Unsigned Estimate Follow-Up Sequence
A done-for-you home services automation built for the Sales Operations Coordinator, connecting Twilio, Mailchimp, and HubSpot so the work below happens on its own.
What this automation does, step by step
When an estimate is sent but sits unsigned for 48 hours, this automation kicks off a staged follow-up sequence: a check-in text asking if the customer has any questions, a value-focused email at day four highlighting financing options and warranty coverage, and a task assigned to the sales operations coordinator to place a personal call if the estimate is still open after a week.
Every touch is logged against the estimate so nothing gets followed up twice or missed entirely, and the sequence automatically stops the moment the customer signs or the estimate expires.
Estimates that used to go cold simply because no one had time to chase them now get consistent, gentle pressure to move forward, and the close rate on sent estimates climbs measurably as a result.
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
Done by hand, this depends entirely on a sales operations coordinator remembering to check in, update records, and follow up, with no safety net if something slips.
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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