Solutions · Estimate follow-up
Estimate follow-up that picks up where the quote went quiet
Many estimates are lost to silence, not to a no. We scope a follow-up workflow with you: when to follow up, through which channel, how many times, and when to stop.
What is estimate follow-up automation?
Estimate follow-up automation checks in on open estimates and quotes on a schedule, answers the customer questions it can from approved information, and hands the conversation to a person when the customer is ready or has a question that needs one.
What you get
Who it’s for
Businesses that send estimates and quotes and hear nothing back.
- 01A follow-up schedule for open estimates, agreed in writing
- 02Answers to common questions from your approved information
- 03A cap on the number of messages, and a stop when the customer replies, books or opts out
- 04A hand-off to a person when the customer is ready
- 05A written scope, a runbook and operation by us
What the schedule decides
When
How soon after the estimate, and how far apart.
How many
A cap on the number of messages.
Which channel
The channel the customer used with you.
When to stop
A reply, a booking or an opt-out.
Persistence with a limit
A follow-up that never stops is spam. The scope sets the number of messages, the spacing and the channel, and the workflow stops the moment the customer replies, books or asks not to be contacted.
Long, high-value estimates get a slower cadence than quick ones. We write that difference down.
How it works
A 30-minute call
We map the problem and decide together whether it is a product or a custom build. It is free.
A written scope
Nothing is built before both sides agree, in writing, on what done means. Custom work is quoted in writing.
Built, then operated
You see the work before launch. Every build arrives with a runbook, a recovery plan and a changelog, and we keep it running.
Pricing
The first call is free. Custom work is quoted in writing before anything starts. Pricing depends on scope and volume, and we quote it in writing.
Questions
- What is estimate follow-up automation?
- It follows up on open estimates and quotes on a schedule you agree, and stops when the customer replies, books or opts out.
- How do you avoid over-contacting customers?
- The scope sets a cap, the spacing and the channel, and the workflow honors an opt-out.
- Can it answer the customer questions?
- It answers common questions from approved information and hands anything else to a person.
- What does it cost?
- Custom workflows are quoted in writing after a free 30-minute call.
Bring us the problem
Book a free 30-minute call. We tell you whether a product already fits or whether it needs a custom build, and we put the scope in writing.