Track open estimates
Watch the approved estimate source, CRM, inbox, or spreadsheet for quotes that are still open.
OPEN ESTIMATES
Follow up before the quote goes cold.
For teams that send quotes or estimates, then move on to the next job before anyone follows up.
Best fit when your team creates estimates every week and does not have a reliable follow-up rhythm.
Bring one workflow What usually happens
Start with the leak that already exists.
01
A customer asks for a quote and your team sends the estimate.
02
The team gets busy with the next request.
03
A week later nobody knows which quotes need a call, text, or email.
Why it costs money
You already paid for the lead and spent time preparing the quote. When nobody follows up, the opportunity quietly dies.
What we install
Not a big system. One bounded workflow agent.
If the steps are fixed, we automate them. If the work needs reading, checking, judgment, and handoff, we install an agent and keep risky actions with people.
Draft follow-ups
Prepare simple follow-up messages based on quote age, customer history, and your normal sales language.
Stop when the customer replies
Flag replies, stop the sequence, and hand the conversation to a person when it is time to close.
What stays human
Money, risk, and trust still go to a person.
Final pricing decisions
Scope changes
Discounts or negotiation
High-value jobs
How to judge it
Measure the result from the start.
Open estimates with no follow-up
Follow-up reply rate
Estimate close rate
Recovered jobs
Time from estimate sent to next touch
Simple ROI math
If two extra estimates close in a month and each job is worth $2,000, that is $4,000 in recovered revenue before counting admin time.
First questions to ask
Do not prepare an AI plan. Bring real examples.
How many estimates did you send last month?
How many got a second touch?
Where do open quotes live today?
Who knows which quote should be followed up today?