Revenue Recovery Diagnostic — $1,500 fixed fee, written brief, 45-minute readout.

Remote kickoff & data intake

30-minute scoping call and a structured data-intake template so we work only from facts you’ve already captured — no speculation, no vendor-dashboard fog.

Workflow audit

End-to-end walk of the matter or AR lane: hand-off points, response-time breaks, documentation gaps, escalation timing, and recovery-stage attrition. Output becomes the spine of the written brief.

AR leakage map

Per-stage analysis of where dollars disappear before they hit write-off: measurable leakage by aging bucket, recovery-probability model mapped to your AR mix, and the three highest-yield interventions for your operation.

File-control gap log

Counsel-ready file inventory: what’s present, what’s missing, which exhibits your operation is consistently building against threshold evidence standards. Feeds directly into escalation preparation.

12-month roadmap

Quarterly milestones, a prioritized workflow-change sequence, and a measurable success definition that your team can run against — even if you don’t subsequently engage us for the pilot.

45-minute readout

Structured walkthrough of the written brief with your decision-makers. Question-and-answer on findings, recommended next scope, and immediate actions you can take regardless of engagement decision.

Revenue Recovery Diagnostic

Two-week scoped assessment

one-time · fixed fee · 14-day turnaround

• ✓ Remote kickoff & structured data intake
• ✓ Workflow audit against your live data
• ✓ AR leakage map + recovery-probability model
• ✓ File-control gap log
• ✓ 12-month quarterly roadmap
• ✓ Written brief & 45-minute readout
• ✓ Fee credited against subsequent pilot (30 days)

Included

• Observation and documentation of your current workflow
• Written recommendations backed by measurable findings
• A 12-month roadmap with quarterly milestones
• Live-data AR leakage map and recovery-probability model
• 45-minute readout session with your decision-makers

Not included

• Legal advice, regulatory opinions, or strategy (your counsel)
• Execution of recommended workflow changes (that is the pilot)
• Live recovery operations, calls, or customer contact
• Audit of third-party vendor contracts beyond observation
• Compliance certification against FDCPA, CFPB Reg F, HIPAA, or Florida F.S. 559/605 (we map relevant considerations; certification remains with licensed auditors and counsel)

Operators not ready for a pilot

You want a clear written picture of where your AR or workflow leaks before committing to a Paid Workflow Pilot. The $1,500 gets you a scoped answer and is credited if you choose to proceed.

AR portfolios that don’t qualify for the Qualified Net Recovery Pilot

The Qualified Net Recovery Pilot ($0 upfront, success fee only) is limited to approved AR portfolios. If yours doesn’t qualify, the Revenue Recovery Diagnostic becomes the scoped entry point — and the findings directly inform whether the Paid Workflow Pilot (from $2,500/mo) or a programme engagement is the right next step.

Finance leaders preparing a board case

You need a third-party written assessment with a financial roadmap before requesting budget approval. The diagnostic produces a document your CFO can attach to a board packet.