QUOTE GOES OUT
The sequence starts automatically
As soon as an estimate is sent, the follow-up clock starts — nothing for your team to remember to do.
QUOTE FOLLOW-UP
The quote isn't dead.
It's just gone quiet.
Most jobs don't go to the cheapest bid or the best reviews — they go to whoever follows up again. A timed sequence keeps every open quote moving until the customer gives a clear yes or no, then it stops.
3Follow-up touches over two weeks, spaced to feel like a nudge, not a chase
AUTO-STOPSThe moment a customer replies, books, or says no
0Quotes that just go silent and get forgotten
HOW IT WORKS
From "we'll think about it"
to a real answer.
TIMED CHECK-INS
Day 2–3, day 7, day 14
Text and email check-ins, spaced to feel like a helpful nudge, never a hard sell.
AUTO-STOPS ON RESPONSE
The moment they reply, it's over
No one gets a fourth message after they've already said yes — or no — on the second.
ANSWERS QUESTIONS ALONG THE WAY
No waiting for a callback
"Does this include X" gets answered in the moment, which is often the difference between a yes and a quote that goes cold.
REPORTS BACK
You see what's warm and what's not
Which quotes are still live, which went cold, and why — instead of wondering.
EXAMPLE — ROOFING QUOTE, DAY 3 CHECK-IN
Day 3 TextHi Sarah, just checking in on the roof estimate we sent Tuesday — any questions before you decide?
CustomerActually yes, does that include the gutter guards too?
AI AgentGood question — no, that's a separate $800 add-on. Want me to update the quote to include it?
CustomerYes please
AI AgentDone — I'll have the updated quote to you within the hour.
CALCULATE YOUR NUMBERS
What are cold quotes costing you?
$0Est. lost revenue / year
$0Per month
0Jobs lost / year
Planning aid only — compare against your own numbers.
See what closing these quotes looks like ↗OR JUST LEAVE YOUR INFO
STRAIGHT ANSWERS
About quote
follow-up.
Isn't this just spam?+
It's capped and it stops the moment someone responds — the goal is one or two well-timed nudges, not a barrage.
What if the answer is no?+
A clear no ends the sequence immediately. This is about closing the loop, not chasing people who've already decided.
Can it answer real questions about the quote?+
Yes — pricing details, what's included, timeline — the common questions that stall a decision without needing a callback.
Do I still need to follow up myself sometimes?+
For bigger or more complex jobs, sure — this handles the routine nudge so your time goes to the quotes that need a real conversation.
READY TO FIND THE LEAK?
Start with the numbers.
Then decide what to change.
Book a free 15-minute fit call to decide whether the $1,000 Deep Dive is likely to uncover enough measurable value.
Book a free 15-minute fit call ↗See what the $1,000 report includes →