Service
Open Estimate Follow-Up
You already did the expensive part. Somebody drove out, climbed into the attic, worked up a number, and sent it over. Then the customer went quiet, one voicemail got left, and the estimate quietly aged out of relevance.
The work of chasing an open estimate is repetitive and slightly uncomfortable, which is exactly why it does not get done consistently. It is also the highest-margin follow-up in your business.
Where estimates go to die
- Most unsigned estimates receive one follow-up attempt, or none
- The truck roll, the diagnostic time, and the quoting labour are already spent whether they sign or not
- Homeowners comparing three quotes often pick whoever is still in the conversation two weeks later
- Nobody in the office knows which estimates are still live without opening every record by hand
The build
What I build
- 01
Multi-touch sequences
A structured series of texts and emails over several weeks, each with a different angle — answering an objection, adding financing options, noting the quote expiry — rather than five copies of 'just following up'.
- 02
Value and financing reinforcement
Messaging that addresses the real reason most estimates stall, which is rarely the number itself and usually uncertainty about scope, timing, or how to pay for it.
- 03
Automatic stage movement
When a customer replies or signs, the sequence stops and the record moves stage on its own. Nobody gets a follow-up about an estimate they already accepted.
- 04
Pipeline visibility
A view of every open estimate by age and value, so you know what is actually in play instead of guessing.
Questions
- How long should I keep following up?
- Longer than feels comfortable. Most companies stop at one touch; the sequences I build run several weeks and then hand off into long-term nurture. Replacement decisions frequently take months, and the company still present when the decision gets made is usually the one that wins it.
- Won't chasing make us look desperate?
- Chasing looks desperate when every message is identical and adds nothing. When each touch answers a different question the homeowner actually has, it reads as thorough — which is the trait people want in a contractor.
Find out what your follow-up is costing you.
A free audit: I look at how fast you respond, what happens to a missed call, and where estimates go to die. You get the findings whether or not you hire me.