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Quote follow-up

Quotes don't die in silence anymore.

Three friendly check-ins over two weeks. One in ten replies. Pure money.

You quoted Mike $12,000 for a roof on Tuesday. He said "let me think about it." Right now, that quote dies. Three days later, Mike gets a friendly text from your business: "Hey, just checking in on the quote — any questions?" Day seven, a soft nudge. Day fourteen, a final ask before you close the file. One in ten quotes you'd have lost gets recovered. On a $12,000 ticket, that's serious money from work you already did.

Text message Email Voice call
How it works

Three touches. Then it stops.

Right after you send a quote, the agent kicks off a three-touch follow-up over two weeks. Each touch sounds like you, not a sales script.

Take a med spa: you quote Lisa $3,500 for a laser package on a Wednesday consult. She says she needs to think. Three days later, the agent texts: "Hey, just checking in on the package — any questions?" Day seven, a soft nudge about an opening next week. Day fourteen, a final friendly close. One in ten of these comes back to a booking.

The tone stays friendly, never pushy — no hard sell, no pressure. There's a hard ceiling at three touches: no badgering, no fourth message, no "just circling back" forever.

When the customer replies, the agent handles it. Still thinking? It waits and follows up again on schedule. Went with someone else? It thanks them and quietly asks why — that feedback comes straight to you, which is gold for understanding why you lose deals. Said yes? It books the job and hands the conversation back to you.

For bigger quotes — anything over $5,000 — there's an option to add a friendly voice call as the final touch instead of another text. A real-sounding voice that says "hi, just calling to follow up on the quote we sent two weeks ago. Mike's busy on a job, wanted me to check in. Any questions I can pass along?" That last call recovers a meaningful chunk of big quotes you'd written off.

The shape of it

Where it lives. What it touches. What it leaves alone.

01

Where your customers feel it.

Text message (residential default). Email for commercial or higher-ticket. Optional voice call as the final touch on quotes over $5,000.

02

What it connects to.

Your quoting tool — Jobber, Housecall Pro, or ServiceTitan — or a simple form you fill out after sending a quote. Your calendar for booking.

03

What it doesn't do.

Never goes past three touches. Never negotiates pricing — that comes back to you. Never makes commitments on your behalf.

Best fit

Built for written quotes over $1,000.

Contractors, roofers, builders, custom installers, movers, painters — anyone whose business runs on written quotes over $1,000.

Pricing

Founding client pricing.

$1,000 to build. $300/month to run and tune. Add a second agent for $500 more up front and $100 more a month. No setup fees, no ad spend, no twelve-month contract.