Playbook · Revenue
Estimate follow-up
Most open estimates go quiet. The AI follows up until the customer says yes or no.
How an open quote gets a follow-up
- 1
An estimate goes out and the play starts its clock.
- 2
The AI checks in by call and text on your schedule — day 2, day 5, day 10.
- 3
Accepted estimates book straight onto the calendar; dead ones get closed out with a reason.
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Export the open estimates and the cadence you want. The first follow-up is a call or text on an estimate that has gone quiet.
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