Automatically follow up with new estimates
New estimates enter the sequence as soon as they're sent.
Sequence steps
Friendly check-in
Sent by SMS
Ask whether they have questions
Sent by SMS
Final follow-up
Sent by Email
Re-engagement offer
Sent by Email
Per-customer automation
Pause automation for anyone who asked for space.
Michael Johnson
AC Replacement · $8,450 · 1 sent
Sandra Whitfield
Furnace Install · $5,120 · 2 sent
Carlos Ramirez
Ductwork Replacement · $4,300 · 1 sent
Debra Collins
Mini-Split Install (2 zones) · $5,250 · 0 sent
Tom Bradley
Heat Pump Replacement · $4,800 · 2 sent
Angela Foster
AC Repair + Coil · $1,980 · 0 sent
Wesley Grant
Commercial RTU Service Plan · $3,150 · 1 sent
Priya Nair
Smart Thermostat + Tune-Up · $980 · 1 sent
Rick Stanton
Whole-Home Dehumidifier · $2,420 · 2 sent
Yolanda Brooks
AC Replacement (2 units) · $8,360 · 1 sent
Jeff Nowak
Emergency AC Diagnostic · $640 · 0 sent
Marla Jennings
Attic Insulation + Airflow · $2,400 · 1 sent