Skip to content

Agents / Quote Follow-Up Agent

Follow-up for every estimate, until you get an answer.

Sent is not the end of the job.

A quote follow-up agent watches every estimate you send and nudges it at the right moment. The quote that would have sat unread over the weekend gets a well-timed check-in, the warm ones surface first, and you find out where each job stands without chasing it from the truck.

[WHAT IT DOES]

What it takes off your plate.

  • Tracks every estimate from sent to viewed to answered
  • Sends follow-ups timed to how the customer is engaging
  • Surfaces the quotes most likely to close, so you call the right ones
  • Logs every touch against the job record you already keep

Timed nudges

The check-in lands while the decision is still open.

The agent watches when a quote is opened, viewed again, or forwarded, and times its follow-up to that. A homeowner comparing three bids hears from you at the moment it matters, not two weeks after they chose.

Warm first

Your callbacks go to the quotes that can close.

Not all open estimates are equal. The agent ranks them by engagement and age, so the ten minutes you have between jobs goes to the panel upgrade that was viewed twice this morning.

Evenings back

The chasing happens without you.

Follow-up used to be an after-dinner job. The agent runs it during the day, on its own, and your evenings stop being the cost of keeping the pipeline moving.

[QUESTIONS]

Answered before you ask.

Let’s start building together.