Quotes aging without follow-up
38 of 119 open quotes past 30 days
A Grovistra companyYou built something real.
You built something real.
Let’s make sure you’re keeping all of it.
Most tools stop the moment a job is booked. We keep reading — through the invoice, all the way to the money that actually landed in your account.
The free check gives you an estimate from three numbers you already know. A full diagnostic replaces every estimate with a figure from your own records.
Every business has a few of these, and none of them are anyone’s fault: an enquiry that waited a day too long, a quote that never got a second call, a good customer who simply drifted. Your own records already know. We read them, put a number on each one, and show you the arithmetic so you can check our work.
For B2B and service companies of any size. Nothing to install, nothing to migrate, and nothing about the way you already work has to change.
We would rather say nothing than say something we cannot show you.
We are new, and we are not going to paper over that with borrowed logos or a customer count. What we can show you is how the number is made — and the rules the engine keeps whether or not anyone is watching.
It refuses rather than guesses
The important oneUnder thirty rows a detector will not make a claim. It tells you it declined and why, instead of handing you a number it cannot stand behind. On the sample report that was 22 records set aside, under the 30-row floor.
Every figure traces to a row you sent
AlwaysNo estimate is assembled from averages or from what similar businesses tend to do. If a number is on your report, there are records behind it, and you can go and look at them.
The arithmetic is printed beside it
Always38 × $3,420 × 0.34 × 0.38 = $16,500/mo. Every finding shows its working like that, so you can check it, argue with it, or hand it to your accountant.
You are measured against your own history
AlwaysNever against a pooled benchmark from other companies. Your quiet January is compared with your own busy October, not with an industry average that has never met your business.
It reads. It never writes
By designLoupe holds no credentials to your systems and cannot change anything in them. You send exports; nothing reaches back the other way. There is no setting that turns that on.
The figures above are from the sample report — 1,832 records read, 4 open findings, all demo records. See the sample report →
Five exports go in. A ranked list of what to chase comes out.
What you send
Leads, quotes, jobs, invoices, calls — five exports from the tools you already use. Nothing to install, nothing plugged into your systems.
What we do with it
Every row gets read. The ones that stopped moving — the enquiry nobody called back, the quote gone quiet, the invoice still unpaid — get set aside and costed.
What you get back
One list, biggest number first, with the arithmetic printed beside each line. If we can't show you the working, it doesn't go on the list.
38 of 119 open quotes past 30 days
38 × $3,420 × 0.34 × 0.38 = $16,500/mo
What we readWe open the stack
We open the stack
and read every row.
Your records already hold the answer. We open the stack, read every row, and set aside the ones that stopped moving — with the arithmetic beside each so you can check it.
- Five exports are read: leads, quotes, jobs, invoices and calls.
- Rows that stopped moving are set aside — for example three quotes sent with no follow-up for 34, 41 and 52 days.
- Each one is costed from your own records, with the arithmetic shown.
Oldest lead waiting on a call back2h 47m 00s
#1 · Leads wait 2h 47m for a first call back
~$22K
at stake / mo
#2 · 31 quotes older than two weeks, never chased
~$16K
at stake / mo
#3 · Customers who stopped calling and nobody noticed
~$13K
at stake / mo
164 slow leads × 29 pt booking gap × 93% completion × $1,399 avg ticket × 35% recoverable = ~$21,700/mo
Every finding opens to its own arithmetic, and every term opens to the records behind it. Software does the calculation; AI only explains it.
Recovered, measured
+$18.4K/mo
Found since January
$64.2K
Instant lead routing + 5-min reply+$11,200/mo
Weekend answering cover+$4,300/mo
Quote follow-up sequence+$2,900/mo
CRM export240 leads · 120 quotes
ImportedAccounting export148 invoices
ImportedJob records136 jobs
ImportedCall logOptional
Not yetExample report · demo data. Every figure in your own report is computed from the records you upload, with the arithmetic shown line by line.
Who this is for
If any of this sounds like your week, you’re in good company — and there’s money in it.
Loupe reads the records you already keep. It does not care what industry you are in — only that you take enquiries, send proposals, and have customers who come back.
Enquiries arrive faster than anyone can answer them
Some get called back in minutes, some wait until tomorrow, and that is normal in a busy week. What is usually missing is a measure of which is which — and what the difference is worth.
Proposals go out and then go quiet
You know roughly what went out. Harder to know at a glance is how many are still live, how many have quietly gone cold, and what that pile adds up to this month.
Good customers stop calling and nobody notices
Nobody ever tells you they have stopped. They simply go quiet, and the gap tends to show up a year later — which is exactly the kind of thing a record can catch early.
These are the three leaks the free check estimates — and the three a paid diagnostic measures against your own records, to the dollar.
See what you’re
quietly losing.
Free · about 30 seconds · no signup