Verified across leading automation platforms
QUOTE FOLLOW-UP
That homeowner who said let me think about it gets followed up on a structured cadence. SMS, email, and a voicemail drop. The system stops the second they book or kill it for real. Nothing gets forgotten and nothing gets lost in your inbox.
Verified across leading automation platforms
You walked the property. You sent the quote. The homeowner said they would think about it. That was nine days ago. The quote will close or die based on whether someone keeps the conversation going. Nobody does. So those jobs walk to whoever else quoted them and stayed in touch.
Sales rep sends the quote and means to follow up. Tuesday it slips. Wednesday a tech needs help. Thursday the quote is buried. By Friday it is forgotten.
Most homeowners who say they want to think about it just need one more reason to say yes. One more reason that nobody ever sends them.
When sales reps remember to follow up, they often pile on. Three texts in one day. Then nothing for a week. The cadence is what closes the quote, not the volume of messages.
A $14,000 system replacement is not booked on touch one. It typically closes on a later touch in the sequence. Most shops stop after two and lose the rest.
The second a quote is sent from your CRM, the system picks it up and starts a structured cadence. Sales rep does not have to remember anything.
SMS, email, and a voicemail drop spaced the right way. Each touch hits a different angle. Confirm receipt, surface concerns, offer financing, last chance to book.
Customer texts back, calls, or books online. Sequence kills itself. No one gets the awkward still thinking message after they already paid.
After fourteen days with no response, the quote moves to a slow reactivation queue. Weeks later they get a different angle. A seasonal hook or a financing offer. Old quotes turn back on.
Day one, three, seven, and fourteen. Tested on home service quotes specifically. The cadence is the lever, not the message length.
Different channels hit different people. Some homeowners ignore email and reply to SMS. Some prefer email. Voicemail drops feel personal without taking your rep time.
Each message names the scope, the price, and the timing. About that water heater quote beats following up on our conversation every time.
Sequence kills itself the second the customer replies or books. No spammy are you still there messages after they already paid you.
Quotes that die at day fourteen come back later with a different angle. A real percentage of dead quotes come back when you actually follow up. Old pipeline keeps producing.
Every rep sees which of their quotes are in flight, which closed, which need a personal touch. The system handles the cadence. The rep handles the closes that need a human.
Big-ticket quotes typically need multiple touches before they close.
Default cadence runs day one, three, seven, and fourteen.
Live Demo
Enter your details and the system will call you live. Not a video. Not a recording. A real call you can have a conversation with.
Try the DemoYes. The system picks up quotes from ServiceTitan, Housecall Pro, Jobber, GoHighLevel, AccuLynx, JobNimbus, and most major shop CRMs. The second your sales rep sends a quote, the sequence starts on its own.
Not when they are spaced out right and written like real texts. Day one confirms the quote. Day three surfaces questions. Day seven offers financing or addresses common concerns. Day fourteen is last call. Each message is short and direct. Customers who do not want to buy reply with pass and the system stops.
Speed matters more than ever. Shops with no follow-up lose every comparison shopper to the first competitor who calls them back. The cadence keeps you in the conversation while your competition goes silent.
Yes. A $400 service quote needs different messaging than a $14,000 replacement. You can configure different sequences by quote value, service type, or salesperson. Default templates work out of the box and you can tune them over time.
Yes. Dashboard shows close rate per sequence, time-to-close, and which touch typically converts. You can run a day-three text against a day-three voicemail and see what works in your shop.
Custom pricing scoped to your operation. Based on your quote volume and your CRM. Free 30-minute discovery call before any commitment.
Free 30-minute discovery call. We look at your shop, find the leaks worth fixing first, and tell you what the build would look like. No contracts, no pitch deck.
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