Home Services Work Voice AI Process ROI Calculator About FAQ Schedule Assessment
Back to home
Unsold estimate follow-up

Every quote that never got a yes, worked until it does.

Most of the people who did not book you never chose someone else. They got busy, the decision went cold, and nobody followed up more than once. That graveyard of open estimates is the highest-return thing in your business, and nobody is touching it.

The problem

You quoted the job. Then you let it go quiet.

One polite call three days later, maybe a voicemail, and then it falls off the list because there is real work to do. The estimate sits in the system at full value, and it is worth nothing until somebody works it.

The work is already done

You drove out, measured, priced it and wrote it up. That cost is sunk whether they book or not.

Timing beats persuasion

Half of these people were never a no. They were a not-yet, and nobody was there when the yet arrived.

One follow-up is not follow-up

The deals that close on the fifth touch are invisible to a business that stops at the first.

The maths is brutal

Count last quarter\u2019s unsold estimates, multiply by your average ticket, take even a small percentage. That is the number.

How it works

Nothing closes out without a decision.

1

Your open estimates load in

From your CRM, your spreadsheet, or a pile of PDFs. Every one gets tracked to an outcome.

2

A sequence starts

Text and email over weeks, not days, spaced so it reads like a person checking in rather than a machine nagging.

3

Messages reference the job

The actual roof, the actual unit, the actual price. Never “just checking in on that quote.”

4

It stops the moment they reply

Booked, declined or asked for time — the sequence ends and you get the thread with a reason attached.

What is included

Everything, set up for you

  • Every open estimate loaded and tracked to a decision
  • Staged text and email follow-up over weeks, not one polite call
  • Messages that reference the actual job, not generic check-ins
  • Automatic stop the moment they reply or book
  • A won/lost reason captured on the ones that close out
  • Aging view so you can see what is still live
  • Re-engagement of estimates older than 90 days
Typical timelineLive in about a week
Best forTrades that quote before they work — roofing, HVAC, remodel, landscaping.
Service areaWeatherford, Fort Worth, Aledo, Willow Park, Hudson Oaks, Springtown, Azle, Granbury and the wider DFW metroplex.
Questions

The things owners actually ask.

Further than feels comfortable. Estimates from six months ago still convert, especially for work that gets worse if ignored — a roof, a failing unit, a drainage problem. We usually start with the last twelve months.

A no closes the record permanently. The sequence only works estimates that never got an answer either way, which is almost always the bigger pile.

Then a spreadsheet works, or we pull them out of your invoicing software. Plenty of contractors we talk to are running on paper and memory, and that is usually where the most money is hiding.

Better, if anything. A $14,000 job deserves more than one call, and it is the category where buyers most often go quiet while they think about the money.

Start here

Go count your open estimates. We will do the rest.

Bring that number to the assessment. Multiply it by your average ticket and you will see why this is usually the first thing we build.

Book a free assessment
See everything we build