Estimate Follow Up Assistant
Estimates get sent and never followed up, the single biggest recoverable revenue leak.
You get
A short, tactful follow up sequence that keeps an estimate alive without nagging.
- Who it's for
- Anyone who sends quotes and loses some of them to silence.
- When to use it
- Whenever you have an estimate outstanding that hasn't gotten a yes or no.
- What it needs
- Estimate details and amount
- When you sent it and any history since
- Timeline or deadline the customer mentioned
- What it produces
- A follow up message (or short sequence) ready to review and send, timed and worded to prompt a reply.
Example input
"Sent a $4,200 patio estimate to Karen 8 days ago. She said she wanted it finished before her daughter's graduation party. No reply yet."
Example output
A warm check in that references the graduation deadline, restates the value without dropping the price, and makes it easy to say yes, plus a suggested second nudge if she's still quiet in a few days.
How it works
- 1Takes the estimate and its history.
- 2Chooses a tone that's persistent but never pushy, using your voice.
- 3Drafts the message and, if useful, a follow on nudge.
- 4Recommends timing and leaves sending to you.
Catches what is slipping
Catches the estimate that went quiet, then writes the follow up.
You show it
Your open estimates list, with dates sent and last contact
What gets flagged
- Flags an estimate quiet past your first follow up window (default 3 days)
- Flags estimates quiet past 7 days as going cold, with a firmer sequence
- Hands estimates quiet past 30 days to reengagement instead of chasing them cold
- Ranks highest value and closest to deadline first
You review every draft. Nothing is ever sent to a customer automatically.
Works well with
New Lead Response Assistant
Leads go cold because follow up is slow and inconsistent, and the job goes to whoever answered first.
You get
A ready to send, on brand reply to any new lead, plus the recommended next step.
Example: An HVAC company replying to an after hours web form
See how it worksLost Lead Reengagement Assistant
Dead pipeline never gets revived, old leads and quotes just sit there.
You get
A reengagement message that gives an old lead a real reason to come back.
Example: A marine shop reaching out to last season's unbooked estimates
See how it worksProposal & Quote Writer
Proposals are slow and inconsistent, so they go out late and look different every time.
You get
A clean, professional proposal draft built from your scope, pricing, and terms.
Example: A fencing contractor writing a proposal with options
See how it works