Every open estimate, followed up.
Every open estimate gets a short, polite follow-up on day 1, 3, 7 and 14, in your wording, and it stops the moment the customer replies. It switches on when it’s released, included in your plan (Booked Solid or Built to Book); until it does, your monthly fee doesn’t include it.
Included in Booked Solid and Built to Book.
- Day 0Estimate goes outYou forward the estimate email your software already sends, or fill in a quick form.
- Day 1A short check-inA text and an email in your wording.
- Day 3A second nudgeAny questions about the quote?
- Day 7A thirdStill happy to help.
- Day 14The last oneThen it stops.
- ReplyThey reply: it stopsYour team takes it from there.
Diagram of how it will work, not live data.
From the estimate to the monthly report
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01 · logged
The estimate is logged
You forward the estimate email, or fill in a quick form.
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02 · approved
You approve the wording
Short, polite messages in your voice. Nothing goes out that you haven’t seen.
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03 · followed up
Day 1, 3, 7 and 14
Until the customer replies, then it stops and your team takes over.
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04 · reported
In your monthly report
Estimates logged, followed up and answered.
What’s included
- Four follow-ups, then it stops Day 1, 3, 7 and 14 after the estimate, by text and email.
- Stops on reply The moment the customer replies, follow-ups stop and your team is told.
- Your wording You approve every message before anything goes out.
- Reported every month Estimates logged, followed up and answered, in your Owner Dashboard.
Part of Booked Solid and Built to Book
Quote Follow-Up (coming soon) is part of Booked Solid ($2,000 setup; $297 a month until it switches on, then $497) and Built to Book ($5,500 setup; $397 a month until it switches on, then $597). Until it’s live you get Missed-Call Rescue and the Owner Dashboard.
Founding clients: first installs start in November and your price is locked. Your go-live date is written into your proposal. After the first installs, a new install usually takes 2–4 weeks. The second half of the setup and the monthly fee only start at go-live.
Late go-live. If we haven’t gone live within 30 days of the date in your proposal, you can cancel and we refund the setup you’ve paid.
Common questions
Can I buy it on its own?
No. It comes with Booked Solid and Built to Book, and switches on when it’s released, included in your plan. Until then, Booked Solid is $297 a month and Built to Book $397 a month.
Will it pester my customers?
Four short messages at most, in wording you approve, and it stops the moment they reply. Anyone who replies STOP is opted out.
Do I have to change my estimating software?
No. You forward the estimate email your software already sends, or fill in a quick form.
Start with the missed calls
Quote Follow-Up is coming soon. The Free Missed-Job Check looks at your open quotes too, so you’ll know what’s slipping.