Day 1
Find stale estimates
Pull every open quote from the last 30 days and mark value, job type, source, and last touch.
Sales follow-up challenge
5-Day Estimate Follow-Up Sprint
Most lost estimates are not lost because the customer hated the price. They are lost because no one made the next step easy.
5 days Built for contractors who send estimates No ads required
What you'll fix
Day 2
Write the first nudge
Send a short helpful text that asks for a decision without sounding desperate.
Day 3
Add proof
Follow up with one relevant review, photo, or warranty note that reduces buyer risk.
Day 4
Create urgency honestly
Use schedule windows, material pricing, or seasonal timing without fake scarcity.
Day 5
Close or clean the list
Move each estimate to booked, follow-up later, or closed-lost so your pipeline stops lying.
You leave with assets, not theory.
Every day creates or improves one thing a customer can actually see: your call process, Google profile, follow-up script, website section, or lead tracking.
- check_circle30-day open estimate list
- check_circleTwo-touch follow-up script
- check_circleProof asset checklist
- check_circleBooked/lost reason tracking
Useful before you start
Completion path
After day 5, make estimate follow-up automatic
You should leave with a clean open-estimate list, a two-touch follow-up script, proof assets, honest urgency language, and booked/lost reason tracking.
Time required
30 minutes per day, then 15 minutes after every estimate batch
Assets you should have by the end:
- check_circle30-day open estimate list
- check_circleTwo-touch text and email sequence
- check_circleProof asset checklist
- check_circleBooked/lost reason tracker
Step 1
Generate the follow-up script
Create a short first nudge and one proof-based follow-up you can reuse without sounding pushy.
Open next step →Step 2
Protect cash flow
Use deposit math and schedule language to make next steps clear without fake scarcity.
Open next step →Step 3
Review unsold quotes weekly
Sort estimates by value, source, job type, last touch, and reason so the pipeline stops lying.
Product-fit next step
If follow-up keeps failing because prospects cannot see proof, warranty language, or the quote path after they leave your site, fix the website path before buying more leads.
Fix the website proof path