ENGAGEMENT BLUEPRINT · V4
Ninety days. Revenue Fixxa already wrote off.
Same ninety days. Same hours. The difference is deal architecture and one list nobody has asked for yet.
These totals assume a commission base that survives contact with Fixxa's real economics. See the take-rate question below — it is now the first thing to settle.
Every section of this document answers to this one. If a term, a deliverable or an hour of work doesn't show up here, it doesn't belong in the agreement.
Revenue he has already written off
Work that was priced, sent and abandoned. Fixxa paid for it once in estimator time and ad spend and got nothing. Its alternative isn't "revenue at normal cost of sale" — its alternative is zero.
A leak that stops permanently
The follow-up process outlives the engagement. If Fixxa quotes $4M a year and close rate lifts three points, that's $120,000 of extra contract value every year from a system built once.
His pipeline ranked, for the first time
Every quote scored by value, recency, geography and intent. Levi has never seen his own book sorted. He keeps that asset whether or not the engagement continues.
Fixed downside
The majority of the fee is performance-based and paid out of money that did not exist before. If nothing is recovered, Fixxa's exposure is the build fee alone.
Trade partners fed, without Fixxa selling
Every reactivated job is work routed to a sub through Fixxa's matching engine. Better sub retention, better fill rates, more reason for good subs to stay in the network — at no sales cost to Fixxa.
Fixxa Incorporated is a licensed general contractor (Lic #1140945) headquartered in San Luis Obispo, with a second office in Morro Bay. Fixxa has roughly $6M in quoted work that was never won and never followed up. ConfidentAI converts that dormant asset into signed contracts inside 90 days, and installs the follow-up process that stops the same leak on every new quote Fixxa issues from here forward.
getafixxa.com markets "all in-house W2 employees — not independent contractors." Levi has stated directly that Fixxa works with subcontractors, and described running a bid for eight doors in SLO through a customised AI matching engine that located candidate subs, offered them the bid, and routed it to the best fit.
Two things follow. The subcontractor control problem is live and unchanged — plan for it. And the gap between public positioning and operating model is worth knowing about quietly, because it shapes what can be said to a customer on a reactivation call.
If Fixxa routes jobs to subs, Fixxa's revenue on a job is a fee or spread, not construction gross margin. On a $10,000 job where the sub is paid $8,000, Fixxa keeps $2,000 — and a 10% commission on contract value is $1,000, or half of everything Fixxa made. No contractor signs that.
The same 10% against a self-performed job at 35% gross margin costs Fixxa under a third of gross profit, which is ordinary. The identical rate is either routine or fatal depending on a number not yet known.
Do not name a percentage before the take-rate is known. Ask what Fixxa keeps on a typical routed job, then price off that base — a share of Fixxa's fee, or a much lower percentage of contract value. The deal is unsignable otherwise, and naming 10% early makes it hard to move.
The eight-doors example carries a second signal: that is a small-ticket job, which nudges the pipeline toward the many-small shape. And a third: the matching engine implies bids may have been delivered by subs rather than Fixxa, so who holds the customer contact data becomes a live question about how complete the export will actually be.
Construction money arrives over months: deposit, progress draws, final on completion. If the percentage pays on collected revenue, $700k signed inside 90 days might only pay out $25–30k inside the window. Identical work, half the money, entirely because of one word. This term is worth more than every tool in the stack combined and it is the first thing to lock after the take-rate.
What Levi getsNothing changes for his cash flow — he pays out of contracts that are already executed and deposited. The term costs him timing, not money.The AI conversation is pre-won, so there's no education tax and no resistance to a systematised process. The pipeline almost certainly sits in structured systems, so a clean export inside week 1 is realistic. But fast automated quoting generates high volume, pushing the book toward many-small rather than few-large.
San Diego to Sacramento. The close mechanism for high-ticket work is an in-home walkthrough. Geography becomes a third triage axis: Central Coast core gets worked first, everything beyond is phone-and-virtual. Caveat — the city list may be SEO coverage, or it may be real because the matching engine can source a sub anywhere. Confirm which before sorting on it.
Fixxa's twelve service lines split into two populations. Assembly, general repairs, door sets and drywall patching are small-ticket and high-volume. Carpentry, concrete, HVAC, flooring and full electrical scopes are real construction at real ticket sizes. A $6M book across both is almost certainly a long tail with a much shorter head.
The list does not need to be all big jobs. Only the top slice does. If 150 quotes average $40k+, that head alone is $6M of gross exposure and the target needs roughly a 12% close rate against it — worked by hand, no automation required. Triage by value manufactures a high-value engagement inside a high-volume list, and the tail becomes a light-touch afterthought rather than the strategy.
What Levi getsHis estimators stop spreading effort evenly across a book where 80% of the value sits in 10% of the rows. That sorting is worth something on its own, permanently.| Risk | Detect by | Response |
|---|---|---|
| Take-rate makes 10% unviable | Meeting | Reprice off Fixxa's fee, not contract value. Settle before any number is named. |
| Subs hold the customer contact data | Day 2 | Export will be thin. Renegotiate scope — or make sub cooperation a Fixxa obligation. |
| Tail-heavy book, no substantial head | Day 3 | Shift mix to build fee, new quotes, retainer. Renegotiate before signing. |
| Contact data below 40% reachable | Day 2 | Reprice. The asset is smaller than advertised. |
| Stale pricing — old quotes can't be honoured | Day 1 | Agree a re-pricing rule before any call goes out. |
| Reach rate under 20% | Day 21 | Change channel. Phone-first, not email-first. |
| Subs won't run the appointments | Day 14 | James takes walkthroughs, or Fixxa assigns one closer. Contingency clause covers the commission either way. |
| Below 50% of target | Day 30 | Renegotiate scope and term openly. Extend to 120 days. |
None of this requires more hours, a bigger list, or a higher close rate. Seven are changes to the shape of the agreement. One is a question nobody has asked Levi yet — and it's the largest single lever in the engagement. Each one is paired with what Fixxa gains from it, because a term Levi can't see the upside in is a term that gets negotiated away.
The $6M is lost quotes. Fixxa also has a book of completed jobs — customers who already paid, already trust the outcome. Across twelve trades every past customer is a live prospect for a different service: the 2024 flooring customer is a fencing, painting and HVAC prospect today.
That list converts at multiples of a cold lost-quote list, and costs nothing extra to work — same scripts, same tracking, pointed at warmer contacts.
What Levi getsRepeat revenue from customers he already earned and has never re-marketed to, with no acquisition cost and no cannibalisation. It also feeds his sub network more work. Price it as its own line at 8–10% of whatever base the take-rate supports.Base rate up to $500k of recovered contract value, a step up above it.
What Levi getsThe higher rate costs him nothing at target — it only triggers on revenue above the number he's already agreed is a win, on work he'd written off entirely. He is buying harder effort in the back half of the term at no risk in the front half.$5,000 per month for months 1–3, fully recoverable against the dead-pipeline line. Not extra money — the same money, earlier, converting the riskiest line into predictable cash.
What Levi getsIt nets to zero for him at target, and a contractor understands a draw instinctively because it's how he pays his own estimators. It also buys him a partner who can afford to work the list full-time in weeks 1–4 rather than fitting it around other clients.As drafted, the new-quote line pays on quotes "closed using the process." That's an attribution argument waiting to happen, and attribution arguments are where commission agreements die.
Replace with: a percentage of all new-quote value executed during the term, above an agreed baseline close rate measured in week 1.
What Levi getsThe baseline is his protection — he never pays on business he'd have won anyway, and he only pays on measurable lift above his own current performance. He also gets a documented close rate he's probably never measured.$2,500 undervalues weekly reporting, dashboard maintenance and live process management. Twelve-month auto-renew with 30 days notice.
What Levi getsAn owned, maintained sales process for less than a third of what a junior salesperson costs — with no payroll, no ramp, and no risk of it walking out the door. For ConfidentAI it's $42,000 a year that outlives the engagement.Value × recency × geography is the plan. Add a fourth axis: engagement depth. A quote that was revised, or where the customer replied more than once, or where a site visit happened, signals dramatically higher intent than one emailed into silence.
What Levi getsFree to compute on day 3, and it lifts reach and close rate across every line at once — which means his subs get fed faster and his cash comes in sooner.Offer to score 200 rows at no charge, as the closing device. Guard rail: a sample, not the book, and no written methodology leaves the room.
What Levi getsProof before commitment. He sees exactly what he's buying, on his own data, before he signs anything — which is the reason it also gets the agreement signed faster, and slow signature is the biggest threat to the target.The plan reviews a shortfall at day 45. At day 45 there are 45 days left to fix it; at day 30 there are 60. Same information, a third more runway, no cost. Related: get a committed appointment-slots-per-week number into the agreement — if sub capacity is six walkthroughs a week, that caps closes no matter how good the list is.
What Levi getsAn earlier, honest read on whether this is working, with time left to change it — instead of finding out in month three that the quarter is gone.The architecture of the proposal document, not the proposal itself.
One page. Levi's problem in Levi's language, before any mention of method or price.
No recovery percentage appears anywhere in this section. Sell the process, not the projection.
| Deliverable | What it is | What Fixxa gains | Due |
|---|---|---|---|
| Ranked pipeline asset | The entire $6M book scored by value, recency, geography and intent, tiered hot/warm/cold. | A permanent map of where the money sits. Fixxa keeps it either way. | Day 3 |
| Pipeline read | One page: what the book is really worth, what's reachable, what's dead. | An honest valuation of an asset currently carried at zero. | Day 4 |
| Reactivation engine | Call, voicemail, email and SMS sequences plus an objection library from real recorded calls. | A repeatable script set his subs and staff can run without him. | Day 8 |
| Appointment system | Booking flow, qualification criteria, sub handoff protocol, no-show recovery. | Fewer wasted sub site visits; better-qualified walkthroughs. | Day 8 |
| Leak-stop process | The follow-up cadence applied to every new quote Fixxa issues. | The permanent asset. Compounds every year, on every quote. | Day 21 |
| Tracking dashboard | Live: quotes worked, conversations, appointments set and held, closes, rates vs plan. | Visibility he doesn't currently have into his own conversion. | Day 10 |
| Handover and training | Documented system plus team training. | Fixxa runs it without ConfidentAI. No lock-in, no dependency. | Day 85 |
At target, ConfidentAI earns around $107,000 and Fixxa signs comfortably north of $1M of contract value — dead pipeline, new quotes it would otherwise have leaked, and the past-customer book.
The argument Levi will run himself:
The dead pipeline is a one-time recovery. The leak-stop process is permanent. If Fixxa quotes $4M a year and the process lifts close rate three points, that's $120,000 of extra contract value every year, forever, from a system built once. Price the recovery, sell the system.
| Line | Structure | Timing |
|---|---|---|
| Build fee | $10,000 | 60% at signature, 40% on delivery of the ranked asset and reactivation engine (day 8) |
| Dead pipeline | Base rate to $500k, step-up above. Priced off Fixxa's retained fee if the sub model makes contract value the wrong base. | Invoiced weekly, net 7 from contract execution. $5,000/mo draw, recoverable. |
| Past customers | Separate line, separate list, same base logic | Same terms. |
| New quotes | Percentage of new-quote value executed during term, above the week-1 baseline close rate | Same. Lower rate — Fixxa sources the lead, ConfidentAI is paid for recovery, not acquisition. |
| Retainer | $3,500 per month from month 2 | Invoiced on the 1st, net 7. Twelve-month auto-renew, 30 days notice. |
The 60/40 build fee split is deliberate. Full payment at signature invites resistance on a number Levi can't yet evaluate; tying 40% to the ranked asset makes the back half easy to collect and signals confidence.
A quote written 14 months ago reflects 2025 costs, and under a sub model it reflects a specific sub's pricing that may no longer be available at all. Fixxa supplies a re-pricing rule up front: honour under a stated age, re-quote above it, or apply a fixed uplift. Without it the first ten appointments generate ill will instead of contracts.
What Levi getsNo customer is ever quoted a price a sub won't honour — which protects the Fixxa brand on every call made in its name.Move target signature to Friday 7 August or Monday 10 August. Every day below is relative to signature, so the plan survives a shift.
Week 1 is the whole engagement in miniature: data, triage, credibility, first touches. If week 1 slips to week 3, the target is already in trouble.
| Day | Action | Done when | Owner |
|---|---|---|---|
| 1 · Mon | Countersign. 30-minute kickoff. Confirm operating identity, routing rule, re-pricing rule, and which subs are in scope. Request both exports. | Access granted, export date fixed in writing | Joint |
| 2 · Tue | Data audit. Field completeness, dedupe, reachability. Identify how much contact data sits with subs rather than Fixxa. | Reachable percentage known — the day-10 trigger answered on day 2 | James |
| 3 · Wed | Triage and score on four axes: value, recency, geography, intent. Tier hot / warm / cold. | Ranked asset exists. Pipeline shape settled. | James |
| 4 · Thu | Deliver the one-page read. 20-minute review with Levi. | Levi has seen his pipeline ranked. The credibility moment. | Joint |
| 5 · Fri | Write top-25 scripts — call, voicemail, email, SMS. Stand up tracking. Week 1 gate review. | Scripts written, sheet live, gate cleared or escalated | James |
The point isn't volume. It's learning the actual objections in week 2 instead of guessing at them in week 6. Automating an untested script is the fastest available way to burn a $6M list.
| Day | Action | Done when | Owner |
|---|---|---|---|
| 6 · Mon | First 12 calls by hand, top of the hot tier. Log every objection verbatim. | 12 worked, objections in raw language | James |
| 7 · Tue | Next 13 calls. Second-touch on day-6 non-answers. | 25 worked. First appointments appearing. | James |
| 8 · Wed | Objection library v1. Revise scripts against real responses. Document the sub handoff. | Scripts v2 live, built on evidence not theory | James |
| 9 · Thu | First appointments held. Test the sub handoff on a live booking, end to end. | Handoff proven, or its failure mode identified | Joint |
| 10 · Fri | Week 2 metrics: reach, set and held rates vs plan. First re-forecast. Dashboard 1 to Levi. | Real rates replace assumed rates. Plan updated. | James |
The original plan schedules the new-quote process for day 35. That's roughly three weeks of leaked quotes too late — Fixxa runs paid acquisition today, so every week it isn't live, Fixxa pays to generate quotes that follow the same path into the graveyard. Spec it in week 2 off the same scripts being tested by hand; target live by day 21.
Reordered. The take-rate now leads, because it decides whether any percentage works at all.
And the close: "What does a win at 90 days look like to you?"