StoneGate AI diagnoses intake gaps, missed follow-up, stale leads, open estimates, appointment recovery, reviews, and owner reporting, then builds AI-assisted workflows to catch the money already in motion.
The Workflow
Calls, forms, DMs, and referrals scatter across tools. The customer waits while the owner assumes someone else handled it.
The quote was sent, but follow-up depends on memory. There is no cadence, no objection tracking, and no escalation rule.
Old inquiries, lost reasons, and stale opportunities sit untouched because nobody has a recovery queue.
Sales, dispatch, field, admin, and billing do not share a visible status. Customers ask for updates because the workflow is not speaking.
Invoices, documents, claims, and payment reminders age out because the team avoids awkward manual follow-up.
There is no maintenance reminder, referral ask, review request, or seasonal reactivation system watching the customer list.
Revenue Recovery Calculator
Use conservative assumptions. The audit replaces guesses with a real workflow map, evidence review, and implementation order.
Calls, forms, chats, referrals, and repeat customers asking for help.
What one normal completed job is worth before expenses.
People who called, asked, got an estimate, or owed money, but never got the right next step.
The part of that lost money that can realistically come back with better follow-up and workflow ownership.
Money likely slipping away each month
$0Conservative model using ~103 leaking opportunities each month
Money at risk each year
$0The audit checks the real proof: leads, estimates, customer lists, unpaid invoices, reviews, and owner bottlenecks.
Money you may be able to win back
$0Modeled from your selected win-back assumption
Start with the fit check, then we map the workflow that costs you the most.
Before You Commit
"Why start with a paid audit?"
Because the leak map, assumptions, and implementation order should be useful even if you do not continue. If you move forward within the approval window, the audit can credit toward implementation.
"What if we already have tools?"
Most operators have tools. The question is whether the tools are wired to a next step, owner, trigger, follow-up cadence, visible status, escalation path, and measurement.
"How do you prove what changed?"
Monthly work is tied to response time, follow-up completion, booked opportunities, AR movement, attribution confidence, and owner-visible reporting.
"Is this just a chatbot or phone bot?"
No. Voice answering can be one workflow. The business is workflow leak diagnosis plus implementation across intake, follow-up, CRM, admin, billing, reviews, retention, and reporting.
The Recovery System
StoneGate does not sell one bot and call it done. The build depends on the leak map and the workflows your business actually needs.
Calls, forms, chats, and referrals get captured, qualified, routed, and owned. Voice answering is one workflow, not the whole offer.
Old inquiries, stalled conversations, and unqualified leads move into measured second-attempt sequences instead of sitting untouched.
Customer lists become repeat-service, maintenance, review, referral, and win-back workflows.
New inquiries are routed through response-time rules and escalation paths so high-intent demand does not age out.
Open estimates and unsold proposals get a cadence, objection tracking, and ownership before they die quietly.
No-shows, cancellations, incomplete documentation, billing reminders, and review asks stop depending on memory.
Offer Ladder
The AI Revenue Leak Audit maps the leaks first. Then the owner chooses the right continuation path: Recovery for one urgent workflow, Growth for the main money-touching operating layer, or Partner for the full embedded system.
Audit Comes First
The AI Revenue Leak Audit is $1,500. If the client starts implementation within the approved window, the audit is credited toward month one.
For owners who want to prove StoneGate on one painful workflow category before expanding.
Common first picks: Sales, Billing/AR, or one urgent intake category.
For owners ready to automate the workflows that touch money across the business.
Most common stacks: Sales + Billing + Retention, or Sales + Operations + Reviews.
For owners who want StoneGate embedded across the whole operating system, not acting like a vendor.
Best fit when the owner wants freedom from being the manual operating system.
The Process
Confirm fit, gather context, and choose the workflows that touch money.
Review intake, sales, service, billing, retention, reviews, and reporting.
Rank leaks by value, evidence, urgency, data readiness, and speed to fix.
Recommend Recovery, Growth, Partner, or no-build based on the map.
Build approved systems with fallback routing, escalation, and owner review.
Proof Before Promises
Until client outcomes are approved for public use, trust comes from methodology, sample deliverables, framework clarity, conservative math, and founder accountability.
Audit Proof
You get a written leak map and implementation order before monthly scope.
Method Proof
Sales, lead generation, operations, delivery, AR, retention, reviews, HR, compliance, vendors, reporting, and owner-only work.
Fit Proof
Best fit is service businesses with enough lead flow, open estimates, AR, and repeat revenue to justify the fix.
Boundary Proof
StoneGate builds practical workflows, not hype, fake case studies, or vague tool recommendations.
Built For Your Industry
The strongest first lanes are high-value service categories where intake, follow-up, documentation, reviews, and owner visibility move real money.
Two founders in Fort Lauderdale who pick up when you call.
Co-Founder & Head of Growth
Raul leads offer strategy, sales pressure-testing, and operator-facing diagnosis. His role is making sure the audit finds problems a business owner actually feels in revenue, time, cash flow, and execution.
Co-Founder & AI Architect
Henry leads the technical architecture behind StoneGate's workflow systems: intake logic, routing rules, CRM handoffs, reporting layers, and production QA that a real operator can trust.
StoneGate is built for owners who already have demand, staff, tools, and customer pressure, but still lose money because execution depends on manual follow-up and scattered systems.
The monthly relationship exists to keep intake, follow-up, CRM, admin, reporting, and recovery workflows improving after the audit. The point is visible execution, not another unused platform.
AI Revenue Leak Audit
The audit keeps the engagement fit-first: map the workflow leaks, rank the highest-value fixes, and choose the right Recovery, Growth, Partner, or no-build path before implementation starts.
