01Customer reactivation
Review eligible past customers and unconverted estimates. Group them by service need, create a relevant reason to reconnect and assign follow-up.
Example: HVAC: contact customers whose service is due. Roofing: follow up on estimates that stalled, after checking whether the work is still needed.
What we check: Track replies, appointments, completed jobs and contribution after outreach costs.
02Complementary partnerships
Identify businesses serving the same customer at a different point in the journey. Define an offer, responsibilities, introduction process and a small pilot.
Example: A roofer and a gutter company can coordinate a useful handoff. A plumber and a restoration firm can define when a customer needs both services.
What we check: Measure qualified introductions and fulfilled work. Vet service quality before associating your reputation with a partner.
03Tollgate arrangements
Map the gap between a business with an audience and a provider with a suitable service. Structure the introduction, tracking, fulfillment and permitted compensation before testing.
Example: A home-service business may identify a customer need outside its scope and arrange an introduction to a vetted provider. The customer remains free to choose.
What we check: Define who pays whom, what counts as a completed sale, how refunds are handled and how results are checked. Compensation is used only where permitted.
04Useful next purchases
Review what customers naturally need before or after your core service. Offer a relevant additional service or vetted partner solution without unnecessary pressure.
Example: An electrician can offer an appropriate follow-up inspection. An HVAC company can explain a maintenance plan with clear terms.
What we check: Track take-up, retention, service costs and gross margin. A higher ticket is only useful if it creates value and remains profitable.
05Surplus and spare capacity
Review usable surplus stock, discontinued items and genuinely available service slots. Define an honest offer, disclose condition and check margin before discounting.
Example: A contractor may offer suitable surplus materials with condition and warranty clearly stated. A planned off-peak offer may fill capacity that would otherwise sit idle.
What we check: This is a scratch-and-dent style application, not a reason to sell unsafe equipment or invent scarcity. Check whether the offer displaces full-price work.
06Repeatable assets
Identify a documented process, training resource or business asset that another company could use. Review ownership, demand, support requirements and licensing fit.
Example: An established service company may have a useful staff-training resource or operating process that could be offered to other businesses if it owns the rights.
What we check: Pilot demand first. Licensing is selective and requires suitable agreements; not every process is an asset someone will pay to use.