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Follow-ups & quote chasing

One fix at a time.

The follow-up you keep meaning to send.

Automatic follow-ups reply to new inquiries right away and nudge open quotes on a schedule you choose, then stop the moment someone answers. Follow-ups are included in the Growth plan at $400 a month. One-time setup is $500-1,500, and it’s one of the most common first fixes for contractors and service businesses here.

Why it matters

Most quotes don’t get a “no.” They get silence, because the customer got busy and you got busy. A polite check-in a few days later often turns that silence into a yes, but it’s the first thing to slip when the week gets full.

How it works

How follow-ups work

  1. 1

    A lead or quote comes in

    From your website, email, phone or estimating tool.

  2. 2

    An instant first reply

    So they know a real business got their request, with what happens next.

  3. 3

    Polite check-ins, then stop

    For example day 3 and day 10, in your voice. Any reply stops the sequence and alerts you.

Same fix, two shapes

Clinics and service businesses need different things

For clinics

For clinics, follow-ups help with new-patient inquiries and with people who were sent a treatment plan but never scheduled, kept general and privacy-minded.

For trades & home services

For contractors, pool, HVAC and landscape companies, this is quote chasing: a note when the estimate goes out, a check-in a few days later, and a final “should we keep this open?” before it goes cold.

What you get

What’s included

  • Instant first reply to new inquiries
  • Quote follow-up sequence (you pick the timing)
  • Stops automatically when they reply
  • A simple list of open quotes and where they stand
  • Wording written with you
  • Founding clients get 30-50% off the first few months in exchange for a testimonial.

We handle your business’s texting registration with the phone carriers as part of setup. It usually takes 1-3 weeks before texts can go out.

No surprises: this is included in the Growth plan at $400/mo. One-time setup is $500-1,500. Founding clients get 30-50% off the first few months in exchange for a testimonial. Pricing details.

An illustrative example ↓

Works with what you have

Your email, web forms, phone, and most estimating, invoicing and CRM tools. If you track quotes on paper or in a spreadsheet, we can start there.

Good questions

Follow-ups & quote chasing: common questions

Ask us anything, really.
How can a contractor follow up on quotes automatically?
Log the quote once (or let your estimating tool do it), and polite check-ins go out on the days you choose, stopping when the customer replies. That’s what this fix sets up.
Won’t automated follow-ups feel pushy?
Not if they’re few, friendly and stop when someone answers. We usually suggest two or three check-ins at most.
How fast is the first reply?
Within a minute of the inquiry, day or night, so you’re not the business that took two days to answer.
Can it follow up by text and email?
Yes. Email works for everyone; texts go to people who gave you their number for that inquiry, and STOP is always honored.
What if I want to call instead?
You can. The system can simply remind you to call on day 3, with the customer’s details right there.
Does it work with my CRM?
Most common CRMs and estimating tools connect. If yours doesn’t, we’ll work from email or a shared sheet.

So, what's stealing your time?

Tell us one thing. A real person reads it and gets back to you, usually the same business day.