01
Acknowledge connected inquiries
Instantly, in your voice, confirming you have it and what happens next. The silence between someone reaching out and someone responding is where most trust is lost.
Services / 03 — Follow-Through
Inquiry and quote
follow-up for contractors.
Give new inquiries a clear acknowledgement and make the next step on a quote easier to track. We agree on the messages, timing, connected channels, and handoff to your team before setup.
Agree on the follow-up scope.
Complete System includes inquiry replies and a CRM at $297/month or $3,267/year, plus a one-time $500 activation fee. It also includes the managed website, booking, missed-call text-back, review requests, and four hours of website changes each month.
Quote follow-up sequences, triggers, and estimating-tool integrations are confirmed in writing before setup. Presence does not include the connected customer system. Communication usage costs extra; reactivation and advanced automation are separately quoted. Compare plans and costs ↗
Persistence is a competitive advantage nobody wants.
Ask any owner why they lost a job and they will usually say price. Ask the customer and you will often hear something duller: they got busy, they meant to reply, and the other company checked in at the right moment. The decision was not made on the merits. It was made by whoever was still present when the customer finally got round to deciding.
02
Agree on quote follow-up
Where included in your written scope, a short sequence follows an eligible quote. We confirm how the quote enters the workflow, when messages send, and how the sequence stops.
03
Everything lives in one place
Messages from connected channels appear with the contact record. We confirm which numbers, forms, and inboxes are supported in your setup.
04
You can see the pipeline
Who inquired, who was quoted, who went ahead, and who has gone quiet. Not for its own sake — so you know where the money is sitting.
The shared inbox is the quiet hero.
Most small businesses do not have a lead problem so much as a scattering problem. One inquiry is a text on the owner’s personal phone. Another is a voicemail. A third is a form that went to an email nobody opens. A fourth was mentioned to someone at a job site and never written down anywhere.
Putting every channel into one thread per person is unglamorous and it changes everything downstream. You cannot chase what you cannot see, and you cannot hand work to a team member if the context lives on your phone.
How the sequence is built.
We write it in your voice
Short, plain, and specific to your trade. You read every message before anything sends, and you can change any of it later.
Configure stopping rules
We configure and test reply, opt-out, booking, and manual-stop rules for the connected channels. Your team also needs to record replies received outside the system.
It ends before it becomes annoying
Roughly three touches across two weeks, then it stops and leaves the person in your contacts. There is no version where a customer is pursued indefinitely.
It hands off cleanly to a human
When someone engages, a person picks up the thread with the full history in front of them. The automation opens the door; it does not try to have the conversation.
Questions we get.
Does this make my business sound automated?
Only if it is written badly. We draft every message in your voice and you approve it before it sends. The goal is that a customer reading it assumes someone at the office typed it, because in tone and content someone effectively did.
How many times will it chase someone?
Usually three touches over about two weeks, then it stops and leaves them in your contacts. Persistent is not the same as irritating, and the sequence ends well before it becomes the latter.
What happens when someone replies?
We configure the sequence to stop on detected replies and route the conversation to your team. Replies outside the connected channels need to be recorded so the workflow can be stopped.
Do I have to learn a CRM?
We configure the agreed pipeline and show your team how to manage conversations, update stages, and stop a sequence. Someone at your business needs to own those daily actions.
Can it work with how we already quote?
We review your estimating process and tools before confirming compatibility. Any integration, manual handoff, and additional cost is recorded in the written scope.