Lead and Estimate Follow-Up
Most lost work doesn't disappear all at once. It sits in an inbox or an estimate folder until the customer hires someone else. This service gives those leads a simple follow-up routine.
How it starts
A short conversation about what's slipping, then a recommendation and a price.
Book a free 30-minute demoAll services- 01One list of new inquiries and open estimates that need a reply.
- 02A reminder when an estimate has gone quiet.
- 03Draft follow-ups in your voice, ready for someone to review and send.
- 04A quick automatic reply when a new inquiry comes in.
- 05A record of the follow-up in your CRM, if it supports that.
Everything listed is optional. We confirm what works with your phone, calendar, CRM, or field-service platform before we start.
- 01
Find the gaps
We trace what happens between an inquiry and a booked job, and where follow-up currently stops.
- 02
Set the schedule
We agree on how fast to reply, how many follow-ups make sense, and who owns each one.
- 03
Set it up
We build the reminders and draft messages. A person still decides what gets sent.
- 04
Check it together
We look at the first few weeks and adjust the timing and wording.
- A person reviews messages before they go out, unless you decide otherwise.
- If we set up review requests, the wording stays neutral and every customer gets one, not just the happy ones.
- What we can record depends on your CRM or inbox.
Let’s look at what’s getting missed.
Bring the part of your week that frustrates you most. We'll look at how it works now and whether we can make it easier. The demo is free, and you don't have to hire us afterward.