Quote Follow-Up Automation for Service Businesses
You did the estimate, priced the job, sent the quote… and heard nothing. Most businesses never follow up more than once. We build the system that checks in at the right moments — politely, consistently, automatically — until you get an answer.
Why sent quotes disappear into nowhere
Customers get busy, not disinterested
Most quotes don't die because of price. Life happens, the customer means to reply, and a week later your quote is buried under everyone else's texts.
You feel weird following up
Nobody wants to seem pushy, so the follow-up gets postponed and then forgotten. Meanwhile a competitor who checked in twice gets the job.
There's no record of what's outstanding
Quotes live in texts, emails, and your memory. You can't chase what you can't see — and you have no idea how much money is sitting unanswered.
The timing is always wrong
One follow-up on a random day rarely lands. Winning quotes back takes touches at the right intervals — which nobody does manually.
What we build
A follow-up sequence that runs on every quote you send — so no estimate is ever just 'out there' again.
A timed follow-up sequence for every quote
When a quote goes out, the clock starts: a 24-hour check-in, a 3-day nudge, a 7-day reminder, and a final touch — each written to be helpful, not pushy.
A pipeline view of outstanding quote value
Every open quote sits on one board with its dollar value. You can finally see how much work is pending — and what's about to slip.
Easy paths to yes
Each follow-up gives the customer a low-friction next step: reply with a question, tap to book, or ask for a tweak to the estimate.
A future for the ones that don't close
Quotes that don't book aren't deleted — they move to a reactivation list and hear from you again next season, when the timing may be right.
How it works
Sending a quote starts the sequence
Mark a quote as sent — from your phone, in seconds — and the follow-up schedule attaches to that customer automatically.
Messages go out at proven intervals
24 hours, 3 days, 7 days, final touch. Spaced to stay present without crowding the customer.
Any reply stops the automation
The moment the customer responds, automatic messages stop and you take over the conversation. Nobody ever gets a robot reply mid-discussion.
Booked, or banked
Quotes either convert to booked jobs, or roll into your reactivation list for a well-timed message down the road.
What's included
Who this is best for
A quote's journey
From sent to booked — here's the sequence every quote gets:
Mistakes we see over and over
Assuming silence means no
Silence usually means busy. Many customers say yes on the second or third touch — the ones who never follow up never find out.
Following up once, apologetically
“Just checking in, sorry to bother you…” one time is not a follow-up strategy. Confident, helpful persistence is what wins jobs back.
No deadline energy
Open-ended quotes drift forever. Good follow-up gives gentle reasons to decide — schedules filling, seasonal timing, price validity.
Discounting instead of following up
Businesses cut prices to close faster when the real problem is that customers simply forgot. Consistency recovers revenue without touching margins.