Unsold Estimate Follow-Up Sequence

⚡ Easy — 25 min setup
🎯 Closes 10-15% more estimates

The Problem

You send an estimate, the customer says "let me think about it," and it falls into a black hole. The average contractor has $50,000-$200,000 in unsold estimates sitting in their system right now. Without follow-up, 80% of those estimates die silently. Your tech spent time on the estimate, and you got nothing back.

The Automation

When an estimate is sent and not accepted within 48 hours, a 7-day follow-up sequence triggers automatically: Day 2 text check-in, Day 4 email with a similar job case study, Day 7 final text with a limited-time incentive. Each message is conversational, not salesy. If they reply at any point, the sequence stops and you take over.

The Benefit

Contractors using automated estimate follow-up close 10-15% more of their outstanding estimates without any manual effort. On $150,000 in open estimates, that's $15,000-$22,500 in recovered revenue. The sequence also surfaces objections early so you can address pricing or scope concerns before they ghost you.

How It Works — Step by Step

1

Trigger: Estimate stays "Sent" for 48+ hours

Estimate status stays "Sent" (not "Accepted" or "Declined") for more than 48 hours.

2

Day 2 SMS

"Hi [name], just checking in on the estimate I sent for [project]. Any questions I can answer?"

3

Day 4 Email

Short case study of a similar job you completed with before/after photos + "Happy to update the estimate if anything has changed."

4

Day 7 SMS

"Last follow-up on your [project] estimate — I'm running a [seasonal] special this week. Want me to update the numbers?"

5

After Day 7

If they reply, sequence stops and conversation goes to your inbox. If no reply, contact moves to long-term nurture (monthly check-in).

Tools You'll Need

GoHighLevel
Twilio
Gmail/SMTP

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