Quote Follow Up Automation
The quietest leak in home services isn't the lead that never replied. It's the quote that went out, sat in a pile, and never got a nudge. Quote follow-up automation closes that gap with two or three short SMS in your voice — and recovers deals you already paid to win.
A homeowner who asked for a quote is already warm. They've raised their hand, given you their address, sometimes invited a rep to inspect. Letting that pipeline cool down without a single follow-up nudge is the single most expensive quiet revenue leak in home services.
Industry data puts roofing and HVAC quote-to-close at 5–14 days for the deals that close at all. Quotes that go a week without a nudge close at a fraction of the rate.
Sales reps prioritize fresh leads over old ones. A simple cadence ensures the warm quotes don't go cold under a stack of newer requests.
A polite nudge often gives them the push they were waiting for — they were stuck, not uninterested.
We don't badger the homeowner. Two short, personalised messages, then we stop. Each one stops the second the homeowner replies.
"Hi {first_name} — wanted to make sure the estimate landed. Happy to walk you through any of it." Personal, low friction, leaves the door open.
"Hi again — totally fine if the timing isn't right. Let me know if you want me to hold the price for another week." The "price hold" framing is the gentlest urgency we've found.
The moment the homeowner responds, future nudges cancel. The conversation lands in your team's inbox for a human to close.
Two short SMS over a week is far less than the average homeowner gets from other contractors. We never message more than three times on a single quote, and every message has a STOP option.
Yes — every template is shown to you during setup and you can edit the tone. Most owners change a line or two and ship the rest as-is.
Especially well. The longer the sales cycle, the more value the cadence adds. We tune the spacing (day 3 / day 7 / day 14 for solar, for example) to match the buying rhythm.
Send us the homeowner's name, phone and quote date via a short web form and the cadence fires from there. We don't require a CRM.
Explore how the recovery system applies to neighbouring problems and verticals.
We review your forms, response speed, and follow-up flow the way a homeowner would, then send a short report. No call required.
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