Home  /  Tools  /  Where's the Gold

Paid review · Written report from Mike

Find the revenue already sitting in your list.

Your past customers already know you. Where's the Gold reads your customer database and shows who is worth calling first, who has gone quiet, and what each group could be worth.

We start with a data check, under a signed non-disclosure agreement. We tell you plainly whether your data can support reliable answers.

Sample: a 4,200 record customer list

Where the revenue sits, from first call to last

ActiveServed in the last 12 months
1,150
Lapsed 12 to 24 monthsCall first
980
Lapsed over 24 monthsWorth one careful offer
1,340
Maintenance dueRepeat work waiting
410
Not worth chasingDuplicates, no contact info
320
$284K estimated revenue in reachSample numbers for illustration only

What the report looks like

Plain answers from your own numbers.

You get a written report built from your own records. This is a sample with made-up numbers, so you can see the layout and the kind of answers it gives.

What you get

  • A map of your list: active, lapsed, repeat ready, and not worth chasing
  • Revenue in reach for each group, using your own average ticket and close rate
  • The three groups to market to first, and the offer that fits each one
  • A data quality scorecard: duplicates, missing contact details, and stale records
  • A 30 minute review call to walk through the findings

What we need from you

  • The complete customer export from your software, such as ServiceTitan, Housecall Pro, Jobber, or QuickBooks
  • For each record, the last service date, job type, invoice total, and ZIP code if you have them
  • Names and contact details help us spot duplicates, but we can work from a version with those removed

Best for owners with at least a few years of customer history and no steady plan for winning those customers back.

How it works

Three steps, and the data check comes first.

Most databases have gaps. A report built on bad data gives bad advice, so we check your data first, under a signed non-disclosure agreement.

1

Request a data check

Tell us what software you use and how big your list is. We reply within one business day.

2

NDA, then your full export

We sign a non-disclosure agreement first. Then you send your complete export. We check how complete and clean it is, and tell you plainly what the results can and cannot support.

3

Quote, then report

If your data is ready, we quote the report and build it. If it is not, we show you what to fix first. We discuss pricing by phone.

The data check

Every list lands in one of three places.

You will know which one before you commit to anything.

Ready

Your records are complete enough for reliable answers. We quote the report and get to work.

Fix these first

The list can work after a few repairs, such as missing dates or duplicate records. We list exactly what to fix.

Not ready yet

Too much is missing for the answers to hold up. We say so, and show you how to start collecting what you need.

Pricing

Priced by the size of your database.

A bigger database takes more work to clean and review. We discuss pricing, including the data check, by phone, so the quote matches your data.

Tier 1

Smaller lists

Up to about 2,000 records.

Tier 2

Mid size lists

About 2,000 to 10,000 records.

Tier 3

Large lists

More than 10,000 records.

Not sure where you land? Choose "Not sure" on the form and we will tell you.

Start here

Request a data check.

Tell us about your business and your data. We reply within one business day to set up a call.

  • We sign a non-disclosure agreement before you send any data
  • We tell you plainly if your data is not ready
  • We discuss pricing by phone

Also curious about Where's My Patch?

Request a data check

Or call us at 208-248-1498.

Your information stays with TopPage. We never sell or share it.

Also available

Where's My Patch

See where your best jobs actually come from, so your marketing and routing go to the ground that pays.

See Where's My Patch

Rather talk it through?

Bring your questions. We will bring a straight answer.

Book a conversation about your data and what a review could do for your business, whether or not you ever hire us.