Your next sales opportunity could already be in your CRM.
Stalled deals. Forgotten follow-ups. Past customers. The Resurface team analyzes your CRM exports, reviews the findings, and gives your sales team a prioritized plan for where to focus next.
For founder-led B2B and services firms.
15 minutes to review your pipeline gaps, see a sample report, and discuss fit.
See what your team could be overlooking.
Follow a sample diagnostic from overlooked records to specific sales actions—and a 30-day plan.
Know where to focus. Know what to do next.
Reviewed priorities, supporting records, and a practical 30-day action plan.
Align leadership on where to focus.
An analyst-reviewed brief with the executive summary, prioritized findings, recovery scenarios with the formula shown, and the limits of the data. Download it as a PDF.
Fictional sample data Actual product view.
Your next deal could be hiding in plain sight.
You paid to start these conversations. The Resurface team digs through your CRM exports to find the records worth revisiting—and gives your team a practical plan for what to do next.
Stalled deals
The proposal went quiet.
Find open opportunities that need an owner, a decision, and a clear next step.
Closed-lost opportunities
The timing wasn’t right.
Review the original reason, check what has changed, and decide whether to reopen the conversation.
Dormant customers
The relationship went cold.
Find past customers your team should review for a relevant check-in or a new conversation.
Unowned records
Nobody owned the next move.
Bring overlooked leads and deals back into view so your team can assign responsibility.
More leads aren’t your only source of opportunity. Start with what you already have.
An expert-led diagnostic from the Resurface team.
You bring the exports. We find where to focus.
Resurface is an analyst-led CRM pipeline recovery diagnostic for founder-led B2B and services firms. It uses contact and deal exports to identify records worth reviewing and delivers an executive brief, supporting records, and a 30-day action plan.
Provide your contact and deal exports
SalesforceHubSpotOther CRMsStart with contact and deal CSV exports from your CRM. Illustrative CRM export.
Resurface analyzes the records and reviews the findings
Structured checks run on your exports. A Resurface analyst reviews every finding and its supporting records before anything is released to you.
Receive priorities, evidence and a 30-day plan
- Executive brief
- Private findings portal
- Downloadable 30-day action list
CSV-based diagnostic. No direct CRM connection required. Exports must include the fields needed for the selected checks.
Your CRM stores the history. We help your team decide what deserves another conversation.
Resurface applies structured checks to your exported records, connects every finding to the records behind it, and adds analyst review and a recommended next step.
Checks that identify potential opportunities
Defined rules run against your records. Counts, dates and estimates are calculated in code, not written by AI.
Explanations grounded in the available data
AI writes plain-language explanations and recommendations. Any figure it cites is checked against the calculated results.
Analyst review before findings are released
An analyst reviews every finding before it reaches you. Each one links to the records behind it.
Oakhurst Industries – GM Search
- Stage
- Proposal Sent
- Amount
- $124,700
- Owner
- Tom Delgado
- Last activity
- Jun 8, 2026
It is an open deal at Proposal Sent with no logged activity for 109 days at the time of the analysis. The stalled-opportunity check flags open deals inactive for more than 60 days.
Ask the owner to confirm whether the proposal is still live. If it is, agree on a dated follow-up. If not, update the stage so the forecast reflects reality.
A flagged record is a reason to review, not a prediction that it will close. Recovery estimates are not revenue, and historical customer revenue is reported separately and never counted as open pipeline.
What could another conversation be worth?
A few overlooked deals can represent meaningful pipeline. Explore a scenario using your own numbers—then let the Resurface team investigate the records.
Include stalled or closed-lost deals you want to consider.
Use your typical deal value in US dollars.
Choose a hypothetical share of those deals to reopen—not a predicted recovery rate.
Defaults are illustrative examples, not industry benchmarks. Change them to explore your scenario.
If 5 of those conversations reopened…
$125,000
in illustrative pipeline to revisit.
100 deals × $25,000 average value × 5% scenario = $125,000
This is a hypothetical scenario based on your inputs. It is not a diagnostic result, expected revenue, or a prediction that any deal will reopen or close.
The estimate shows the possibility. Resurface investigates the records.
Our team reviews your CRM exports to identify which records deserve another look, explain the evidence, and give your sales team a practical plan.
Book a 15-minute diagnostic call.
Delivered in five days.
The paid diagnostic is separate from the 15-minute call. You decide on the call whether it’s a fit.
- Analyst-reviewed findings, each linked to its records
- Executive report with conservative, expected and optimistic estimates and the formula shown
- A practical 30-day action plan
“If we surface less than $50,000 in conservative recoverable pipeline, you don’t pay.”
This refers to the conservative estimate in your report, not to closed sales or cash recovered. Full terms are confirmed when you book.
Book My Diagnostic Call15 minutes to review your pipeline gaps, see a sample report, and discuss fit. The call is not the paid diagnostic.
- Each workspace is isolated by database access rules.
- Delete all imported data yourself from Settings.
- An analyst reviews every finding before release.
- Phone numbers aren't needed or used in the diagnostic.
Before you book.
- What does the diagnostic cost?
- The pilot diagnostic is $2,500 flat, delivered in five days. If we surface less than $50,000 in conservatively recoverable pipeline, you don't pay.
- What does “conservatively recoverable pipeline” mean?
- It is an estimate, not revenue. It applies a stated recovery rate to the value of qualifying open and closed-lost deals. Historical customer revenue is shown separately and never counted as open pipeline. The formula is printed next to every estimate.
- What do you need from us?
- Two CSV exports: your contacts and your deals, each up to 20 MB. There is no integration to install and no credentials to share.
- Does Resurface change anything in our CRM?
- No. It reads the files you upload. It does not update your CRM, send outreach, or create tasks for you.
- What happens to our data?
- Your files and results are isolated to your organization by database access rules. Only your workspace and the Resurface team can see them. You can permanently delete all imported data from your Settings page at any time.
Give overlooked opportunities
another chance to become sales.
Find the records worth revisiting. Give your team a reason to reconnect. Start with your Resurface diagnostic.
15 minutes to review your pipeline gaps, see a sample report, and discuss fit. Opens the booking calendar in a new tab.