Quote Follow-Up Sequence
A done-for-you home services automation built for the Estimating Coordinator, connecting Twilio, Mailchimp, and HubSpot so the work below happens on its own.
What this automation does, step by step
The moment an estimate is marked sent but not accepted in the quoting tool, this automation starts a three-touch follow-up clock: a check-in text at 24 hours asking if there are any questions, a value-focused email at day 3 highlighting financing options or a limited-time incentive, and a personal call task assigned to the estimator at day 7 for any quote still open.
Estimates that used to go cold because no one had time to chase them now get followed up on a predictable schedule every time, and close rates climb because prospects hear from the company again before they've called three competitors.
The estimator's dashboard shows every open quote color-coded by how many days it's been sitting, so nothing falls through the cracks.
- CRM or quoting tool (e.g., JobNimbus or HubSpot)
- Twilio
- Mailchimp or ActiveCampaign
- Zapier or Make.com
- Google Sheets (open-quote tracking dashboard)
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 an estimating coordinator handles each case reactively, after someone has already noticed something went wrong. It's the kind of work that quietly eats hours every week.
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
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