Revenue Leak Guardian
One managed money-moving workflow lane. We can operate it manually first, then automate the proven parts. You do not build or maintain the system.
Pick one
Choose the first revenue leak
Option A: Inbox Triage
3x daily (9am, 1pm, 5pm)
- Categorises each email: urgent, needs reply, informational, or spam
- Summarises urgent items in one line and flags them
- Drafts response suggestions for needs-reply items
- Notes subject line only for informational items
- Ignores spam
Good for: Teams with shared inboxes, busy founder inboxes, or too many enquiries and replies mixed with noise.
Option B: Follow-Up Tracker
Daily at 4pm
- Unanswered quotes and proposals
- Candidates, clients, customers, or prospects who haven't responded
- Clients or customers awaiting updates
- Invoices still pending
- Tasks assigned to someone else that have gone quiet
Good for: Businesses where good opportunities go quiet because nobody owns the chase.
Option C: Morning Briefing
Daily at 7am
- Pending follow-ups and tasks from yesterday
- Today's scheduled interviews, meetings, or deadlines
- Overnight emails or notifications needing attention
- Top priorities for the day
Good for: Founders and managers who want to start the day knowing exactly what matters without spending 20 minutes assembling it.
Included
What's included
Scale up
Add-on lanes
Additional lanes are scoped from the offer sheet
Each lane is an additional managed workflow from the options above or from the revenue leak workflow library.
Example: Inbox triage, quote follow-ups, and daily hotlists may become a Managed Ops scope rather than three separate small jobs.
Running 3+ lanes? The Automation Buildout tier may be more cost-effective.
FAQ
Questions about Revenue Leak Guardian
What if I haven't done an audit?
Can the agent send messages to my clients directly?
What channels does the agent deliver to?
What happens if the agent breaks?
Can I add more lanes later?
Ready to start?
Book a free scoping call. We'll be upfront about whether it makes sense for you.