After-hours missed calls
A homeowner gets voicemail, then calls the next company.
Plumbing · HVAC · electrical · roofing · restoration · remodeling
Turn missed calls and forgotten estimates into a second chance to book.
Harborline installs and manages the follow-up system for you, so a busy technician, ringing phone, or crowded inbox does not automatically send a valuable job to the next contractor.
Done-for-you setupMonth-to-monthNo sales call required
Where jobs disappear
Most lead leaks are ordinary, expensive, and fixable.
The audit looks at real customer handoffs, not vague marketing theory.
Estimates go quiet
A strong prospect receives one reply but no structured next step.
Web inquiries wait
A request sits in an inbox while urgency fades.
Old estimates are forgotten
Past prospects who were not ready then are never revisited.
Maintenance opportunities vanish
Repeat and seasonal work depends on memory.
Reviews happen by luck
Happy customers are not consistently invited to leave an honest review.
See the deliverable first
Know exactly what a Harborline audit looks like before you say yes.
The sample shows the level of detail a real audit can provide: priority findings, practical fixes, customer-journey examples, conservative value modeling, and a clear implementation plan.
- Three prioritized lead-recovery opportunities
- Before-and-after customer journeys
- Sample messages and implementation steps
- Conservative estimates, never guaranteed revenue claims
The sample business and figures are fictional. A real audit uses the client's actual customer journey, systems, and available data.
Why Harborline
You get the system and a human guide.
Harborline gives the whole team a secure lead-recovery workspace, then makes setup, safety, and reporting understandable.
Done-for-you and focused
- Private workspace and guided setup
- Owner plus up to 50 individual staff accounts
- One human point of contact
- Automatic two-week and monthly reporting
- Built around missed calls and unbooked jobs
Flexible, but self-managed
- You configure the workflows
- You design and police every workflow yourself
- You troubleshoot integrations
- Support may be queue-based
Broader, often heavier
- Wider marketing scope
- More meetings and reporting layers
- Pricing may reflect a larger engagement
- Lead recovery may be one piece of the retainer
Service models vary. The point is fit: Harborline is built for owners who want a focused system managed for them.
How implementation actually works
The client keeps control. Harborline handles the build.
Harborline performs the technical implementation. Clients keep ownership of their accounts, but timely role-based access to every system in the approved workflow is required.
Map the current lead path
We document how calls, forms, estimates, bookings, and customer follow-up work today.
Provide required, revocable access
The client invites Harborline as a separate user or manager with the permissions needed to configure, test, monitor, and report. Harborline does not offer a client-performed setup alternative.
Approve every customer message
Nothing customer-facing is activated until the business approves the wording, timing, and escalation rules.
Launch, test, and report
We test the handoffs, monitor the workflow, and report contacts, replies, staff follow-up, bookings, and confirmed or estimated value.
Systems that may require access
Phone/call tracking, CRM, website forms, booking, business email, texting, and review tools included in the approved scope.
Information required before launch
Operating hours, services, callback ownership, business rules, approved messages, lead volume, typical completed job revenue, and known consent restrictions.
If statistics are unavailable
The client must allow Harborline to establish a 30-day baseline from the approved connected systems.
The client retains ownership of its phone number, accounts, billing, and customer data. Required access may be revoked after service ends; removing it during service can pause implementation or management.
Run the numbers
A single recovered service call may pay for months of Harborline.
Use a conservative estimate based on your own call volume, close rate, and typical completed job revenue.
Illustration only. Actual performance is not guaranteed and depends on demand, lead quality, staff response, pricing, consent, and customer behavior.
Simple pricing
Low enough to test. Useful enough to measure.
The first three businesses receive a 60-day pilot. Normal pricing stays deliberately lean.
Founding Client Pilot3 spots
First 60 days
Setup
$99 one-time
Management
$99 / month
- Private Practice Mode workspace
- Owner plus up to 50 staff accounts
- Core missed-call or inquiry workflow
- Unbooked-estimate follow-up
- Unified inbox and automatic reporting
- Guided founding-client setup
Month-to-monthNo long contractCancel anytime
Start Founding Client setupRequest a free audit firstContinuing service becomes $149/month after 60 days. No second setup fee.
Normal Starter PlanOngoing
Lead Recovery Essentials
Setup
$149 one-time
Management
$149 / month
- Private Practice Mode workspace
- Subscription-gated Live Mode
- Owner plus up to 50 individual staff accounts
- Missed-call and estimate follow-up
- Unified inbox and staff assignments
- Automatic booking and revenue reports
- Security and device controls
- Guided setup and human support
Month-to-month50 staff accounts plus ownerClient-approved messaging
Start HarborlineRequest a free audit firstOne location and one primary lead path. Outside software, phone, texting, or unusual usage costs are disclosed and approved first.
Easy on the client
Your job is to approve the plan, not become the technician.
Answer a short questionnaire
Tell us how calls, estimates, and web leads are handled today.
Approve the messages
You see customer wording and costs before anything goes live.
Let Harborline build it
We configure and test the focused system within the approved scope.
Open the report Harborline sends
Two-week and monthly results arrive automatically. No spreadsheet assembly or deadline tracking.
Before setup
Common implementation questions
Who makes the actual callback?
Your team or existing answering provider makes the human callback. Harborline configures the acknowledgement, internal alert, lead record, and reminders unless a separate answering solution is approved.
Do we have to share passwords?
Role-based access is required for systems included in the approved scope. The preferred method is a separate user or manager invitation, not a shared master password. If a platform cannot provide usable access, Harborline may require an approved replacement or add-on before the workflow can be implemented.
What if our numbers are messy?
Provide reasonable estimates when available. If reliable figures do not exist, the client must allow Harborline to establish a 30-day baseline from the approved connected systems.
Free written Lead Leak Audit
See the three follow-up gaps Harborline would fix first.
Complete the short request. Harborline replies in writing. No sales call is required and there is no obligation to purchase.
This short form is all we need for the free audit.The Implementation Setup form is only for businesses that want Harborline to build and manage the system.
1.3–5 minute process snapshot
2.Public contact-path review
3.Three evidence-based findings