Best fit signals
Quotes sit open with no consistent next step
Owners only remember to chase the largest jobs
Different team members follow up in different ways
The pipeline has too many stale opportunities
Named Offer
7-12 days to launchQuote Win-Back
Revive stalled quotes without manual chasing.
Best when open estimates are piling up and follow-up is inconsistent.
Representative proof
Honest rollout framing
Rollout profile
Representative profile: 6-truck plumbing shop sending steady estimates each week with owner-led sales oversight.
Representative rollout profile only. Quote volume, average job size, and approval speed affect final performance.
Baseline
15-20 open quotes older than 7 days with no clear sequence or escalation rule.
Launch state
Three-step follow-up sequence goes live with owner escalation on larger or older jobs only.
First 30 days
First 30-day target: reduce stale-quote count, improve response consistency, and give the owner a cleaner close-rate review.
How the workflow works
Trigger to handoff to result
Trigger
Follow-up
Escalation
Outcome
Trigger
Quote ages past threshold
A quote stays open for the number of hours or days you define.
Next
Follow-up
Reminder sequence starts
The customer gets a consistent nudge by SMS or email with approved copy.
Next
Escalation
Larger jobs get owner attention
High-value or older quotes route to the owner instead of getting generic treatment.
Next
Outcome
Pipeline gets cleaner
Responses are logged, stale quotes drop, and next actions become obvious.
Step 1
Detect quotes that hit your aging threshold.
Step 2
Trigger a follow-up sequence using approved email or SMS copy.
Step 3
Escalate larger or older jobs to the owner or sales lead.
Step 4
Mark responses and stop automatically when the quote moves.
What is included
Quote aging trigger
SMS and/or email follow-up sequence
Owner escalation for larger jobs
Status tracking for open, warm, dead, or booked quotes
Approved message tuning for your tone
Guardrails
Does not negotiate price
Does not offer discounts automatically
Does not commit to scope changes
Escalates objections to a human
Not for teams that need automated negotiation, dynamic pricing, or full CRM replacement.
What we need from you
Quote source system or export path
Aging threshold and follow-up timing
Escalation threshold for larger jobs
Approved stop conditions
Approval on follow-up messaging
What we measure in month one
Stale quote count
Follow-up response rate
Close-rate movement on aged quotes
Owner time spent chasing estimates
Compare the other starting points
Start with the bottleneck that hurts most now.