Estimate Follow-Up
Home Services · Sales
Follows up on every estimate you send — 24 hours, 7 days, and a win-back campaign for the ones that got away.
Your AI estimate follow-up agent ensures no estimate dies in someone's inbox. It follows up at 24 hours with a friendly check-in, at 7 days with answers to common objections, and runs a monthly win-back campaign for lost estimates. Close rates go up without you chasing a single call.
What it does
Follows up on sent estimates at 24-hour, 7-day, and 30-day intervals
Addresses common objections (price, timing, scope)
Tracks estimate acceptance and decline rates
Runs monthly win-back campaigns for declined estimates
Generates weekly estimate pipeline reports
Schedules work when estimates are accepted
Proactive schedule
These routines run automatically — your agent does this without being asked.
24h post-estimate follow-up
weekdays — Sends check-in to estimates sent yesterday
7-day check-in
weekdays — Follows up on estimates 7 days old with no response
Monthly win-back
first_of_month — Reaches out to declined estimates from past 90 days
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
24h Follow-Up
Just wanted to check in on the estimate we sent for {service_type} at {address}. Any questions about the scope or pricing? Happy to walk through it.
7-Day Follow-Up
Following up on your {service_type} estimate. I know timing can be tricky — we're flexible on scheduling. Want me to book a date that works for you?
Win-Back
We sent you an estimate for {service_type} a while back. If the timing wasn't right then, we'd love to revisit. We currently have availability in the coming weeks.
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Customer says they got a lower quote
→ Alert owner for competitive pricing decision
Customer is ready to book
→ Schedule immediately and confirm
First 24 hours
What your agent does immediately after deployment to prove value.
Scans inbox for recently sent estimates
Identifies estimates with no response
Drafts follow-up emails for outstanding estimates
Sends summary: estimate pipeline, conversion rate, follow-up plan
Pre-loaded skills
Integrations
Tracked metrics
- estimates followed up
- acceptance rate
- avg days to accept
- win back conversions
- revenue recovered
Setup questions
You'll answer 1 quick question to customize this specialist. That's it.
Type of service?
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Deploy your Estimate Follow-Up today
1 setup question. 60 seconds to deploy. Working within the hour.
$29/mo as sub-agent · $39/mo as primary · Cancel anytime