Follow-up agents

Follow up on every estimate, without remembering to.

Estimates go out and then nothing happens. Follow-up agents check back on a schedule you choose, in your voice, until the customer says yes or no.

Follow-up agents

The problem

Most unsigned estimates aren't a no. The customer got busy, wanted to compare, or forgot. Whoever checks back first, politely, often gets the job.

Nobody on a small team has time to track who got a quote three days ago, let alone three weeks ago.

What we build

  • A follow-up schedule per job type: for example day 2, day 5 and day 12, then monthly.
  • Messages written in your voice by text and email.
  • Stops the moment they reply, and hands the conversation to you.
  • A clear list of every open estimate and where it stands.

How it works

01

Map your estimates

Where quotes come from and what usually happens after they're sent.

02

Write the sequence

Short, useful check-ins. No pressure tactics.

03

Switch it on

Every new estimate goes into the sequence automatically.

04

Review together

Each month: what got answered, what closed, what to change.

A good fit for

ContractorsRemodelersLandscapers and hardscapersHVAC replacementsAny business that sends quotes

Follow-ups only go to people who asked you for a quote or are already customers, and anyone can opt out at any time.

Questions

Won't customers find it annoying?

Not when it's spaced out, short and stops when they answer. A single polite check-in is something most owners mean to send and never do.

Can I pause it for a specific customer?

Yes. One tap on the dashboard.

Works well with

Lead revival: Work already sitting in your phone.
Lead revival

Work already sitting in your phone.

Old quotes and past customers who never got a second call. We reach back out and book the ones who are still interested.

How it works →
Review engine: A review request after every job.
Review engine

A review request after every job.

When a job is marked done, the customer gets a short text asking for a review. Your rating starts to match the work you actually do.

How it works →
Automated quoting: Quotes out the same day.
Automated quoting

Quotes out the same day.

Estimates built from your prices and the job details, sent with an approve-and-sign button. No more quotes waiting on you at the kitchen table.

How it works →

Not sure where to start?

Tell me what's costing you the most work. Fifteen minutes, no pitch deck.