Automating estimate follow-ups.
Stop losing jobs to competitors just because you forgot to check in. The 3-step text and email sequence.
The fortune is in the follow-up
You spend time driving to a property, measuring it, writing up a quote, and sending it off. Then... crickets. You get busy and forget to follow up. A week later, you find out they went with someone else who simply texted them to check in.
Following up manually is tedious, but it's where the money is.
The Automated Sequence
We set up a sequence that triggers automatically when an estimate is sent but not accepted.
Day 2: A casual text checking if they received the quote and have any questions.
Day 4: An email highlighting your past work or reviews.
Day 7: A final text asking if they are still looking to get the project done this season.
The Result
You stay top-of-mind without having to remember to text them. When they are ready to pull the trigger, your name is right there in their messages.
Want us to build this workflow for you?
We build the CRM and the automated follow-up sequences. You just run your business.