Free Revenue Report
Which customers stopped coming, what they were worth, and why. Then we bring them back and prove it.
- Example: 212 members with no visit in 60 days × $149 a month = $31,588 a month not coming in (illustrative math)
- Your Revenue Report counts your own: how many, and what they were worth. Free, no call needed.
- Results measured against a group we hold back (proposed for pilots)
1Tap your business. The demo starts, sound on.
What kind of business do you run?
How do your customers usually buy?
What is a typical first sale?
How often does a happy customer come back?
Example businesses and planning estimates. Then see it with your own customers.
Win them backRegulars who drifted, leads who went quiet, guests who left unhappy.
Keep them comingThank-yous, reviews and reasons to come back sooner.
Off your team's plateFollow-ups handled. Your people get the moments that need a person.
Step 2 · Your money
Five questions. Then see what's slipping away.
Type your numbers or move the sliders. Your best guess is fine. Then press See my number, and tap any line on the board to see exactly how it's counted.
2Answer five questions
Calls, forms, DMs, walk-ins and referrals. Everyone who reached out.
Everyone in your CRM who is not buying from you right now: people who asked and never bought, and customers who stopped coming. Your best guess is fine. The Revenue Report counts them for real.
$
What a new customer spends the first time.Drives no-shows, unhappy customers and happy regulars. More customers means more of each.
Change the planning rates
Sales slipping away each month, conservative estimate$0
Plus $0 a month more from happy customersPlus $0 a month in staff time backPlus $0 one time from old leads
Every line uses your five answers. The rates are conservative planning numbers, marked Assumption when they are ours and Research when a published study backs them. Tap any line to see which. These are sales dollars, not profit. Your free Revenue Report replaces every assumption with what your own CRM shows.
Your number is ready
Answer the five questions on the left, then press the button.
Step 3 · Speed
1,000 new leads come in at 9am. Watch what happens.
Left: your team calls every lead. Right: BehaviorProof texts every lead in your business's name within minutes, follows up on schedule, and books a call with your team for anyone who would rather talk.
Mon 9:00 AMPress Run it. Two weeks play out in about 20 seconds.
Your team, by phone 2 callers, 9 to 6 weekdays
0reached by phone
0still waiting for a first call
0hours your team has spent dialing so far
BehaviorProof, by text quiet hours 9pm to 8am
0in a conversation
0still waiting for a first text
0calls booked for your team
-for your team to call every lead once
-for BehaviorProof to text every lead
-hours of dialing, all callers combined
-"get back to me later" dates kept on time
8 in 10Americans say they generally don't answer calls from numbers they don't recognize.Pew Research Center, 2020
5 minutesLeads contacted within 5 minutes are far more likely to turn into a real conversation than leads reached 30 minutes later.Lead Response Management Study, MIT and InsideSales.com
Calls, when they want oneA text gets answered on their schedule. Anyone who wants to talk gets a call booked with your team, so a smaller call team only talks to people ready to talk.How BehaviorProof works
How this is modeled: your team makes 20 calls an hour per person, 9am to 6pm on weekdays, up to 3 tries per lead, with the pickup rate you chose. BehaviorProof texts at about 400 a minute, follows up on day 2, day 3 and day 8 with anyone who hasn't answered, and uses a planning reply rate of 45% across those texts. Most replies come in the first hours after each text, which is why the right side moves in bursts. Large lists can be paced over more time depending on your business's texting registration with the carriers.
Step 4 · Win them back
Three conversations your team never has time for.
The old lead, the callback someone asked for, and the customer who left unhappy and said nothing. Written in your voice, with your real prices and policies, booked straight onto your calendar, in whatever language your customer writes in.
Every place your customers reach you
Texts and your CRMNew leads, follow-ups, reminders, win-backs and thank-yous. The core of BehaviorProof.
Missed callsWith your phone system connected, anyone who calls and doesn't get through gets a text back within a minute.
Email inboxCustomer emails answered on a set schedule, in the same voice. Available as an add-on.
Social DMs and commentsInstagram and Facebook messages and comments answered on a set schedule. Available as an add-on.
We already run the email and social side for our own businesses every day.
Step 5 · Happy customers
Your happy customers are worth more than you are getting from them.
Winning people back is half of it. The other half is taking such good care of the people who already love you that they come back sooner, stay longer and tell their friends. We notice the moments that matter and act on them.
$0a month from happy customers coming back sooner
$0a month from referrals nobody was asking for
0new reviews a month, from the same ask after every visit
From your numbers on step 2: 3 in 100 happy customers coming back one extra time, 1 in 100 sending a friend, 1 in 20 leaving a review. Conservative planning rates.
5Play this conversation
A regular, delighted
The moments we never miss
6Tap the themes you would run
A plan we build with you every month
Each month we sit down with you, pick a theme and a special offer, and bring it to the right customers in a personal way. These are examples for your business.
Step 6 · Your rules
You set the limits. We handle the rest.
Real situations come up every day. For each one, you decide what we can do on our own and how far we can go, from a missed reservation to your best high-limit player having a bad night. We resolve it inside those lines. Anything outside them, like a refund, a billing question, a legal or safety issue, or a customer asking for a person, goes straight to your manager with the whole conversation. All of it comes off your team's plate.
7Set what we can do in each situation
Anything over a limit goes to your manager with the whole conversation and a suggested reply.
Decisions we make without asking
A person steps in only when
Quiet hours, no texts 9pm to 8am
Opt-outs and do-not-contact checked before anything is written
Who handles what, each month
Staff time back each month$0
Step 7 · Smarter every week
We get smarter every week, then we get out in front.
Every conversation is tied to what happened next: a booking, a sale, a return visit, a cancel. We keep the messages, times and offers that work and drop the ones that don't. Then we use what we learn for smarter marketing and to head off known problems before they reach your front desk.
ListenEvery reply, every channel
Texts plus your CRM and booking history, and email and DMs where you add them, remembered for each customer.
ActThe right next step
Answer, book, remind, win back, thank, or hand to a person. Inside your rules.
MeasureIn dollars
Which message booked, which offer sold, which follow-up saved a customer.
Get aheadTell you what to change
What people keep asking, when they ask, and what to change in marketing, staffing and signage.
Example insights for the business you picked. Yours come from your own conversations.
Your Monday report, a previewPlanning estimate per week, from your numbers on step 2. Your real report shows actual bookings and sales.
What you see, and when
Every conversation, live
Who we're talking to, what was said, and anything waiting on your team, as it happens.
A report every Monday
Bookings, sales and saved customers in dollars, what we learned, and what we suggest changing.
A planning call every month
We review the numbers with you and set next month's theme, offers and priorities.
Step 8 · After you say yes
You tell us your business. We bring the voice and take it off your plate.
Our voice is already set: warm, high-end customer service that reads people well and never sounds like a script. What we need from you is your business: what you sell, your deals and specials, and how you want hard moments and happy customers handled. You approve that playbook once. Then we run it.
Day 1
Tell us your business
A 20 minute setup form, or a 30 minute call: services and prices, deals and specials, hours, policies and your booking link.
You: 20 to 30 minutes.
Days 2 and 3
Approve your playbook
One page: what we do in each situation from step 6, how we treat happy customers, your review link, and who gets the FYIs. We test every kind of reply against it first.
You: read it once, approve or change it.
Week 1 to 3
Connect and go live
We start from your exports or set up read-only access to your CRM or booking system, and file your texting registration with the carriers, which usually takes 1 to 3 weeks. Then we go live, with hard stops on anything outside your rules.
You: nothing, unless something new comes up.
Every week after
Off your plate
Follow-ups, reminders, win-backs, thank-yous and review asks run every day. You get a short list of what needs a person, a report every Monday, and a planning call each month.
You: one monthly planning call.
Works with what you already use. Start from an export of any of these; live connections are set up per system
GoHighLevelHubSpotSalesforceCalendly and AcuityMindbody, Boulevard, VagaroOpenTable, SevenRooms, ResySquare and ToastGoogle and Outlook calendarsAnything with an export or an API
9Tap each thing you already have ready
What you approve, and what you don't
- ✓You approve: how we handle hard situations, how we delight happy customers, any offer or deal we can make, and anything new we haven't done before.
- ✓For the first two weeks, every message waits for a tap from your team. After that, each kind of message runs on its own once you've approved it unchanged enough times. Hard situations and new offers always come to you.
- →You can see every conversation, live, any time.
Ready to launch0 of 6
Step 9 · Your free Revenue Report
See it on your own customers, free.
The Revenue Report runs on what is already in your CRM. It shows who slipped, who is happy and ready to come back, and what each group is worth in dollars, and the first message to 20 of your real customers, by name, in your voice. Try it right here on your own export; it never leaves this browser. For the full report, answer a few numbers or authorize a read-only export.
10Pick your system
What we need from any system
date addedlast contact datestatus or stagelead sourcevalue, if you track ittags like no-show or lostnamesphone numbersemails
Crossed out means optional. The report works on dates and statuses alone.
Build your Revenue Report now
Drop a CSV export of your contacts or leads. It is read in this browser tab. You get your groups, the money at stake, and the first message to 20 of your real customers by name.
Your data stays yours
- Try it right here first. The report is built inside your browser. Your file is never uploaded or stored. The 20 drafts use only first names and visit timing, and only after you tick the box.
- Read-only. We look. We never write to your CRM or contact anyone during the report.
- Names optional. Phones and emails are only counted, to show who you can text today. They are never shown or kept.
- Never sold, never used to train AI models, and deleted on request.
- Your logins stay in a locked vault. Our AI uses the connection, it never sees your passwords or keys.
- Turn it off any time. A read-only connection is one switch in your own settings.
Built on Claude, by Anthropic
- Answers in seconds, day and night. A customer who texts at 9:40 PM hears back before they put the phone down.
- Your own sealed workspace. Your business runs separately from every other business we serve, with its own memory of your customers.
- Your limits are checked before anything sends. Consent, opt-outs, quiet hours and your dollar limits sit in front of every message.
- Grows with you, not your payroll. 100 customers or 100,000, same speed, no extra staff.
More than one location DEMONSTRATED
They quit one studio. They’re still paying at another.
Per-studio reports count every quiet member as lost. Read the whole member base and the picture changes: who left the group, what they were worth, and who simply moved. Run by the Revenue Report generator on invented test records for a 3-studio group.
Studio A974 members on file
396 lost259 gone · 137 moved
$43,370spent by the gone members
Studio B766 members on file
278 lost183 gone · 95 moved
$30,950spent by the gone members
Studio C571 members on file
196 lost117 gone · 79 moved
$18,300spent by the gone members
Cross-location drift311 members moved
Of 870 members that look lost studio by studio, 311 kept coming to another studio. 559 actually left the group. At a $149 monthly membership ASSUMPTION, that is $46,339 a month booked as lost that the group still collects.
- Studio A → Studio B72
- Studio A → Studio C65
- Studio B → Studio C56
- Studio C → Studio B44
- Studio B → Studio A39
- Studio C → Studio A35
Where to startStudio A
Lost the most: 259 members who had spent $43,370. Bringing back a share is worth $3,475 to $7,182 on one visit each at $149 ASSUMPTION.
Measured pilot PROPOSED Reach Studio A’s gone members, hold back about 1 in 5 as a comparison group, report the difference by location. Not running yet.
Your next step
Get your free Revenue Report. No call needed.
Two ways. Answer a few numbers and we build it from your numbers and our planning assumptions, each labeled. Or tell us in writing that you’d authorize a read-only export, and John sets up a secure transfer. Your customer data never goes through email or a message thread. John reviews every report before it reaches you.
- Revenue Report, freeWho stopped coming, what they were worth, and why. By location if you have more than one. Every number labeled.
- Measured pilot (proposed)If the report shows it’s worth acting on: one location, one goal, results compared against a group we hold back. Proposed, not yet running for outside businesses.
- Full systemFollow-ups, reminders, win-backs and thank-yous, every day. No long-term contract.