Estimates & Quoting
5-Touch Estimate Follow-Up Sequence
No-Code Flow
2 hours
The Problem
You send an estimate and hope the customer calls back. Most contractors follow up zero times. Half your revenue sits in unsold quotes that nobody chases. This automation runs a 5-touch sequence over 10 days so every estimate gets proper follow-through.
How It Works
Input
Estimate marked 'sent' in CRM with customer details and job scope
Transformation
Automated 5-touch sequence over 10 days: confirmation, testimonial, objection handling, incentive, final check-in
Output
Higher conversion rate. Clear yes/no decisions instead of ghosting. Zero additional effort per estimate.
ReplacesCSR / Office Admin ($2,500-4,000/mo)
Importable Templates
Make.comEmail follow-up sequence
PRD
prd here
RolesEstimatorOwnerCSR
IndustriesHVACPlumbingElectricalRoofingGeneral Contractor
PrinciplesAutomate the Follow-ThroughReduce Time-to-Cash