A sent estimate isn’t a closed deal — it’s the start of a decision the customer is making, often while comparing other quotes. Without follow-up, that decision quietly defaults to "no," and nobody ever finds out why.
How It Works
Once an estimate or quote goes out, an automated sequence checks back in at set intervals — answering questions, addressing hesitation, and keeping the door open until there’s a clear answer.
- Automatic check-ins after every estimate, without anyone remembering to send them
- Personalized to the specific job that was quoted
- Stops automatically once the customer responds either way
Example: You send a customer an estimate for a new roof. If they haven't responded in a few days, the system checks in automatically to see if they have questions or are ready to move forward — keeping the conversation open without extra effort from your team.
See what this looks like for your business
15 minutes, no pitch deck — just your actual numbers.
The Problem It Solves
Sales teams are busy chasing new leads, and follow-up on quoted jobs is often the first thing to slip. Estimate follow-up automation makes sure it never does.
Benefits
- Recovers quoted jobs that would otherwise go quiet
- Gives clear visibility into which estimates are still open
- Feeds directly into your CRM pipeline
Frequently Asked Questions
It's mapped out per business — typically a handful of touches spaced over one to two weeks.
The sequence stops automatically and the response is routed to your team.
Yes — the follow-up cadence can be adjusted based on the size and type of the job.