Stop Replacing the Customers You're Losing | Automate
The Leaky Bucket · A sales trends study

Stop replacing the
customers
you're losing.

Three commercial roofing companies made the same money two years in a row. They lost 149 customers doing it.

400Customers studied
$6MOf service work
2 yearsOf invoices
What we found

Half of last year's work walked out the door.

149
Customers quit

Out of 400. They spent money one year and nothing the next.

$3.06M
Walked out the door

Half of last year's service money. New work filled the hole.

2.5×
Worse than quitting

Customers who stayed but spent less cost 2.5 times more. Nothing flags them.

17×
The one fix

Customers you bill ten times a year stay 10× longer and spend 17× more.

Who came back

Four invoices a year is where they start coming back.

We sorted every customer by how many times you invoiced them last year, then checked who came back. Below four, most don't. At four it flips. At ten or more, almost all of them stay.

Bill a customer once and seven out of ten never come back.

Invoices last yearCame back
1 invoice130 customers
28%
2 to 3140 customers
48%
4 to 963 customers
73%
10 or more34 customers
94%
367 accounts with a full year of history on both sides
The treadmill

365 days.
$100K investment.
20 more customers.
It doesn't work.

Customers lost149
New customers won169
Net gain+20
A year of cold calls, roof walks and proposals to end up twenty customers ahead.
The quiet ones

The bigger leak you never see.

Everybody counts the customers who quit. Nobody counts the ones who stayed and cut way back. They still take your calls. They still look active in the system. They cost more than the quitters.

14.6%
36.5%
48.9%
Quit for good$874,443
Stayed, spent less$2,188,361
Held steady
The real problem

You do not have a sales problem.

You have a follow-up problem. Once the invoice goes out, nobody owns the customer. Nobody owns the next opportunity.

40
Clients one sales rep can stay in front of
vs
400
Clients in the average book

No rep can manage a book above 40 clients. It is not laziness. It is math.

Automate

Four engines that do the remembering for you.

Each one runs two ways: at the people you want as customers, and at the ones you already have. Everything goes out under your name, in your voice, in your market.

Pre-storm

The last voice in their ear before the rain hits.

Every morning it checks the weather against every building on your list and only reaches the ones with something coming.

Post-storm

The first voice when water shows up in the building.

Next morning, a voicemail in your own voice. Their usual guy is not calling. You are, before anybody has found the leak.

21-day run

What runs on the dry days.

Eight touches over three weeks, by phone, email and text. This is what moves a once-a-year customer to four times a year.

Buildings nearby

Every job turns into twenty doors.

Every job on the schedule pulls the twenty commercial buildings around it and finds the right person to call. About fifty a day in a busy market.

Nobody gets pestered.

No customer hears from you more than once every 21 days, no matter how many reasons the system has to reach them.

Nothing lands on a rep's calendar.

One dashboard tells you what went out. Your team answers whoever writes back. That is the whole job.

They are not leaving because your work is bad.

They are leaving because they forgot you exist. Almost none of those 149 fired anybody. They drifted, and nobody noticed until the invoices stopped.

Automate is what notices.

Six months to start, then month to month. All four engines, both directions.

Company names have been left out. Every figure comes straight off service invoices at three commercial roofing companies, customer by customer, over two years back to back.

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