How It Works
We turn an audit into an accountable recovery workflow.
Channel Valve is not another tool to buy and it is not a pile of disconnected automations. We audit the leak, configure the response workflow around your business, launch it with clear ownership, and keep it accountable over time.
Revenue Leak Audit
Last 30 days · Sample HVAC company
Recoverable pipeline
$42,800
Illustrative example
Replacement quote
May 28 · Estimate sent
Old web lead
Jun 1 · 11:03 AM
No-cool call
Jun 4 · 8:42 PM
Where revenue leaks
The job is usually lost between the signal and the next step.
Estimate
quote goes stale
Phone
missed call or voicemail
Form
website inquiry waits
After-hours
night/weekend demand
Channel Valve workflow
What gets installed
Week one turns the audit into visible office workflow.
The credibility comes from clear deliverables, clear handoffs, and a review loop your team can actually run.
Leak map
Map where calls, forms, texts, ads, and estimates enter the business and where they stall.
Output: Revenue leak map and priority list
Recovery rules
Define first-response, callback, routing, and follow-up rules around the current office workflow.
Output: Missed-call, after-hours, and speed-to-lead rules
Handoff queues
Create visible queues for missed calls, urgent requests, unworked forms, and stale estimates.
Output: Office-ready handoff queues
Review loop
Set the weekly review rhythm so recovered opportunities stay visible and accountable.
Output: Weekly recovery review checklist
The install sequence
Clear steps, clear ownership, no mystery implementation.
Audit the leak
We map where inbound demand enters the business, where response slows down, and which missed opportunities are worth fixing first.
Install the recovery workflow
We configure the response, routing, and follow-up motions around your current phone flow, CRM, forms, and office process.
Launch with clear ownership
Your team knows what the workflow handles, what still needs a human, and how urgent leads move through the business.
Monitor and tighten weekly
We review what got captured, where leads still stalled, and what needs adjusting so the workflow keeps improving over time.
What the audit covers
- Where calls, forms, and text inquiries enter the business
- Where response time currently breaks down
- Which follow-up gaps are costing the most revenue
- What can be improved inside the tools you already use
What implementation includes
- Rules for missed calls, after-hours demand, and new inquiries
- Routing and ownership logic for office staff and dispatch
- Follow-up structure for new leads and stale opportunities
- Review loops so the workflow stays accountable after launch
Sample audit takeaway
See where revenue is leaking. Then fix it.
Book a Reactivation Audit or start by reviewing the sample audit path. For stale-lead reactivation, you can start performance-based: pay when recovered opportunities become booked jobs.