Your pipeline already has opportunities in it.
We make sure they do not quietly die.
Riftmark installs a revenue recovery system around your existing CRM and inbox. It identifies neglected proposals and dormant opportunities, helps restart the right conversations, and gives your team visibility into what needs attention.
Without hiring another BD person. Without replacing your CRM. Without adding administrative work.
No hard pitch. We identify where opportunities may be falling through the cracks and show you what we would fix.
Most engineering firms do not have a lead problem. They have a follow up problem.
Your firm spends years building relationships. Your team responds to RFPs, principals meet prospects, proposals get prepared, projects get priced.
Then the proposal goes out, and everything becomes dependent on somebody remembering to follow up.
Some opportunities get consistent attention. Others sit inside the CRM. Somebody gets busy. The client goes quiet. Nobody knows whether the opportunity was lost, delayed, forgotten, awarded elsewhere, or simply needed another conversation.
Months later it is still sitting there. Not closed. Not won. Just forgotten.
A recovery layer for the pipeline you already have.
We work around the systems your firm already uses. Riftmark continuously answers four questions.
What deserves attention?
We identify proposals, opportunities and relationships going stale, and prioritize the ones worth revisiting.
What should happen next?
The system weighs the opportunity, the relationship history and your firm rules to determine the appropriate next action.
What can happen automatically?
Routine follow up is prepared and executed through controlled workflows, without forcing principals to babysit the CRM.
What needs a human?
When a real conversation, relationship or decision requires your team, the opportunity is surfaced back to the right person.
The goal is not more automation. The goal is making sure valuable opportunities do not disappear because nobody followed up.
More attention on the opportunities that actually matter.
Instead of principals spending time
- digging through CRM records
- remembering who needs a follow up
- checking old proposals
- chasing internal updates
- writing repetitive emails
- wondering which opportunities have gone stale
Your team focuses on
- relationships
- conversations
- engineering
- closing work
The system handles the housekeeping underneath it.
One recovered project can change the economics completely.
Riftmark does not pretend every lost proposal could have been recovered. Many opportunities are legitimately lost. But if your firm sends millions of dollars in proposals every year, even a small percentage of preventable leakage is meaningful revenue.
If an awarded project is worth $50,000
Illustrative arithmetic, not a projection. Before counting the principal and BD time the manual process consumes.
We do not rip out your CRM. We build around it.
- 01Pipeline Review We understand how your firm handles proposals, follow up, CRM ownership and dormant opportunities today.
- 02Opportunity mapping We define what your firm considers stale, valuable, active, closed, sensitive or requiring human involvement.
- 03System installation Riftmark connects the necessary CRM and mailbox workflows and installs the recovery logic around your existing process.
- 04Controlled activation We test the system against your firm policies before anything is allowed to operate in production.
- 05Recovery and visibility The system identifies opportunities requiring action and keeps a traceable record of what happened and why.
Automation should never mean losing control.
Your team sets the boundaries. Riftmark operates inside them, with safeguards around:
- Do not contact records
- Opt outs
- Closed opportunities
- Approval requirements
- Duplicate messages
- Sending permissions
- Sensitive relationships
- Human escalation
- Activity logging
- Client specific rules
Built for AEC firms with real pipeline complexity.
- MEP engineering firms
- Architecture firms
- Multidisciplinary engineering firms
- Consulting engineering firms
- Established AEC organizations
Especially where business development still depends on principals, relationships and manually managed proposals.
Probably not useful if
- You send very few proposals
- Every opportunity already gets structured follow up
- Your CRM is consistently maintained
- You have full visibility into every active opportunity
- There is no meaningful dormant pipeline to recover
That is exactly what the Pipeline Review determines.
Find out what is quietly sitting inside your pipeline.
On the call we look at how proposals move through your firm, where follow up ownership breaks down, how much opportunity is sitting unresolved, how much principal time the current process consumes, and what we would change first.
We also show you what a recovery system looks like using an example relevant to an AEC firm. Whether we work together or not, you leave knowing where the biggest gaps are.
Write in your own words and skip the calendar. Either way the same person answers.
You already paid to create the opportunity.
Do not lose it because nobody followed up.
Automate. Recover. Grow.