clients who know you
of margin in one crew of three for one week
of margin a year from one client who books a crew every other week. Lose them quietly and it is gone without anyone noticing
Estimates. Monthly sales from Laura's email of 30 Oct. Margin uses the example rates in your own process manual ($35 an hour billed, $25 paid, about $10 an hour): a crew of three for 40 hours is about $1,200, every other week for a year is about $31K. All figures CAD. Your real margin by client is the first thing the pilot measures.
A good barber doesn't send a robot. But the good ones message you at week six: "your usual Saturday?" You go back because you like them, and because they remembered.
That is this pilot. Same people, same relationships, same phones. The only difference is that nobody falls through the cracks.
Waiting feels free, but it works like a tap left running in an empty house: nobody sees it, and the bill still comes.
Left to lock in the pilot price, Fri 13 Nov
A sample client who booked a crew of three every other week, then stopped. Each empty week is margin going to another supplier.
The longer a client goes without hearing from you, the harder they are to win back
of margin each week a quiet client books one crew of three somewhere else
of lists before the holiday break if you start by Fri 13 Nov. Start a week later and it is three
crews get lined up before the break. A message in early December puts you first in mind when your past clients plan them
Nothing new to learn and nothing changes in your records. Laura keeps working the way she does today, with a better list.
Your Database already holds every shift. We work out each client's normal rhythm and spot who has gone quiet, who is ordering less, and which project managers stopped calling.
5 to 10 names every Monday, ranked by what each client used to be worth, with a reason to reach out now and a message drafted in her voice.
She sends it from her own phone or calls, then taps what happened. "Next month" comes back next month. Lost on price goes to Rod.
Sample clients shown. Yours come from your own records.
Used to book 3 to 4 labourers every 3 weeks. Last job: Burnaby, with Mike (PM). Worth about $2,400 a month.
Why now: three times their usual gap, and last year they booked again in November
Weekly cleaning crew until September, now every other week. Worth about $1,900 a month.
Why now: check whether someone else has the other weeks
Said "next month" on 12 Oct. That is now.
Like a to do list that writes itself. Each Monday new names arrive, Laura works down the list, and clients who come back move across on their own.
Sample clients shown.
One page that shows which clients came back, how many crews they booked, and the margin they brought in. Plus what your records have never shown in one place: margin by client, type of work, province and project manager, and how much of your sales is repeat business.
At day 30, we sit down with you both and look at it together.
You told us this is a relationship business. So the pilot is built around Laura and Rod, not around a robot.
A part time sales coordinator: about $2,000+ a month, every month. This is a 30 day pilot
"We had been burning hours on manual outreach with mediocre results. Within six weeks the system was generating better-qualified meetings than our SDR team ever did."
"Jacky built us a system that analyses every cold call our team makes, grades each rep's performance, and generates a coaching report with specific strengths and weaknesses. Every caller now gets actionable feedback on every call, our outreach quality has improved significantly, and it has run reliably for months."
"Working with Jack and his team has been a game changer for our business. Jack is incredibly diligent and takes the time to truly understand the depth of each project. The kind of tedious, repetitive work that used to eat up our team's time is now handled through AI solutions built with real precision. Things we thought would take months to automate, they made totally possible."
"The team at Rex did a great job understanding our needs for this project. They delivered on time and did any adjustments needed post delivery."
After lunch we scoped the full sales engine. Rather than ask you to commit to all of it, we pulled out the piece that brings money back fastest, so you can see it work before deciding anything bigger.
Not today. It comes after the pilot, only if the pilot pays.
Usually $3,200
$2,500 if you start by Fri 13 Nov. Half now, half only after your first client comes back.
All prices in CAD · Nothing monthly · Second half only after your first client comes back
of one crew of three from one past client is about $2,400 of margin. That is the whole pilot
within 60 days if two past clients come back for a month each, about $9,600 of margin on a $2,500 pilot
a year of margin from one client who books a crew every other week, kept instead of lost
Estimates, using the example rates in your process manual (about $10 an hour of margin). Low case: one client back for one week is about $1,200, half the pilot, and the guarantee covers the rest of the risk.
Counted from the day you share view only access to your Database, which takes a few minutes.
Start by Friday 13 Nov and you lock in $2,500 and four Monday lists before the holiday break. After that the pilot goes back to $3,200, and every quiet week is another week a past client books someone else.
Work starts once it's signed and the first half is in.