Choose one opportunity type
Start with a defined group of open estimates or unanswered inquiries. Confirm the source, timing, consent requirements and person responsible.
ESTIMATE & PROPOSAL FOLLOW-UP
Keep open estimates in the conversation.
A sent proposal should have an owner and a next step. Use an agreed follow-up sequence to collect customer replies, surface unanswered questions and reconnect interested homeowners with the salesperson responsible.
Let’s talk about your next step01WHAT THE WORK LOOKS LIKE01 / 02 / 03 /
Make replies useful
Use approved messages and clear stop rules. Capture questions and timing without inventing discounts, financing terms or promises.
Return interest to your team
Route customer replies with context and a next action. Track appointments and decisions without claiming credit for every sale.
SCOPE BEFORE COMMITMENT
A defined follow-up process, managed with your team.
The connected lead-response package starts at $3,000 setup + $1,500/month. Standalone needs are assessed separately.
Discuss your scopeYOUR NEXT STAGE STARTS WITH A CONVERSATIONGood businesses deserve
Good businesses deserve
better opportunities.
Let’s find the part of your customer journey
that could work harder for you.