Multi-Bid Comparison Follow-Up
A done-for-you home services automation built for the Senior Estimator, connecting Twilio, Mailchimp, and HubSpot so the work below happens on its own.
What this automation does, step by step
When a large job's estimate is flagged as one of several bids the customer is weighing, this automation starts a week-long follow-up sequence built specifically to differentiate the company rather than just chase a signature: an email highlighting workmanship warranty length and financing options, a text with links to recent reviews and before-and-after photos from similar jobs, and a personal call task assigned to the senior estimator on day five if the bid is still open.
Every touch is designed to answer the questions a customer is actually weighing between competing bids instead of a generic "just checking in" nudge.
Estimates that historically got lost in a stack of competing quotes now get a structured case made for why this company should win the job, and close rates on multi-bid jobs improve measurably.
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual approach means a senior estimator handles each case reactively, after someone has already noticed something went wrong. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
Often built alongside this one
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Instant Quote Request Dispatch
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Missed Call Auto Text-Back for New Inquiries
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Unsigned Estimate Follow-Up Sequence
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