Keep the next step clear after the estimate goes out.
An open estimate can disappear into an inbox while your team moves to the next job. A defined follow-up process records the next action and gives someone responsibility for it.
Review my estimate follow-up — 30-minute diagnostic. Standalone service scope and price are confirmed before purchase.
A useful follow-up has an end
We define when to follow up, what approved message to use and when to stop. A reply, booking, decision or opt-out should move the prospect to the appropriate next step.
Fit the process to your sales cycle
The diagnostic reviews how estimates are created and tracked today. We scope the journey around your team and the customer conversation.
Questions about quote follow-up
How do I choose and purchase this service?
Book a 30-minute diagnostic to confirm the work and any separate usage costs. You can also compare and purchase a managed plan below. A managed plan checkout purchases that plan; standalone services require an agreed quote.
Managed plan checkouts
These links purchase managed plans. Standalone services need an agreed quote. Add-ons and usage are separate.
- Buy Starter: $494 initial payment ($297 setup plus first month), then $197/month.
- Buy AI Follow-Up Pro: $1,094 initial payment ($697 setup plus first month), then $397/month.
- Buy Local Growth: $2,294 initial payment ($1,497 setup plus first month), then $797/month.