Estimate Follow-Up & Recovery Automation
Stop letting quotes die in inboxes. AI follows up every 5–7 days with smart, non-pushy messages until they book, decline, or tell us to stop.
Why Your Estimates Are Dying on the Vine
You Forget to Follow Up
You sent 50 estimates last month. How many did you actually follow up on? Most contractors follow up once—maybe—then move on to the next lead.
Customers Get Busy
They loved your estimate. They meant to call you back. Then life happened. Without a reminder, you're forgotten—not rejected.
60% Close Rate... If You Follow Up
Studies show 80% of sales require 5+ follow-ups. But 44% of salespeople give up after one. Your estimates need persistence you don't have time for.
How Our Estimate Follow-Up Works
Persistent, professional follow-up that doesn't feel pushy.
Estimate Sent
You send your estimate as normal. Our system logs it and starts the follow-up clock.
Wait Period
We give customers 3-5 days to review and decide. No immediate pressure—just professional patience.
First Follow-Up
Friendly text: 'Hi [Name], just checking if you had any questions about the estimate we sent for [project]. Happy to discuss anytime.'
Smart Sequence Continues
Every 5-7 days, another touchpoint. Each message is slightly different—adding value, offering help, addressing common objections.
Resolution
Customer books (win!), declines (clear answer), or asks to stop (respected immediately). No estimate left in limbo.
What's Included
Everything you need, fully managed. No software to learn, no tech headaches.
- Automated follow-up sequences (customizable timing)
- Smart, non-pushy messaging templates
- Multi-channel outreach (text, email, call)
- One-click booking links in messages
- Objection-handling content (pricing, timing, comparison)
- Customer response tracking
- Hot lead alerts when customer engages
- Decline tracking and feedback collection
- Monthly conversion analytics
- A/B testing on message performance
One client recovered 6 'dead' estimates worth $89,000 in the first 60 days. These were quotes they'd given up on. Automated follow-up brought them back to life. What's sitting in your estimate graveyard?
Calculate Your ROIHow It Works for Different Trades
Customized for your specific industry needs.
Follow-ups include project inspiration galleries, financing option reminders, and 'design deadline' messaging for seasonal projects.
Storm damage estimates get urgency messaging about insurance claim deadlines. Routine replacements get seasonal timing reminders.
Equipment replacement estimates include efficiency savings calculators and utility rebate deadline reminders.
Frequently Asked Questions
Won't this annoy customers?
No. Our messaging is friendly and helpful, not pushy. We space out contacts appropriately and always give customers an easy way to decline or stop messages. Most appreciate the follow-up.
How many follow-ups do you send?
Typically 5-7 over 4-6 weeks, but it's customizable. Some clients want aggressive follow-up; others prefer lighter touch. We match your style.
What if the customer already booked with a competitor?
They can reply 'already hired someone' and they're immediately removed from the sequence. We also collect feedback on why they chose someone else—valuable intel for your business.
Can I see which estimates are being followed up?
Yes. You get a dashboard showing all active estimates, follow-up status, customer responses, and conversion rates. Full visibility into your pipeline.
What if I want to follow up personally on certain estimates?
You can flag any estimate for personal follow-up and pause automation. Or let AI warm them up first, then step in for the close on hot leads.
Ready to Get Started?
Book a free 30-minute strategy call and see exactly how we'd set this up for your business.