Recovering Stalled Quotes on Autopilot
Many winnable projects are lost simply because nobody followed up. Homeowners get busy; automated text sequences bring your proposal back to the top of their mind without sounding aggressive.
Proven High-Converting 3-Touch Follow-Up Cadence
| Timing | Objective | Proven Message Template |
|---|---|---|
| 24 Hours Post-Quote | Clarity & Questions | "Hi [Name], Brett here from [Company]. Just wanted to make sure you received the quote for your [Project]. Did you have any questions on the options?" |
| 72 Hours Post-Quote | Schedule Lock | "Hey [Name], our installation crew is planning next week’s route in [Town]. If you’d like to lock in your preferred start date, you can approve the quote online here: [Link]" |
| 5 Days Post-Quote | Courtesy Close-Out | "Hi [Name], following up one last time on the [Project] proposal before we release reserved material pricing. Let us know if your timing changed!" |
Auto-Halt Intelligence: The instant the customer replies with a text or signs the quote, the automated follow-up sequence instantly stops.