Say the boring thing plainly.

How we work, and what we won't do.

A firm sure of its work can afford to be specific about what it believes. These are the principles ROI Wire operates from. They are not aspirational. They describe how we actually work and what we will and will not do for a client.

Plain over polished

We name the work. Telecom audits. Denied claims. Duty drawback. Judgment enforcement. Cost segregation. The plainness is the credibility. We don't dress recovery up as "revenue intelligence." We don't call freight audit "transportation optimization." We don't describe contingency search as "strategic talent acquisition." These are naming conventions designed to make unglamorous work sound impressive to people who don't understand it, and they fail with every buyer who does.

The people who hire recovery and audit firms are sophisticated. They have seen the euphemisms. They appreciate directness, because it signals that the firm on the other end actually knows what it is doing. A letter that names the specific dollar exposure in plain language says more about a firm's competence than a deck full of branded methodology graphics.

We apply this principle to everything we write — proposals, copy, reports, and these pages. If a word is there to impress rather than to communicate, we take it out.

Your numbers, not our adjectives

Six figures in unrecovered claims beats "maximize your potential." Specifics build trust. Superlatives erode it.

When we write to a CFO about freight audit recovery, we describe the specific error patterns in their industry and the dollar range those errors typically produce. We do not describe our firm as a "leading provider" or our process as "best-in-class." We do not claim to have "deep expertise" without describing what that expertise has recovered.

This applies to how we talk about our own work. The home page cites one result: a contract resolution firm that doubled revenue after adding direct mail to its existing stack. That is the number we are allowed to share. We share it. We do not add adjectives to it. We do not claim it is representative without context. It is one outcome from one firm, and it is accurate.

A buyer reading our copy should come away with a specific understanding of what the service produces, not a general feeling that the firm is impressive. If the copy produces a feeling without producing information, it has failed.

We'll tell you when you're not a fit

A firm sure of its work can say who it's not for. If outbound won't pay for you yet, we'd rather lose the engagement than sell you one.

Firms that are not a fit: practices under $500,000 in annual fees that haven't yet proven the model with enough closed engagements to know their numbers. Hourly-rate businesses where the engagement value doesn't support a performance fee. Firms that want to test outbound but aren't willing to run a consistent program for more than one cycle. Practices where the buyer is a consumer rather than a CFO or principal.

We tell these firms early. Not at proposal. On the first call, if it is clear. A firm that is not ready for outbound will spend money on outbound that produces nothing, and that is not something we are willing to cause. We can describe the threshold and tell a firm what it would need to demonstrate to qualify. If they come back having crossed it, we will work with them.

The clients we take are firms where the program can produce a return. That filter exists not because we are selective for its own sake, but because we charge from what we bring in — and we cannot bring in anything for a firm that is not ready to close what we introduce.

Paid from results

We charge from what we bring in. For qualifying engagements — contingency, success-fee, and high-ticket professional service practices — our fee is 5–10% of first-year revenue from clients we introduce. If the pipeline doesn't produce, neither do we.

This is not unusual in the industries we serve. Recovery firms charge contingency. Staffing firms charge placement fees. Litigation funders charge from recoveries. We apply the same logic to our own engagement model: if we believe in what we do, we should be willing to earn from the results.

The fee structure also means we are motivated to qualify meetings before we book them. A meeting that wastes your time costs us nothing financially — but it wastes a relationship, and we manage relationships across your industry. A meeting that closes does both of us good. The incentives are aligned in a way that retainer-based agency relationships are not.

Discreet by default

We handle serious money in quiet industries. We imply more than we claim, and we keep our clients' business their own.

We do not publish client names. We do not describe campaign specifics. We do not use past client work as marketing material without permission. When a client's engagement closes, we do not announce it. When a program produces exceptional results, we do not post about it without authorization.

The discretion is structural. Our clients operate in markets where competitors are watching. A healthcare claims recovery firm that announces a new pipeline program is telling its competitors exactly what it is doing to build market share. A specialty finance shop that describes its outbound strategy publicly is signaling to the market what types of deals it is pursuing. That information has value, and protecting it is part of the service.

We also do not disclose which firms we work with to prospective clients from the same vertical, unless the existing client has given permission. We will say that we have worked in a given practice area and can describe what we have seen. We will not say who.

Long relationships over large engagements

We are not a transaction shop. The firms that get the most from outbound work it consistently over multiple cycles, refine the list from what responds, and build on relationships that were introduced months or years earlier.

A recovery firm that runs one campaign, gets three meetings, closes one, and stops has extracted value from the program. A firm that runs the program continuously, tightens the list each quarter, and works the relationships that didn't close the first time is building a compounding asset. The second kind of client is the one worth keeping. We orient our terms and our attention toward them.

We prefer to work with a small number of firms in each practice area over a long period rather than with a large number for short engagements. Depth produces better work than volume. The list gets better. The copy gets more accurate. The results get more consistent. That is the kind of client relationship we are building toward.

From the Desk