Lead and estimate follow-up

The day gets busy, and an open estimate is still waiting for someone to circle back.

Give every lead and estimate a next action.

A configured workflow can handle an urgent new inquiry differently from an open estimate, with a clear owner and stop rules that pass testing before launch.

How it works

What the workflow does after the right rules are connected and tested.

  1. Save where the lead came from, the service requested, the person responsible, and the current status.
  2. Confirm that a valid inquiry was received and give the team its next task.
  3. Start a separate follow-up plan when an estimate is open.
  4. Stop when the person replies, books, buys, declines, or opts out.
  5. Show overdue tasks and failed messages so the team can act.
What the team is working toward

Make the next step easier to see and complete.

  • Fewer leads wait without someone responsible for the next step.
  • Estimates receive consistent, respectful attention.
  • The team can see where follow-up stops working.
Numbers to watch

Measure what happened after the lead arrived.

Time to first responseLeads reachedEstimate repliesAppointments bookedJobs won or lost, with reason
What this can and cannot do

Follow-up turns on only after the eligible lead or estimate, sending channel, reply, opt-out, and failure rules pass testing. It cannot make every inquiry a fit or force someone to buy.

Your free growth audit

Build this around the way your shop handles leads.

Start with who responds, when messages can send, when follow-up stops, and which results your team needs to see.

  • 60+ documented checksBuilt around your shop and market
  • Written priority planWhat to fix now, later, or not at all
  • Yours to keepNo purchase or required sales call
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