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
Book more unsold contractor estimates in 5 days.
Use this ProTradeHQ sprint to turn open plumbing, HVAC, roofing, remodeling, painting, and landscaping estimates into booked jobs with a clean estimate list, short follow-up scripts, proof assets, honest urgency, and booked/lost tracking.
5 days Built for contractors who send estimates Fits plumbing, HVAC, roofing, remodeling, and service trades
Where this fits in the contractor growth stack
What you'll fix
This is for owner-led contractors who already paid for the lead, completed the visit, and sent the quote. The goal is not more busywork; it is a repeatable follow-up lane that shows proof, answers the buyer's next concern, and records whether the job became revenue.
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 revenue-control asset: your open-estimate list, text/email sequence, proof library, timing rules, or booked/lost reason tracker.
- check_circle30-day open estimate list
- check_circleTwo-touch follow-up script
- check_circleProof asset checklist
- check_circleBooked/lost reason tracking
Best fit
Contractors with unsold quote value sitting in the pipeline.
Use it when the estimate was legitimate, the customer has not said no, and nobody owns the next touch. It is especially useful for replacement work, remodels, exterior projects, and larger repair tickets.
Not the fix
Do not use follow-up to rescue bad-fit leads.
If the estimate is outside your service area, below margin, missing scope details, or clearly price-shopping, mark it closed-lost and use the reason to tighten source quality.
Metric
Track estimate source to booked job.
Record lead source, estimate amount, last touch, proof sent, booked amount, and lost reason so the sprint improves qualified traffic decisions, not just message volume.
Product fit
Only route to products when the estimate leak proves a real system gap.
Webzaz fits when prospects leave the estimate, check the website, and cannot find proof, service pages, financing/deposit clarity, or a quote next step. LocalKit fits when the leak starts earlier: missed calls, weak Google profile links, QR handoffs, review routes, or slow local lead response.
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
Webzaz is a fit only when estimates stall because prospects cannot find proof, warranty language, financing/deposit details, or the next-step path after they leave your site. LocalKit is a fit only when the follow-up leak starts with missed calls, slow response, or untracked local lead sources.
Fix the website proof path