Estimates & Quoting
Unsold Estimate Reactivation Campaign
No-Code Flow
3 hours
The Problem
You have $50K-$500K in unsold estimates sitting in your CRM. Revenue you already earned the lead for, now abandoned. This automation segments old quotes by age, value, and service type, then generates personalized re-engagement messages that reference the specific estimate.
How It Works
Input
Unsold estimates export from CRM (customer, service, amount, date, tech notes)
Transformation
AI segments by age, value, service type. Generates personalized re-engagement messages. Builds multi-touch campaign.
Output
Reactivation campaign with personalized messages referencing specific estimates. Typical recovery: $5K-$20K month one.
Importable Templates
Make.comBulk SMS from Google Sheets
PRD
prd here
RolesOwnerEstimatorCSR
IndustriesHVACPlumbingRoofingGeneral Contractor
PrinciplesAutomate the Follow-ThroughYour Data is Worth More Than You Think