Add On Service

Estimate Follow Up

Follow up without chasing.

Most estimates don’t get declined. They get forgotten.

Estimate Follow Up keeps the conversation going so quotes don’t go cold while you’re busy working.

No awkward check-ins.
No manual reminders.
No guessing who to follow up with.
These add ons require the Core Setup.
The Core Setup creates the foundation that makes automation useful instead of messy.
View Core Setup

What it does

Estimate Follow Up automatically:

  • Sends follow up messages after estimates are sent
  • Times messages to feel natural
  • Reminds customers you’re ready when they are
  • Prompts replies or next steps
  • Brings stalled jobs back to life
It keeps you top of mind without pressure.

When this helps most

This is useful if:

  • Quotes are sent and nothing comes back
  • Follow up depends on memory
  • Jobs stall for days or weeks
  • Work is lost to faster responders
  • More yes responses are needed without discounting
If estimates drive revenue, this closes a quiet leak.

How it works with the Core Setup

Estimate Follow Up runs inside the Core Setup.

That means:

  • Estimates are tied to real conversations
  • Follow ups stay in one place
  • Replies land in the same thread
  • We can jump in at any time

Nothing gets scattered.

This is not a standalone system.

What it’s not

  • Not spam
  • Not aggressive
  • Not daily nagging
  • Not something customers complain about
Messages are short, polite, and human.

Is this right for you?

If estimates sit unanswered or deals stall, this is one of the fastest ways to recover lost revenue.

Many businesses see responses the same day follow ups go out.

Where to start

If it’s not clear whether this is the right fix, start with the quiz.

It shows:

  • Where estimates stall
  • How much revenue is sitting idle
  • What to fix first

From there, we’ll guide the next step.

Ready to stop estimates from going cold?

Start with the quiz to see what to fix first, or book a call and we’ll map it in plain English.

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