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Contractor Estimate Follow-Up Inquiry

You put time into every estimate. Let’s give your follow-up the same attention.

$129/month with compatible existing software or $179/month without an existing system. Third-party costs, compatibility, and scope are confirmed before enrollment. This inquiry does not authorize payment.

Your name

Business name

Email address

Business phone number

Where does your business operate?

City, state, and primary service area.

What is your primary service?

Which starting point best describes your business?

I already use business software — interested in $129/month.

I do not have an existing system — interested in $179/month.

I’m unsure which plan fits.

What software or tools do you currently use?

Include estimating tools, spreadsheets, email, or notebooks. Enter None if applicable.

Approximately how many estimates do you send each month?

What happens after you send an estimate?

I follow up manually when I remember.

Someone on my team follows up.

My software already sends some follow-ups.

We rarely follow up.

It varies from job to job.

What would you most like to improve?

Check that customers received their estimates.

Follow up more consistently.

Keep open quotes organized.

Know which customers need a response.

Track won and lost estimates.

Spend less time searching texts and emails.

Start a basic system from scratch.

Which follow-up channels would you like us to evaluate?

Text messages

Call reminders for my team

Not sure—help me decide

What is your usual process for getting permission to contact customers?

Describe your process without including customer records.

When would you like to get started?

As soon as we confirm the fit

Within 30 days

Within 60 days

Exploring my options

How would you prefer to discuss your inquiry?

Phone call

Anything else we should know?

Describe what would make this service useful. Do not include passwords or customer records.

Inquiry acknowledgment

I understand this is an inquiry, not enrollment or payment authorization. I agree to be contacted about this request using my preferred contact method.