01
Find eligible open estimates
Use approved CRM or workflow criteria to identify estimates that need follow-up.
Estimate follow-up
Do not let open estimates age out in a spreadsheet or CRM.
Keep approved estimates visible, trigger consistent follow-up, capture customer intent, and route replies back to the right salesperson or next action.
Workflow
Keep every step attached to a clear next action.
Exact timing, wording, routing, and connected actions are configured from the customer's approved operating rules.
02
Respect timing and exclusions
Apply wait periods, opt-outs, sold jobs, cancellations, and other stop conditions before outreach.
03
Send the approved follow-up
Use the configured channel and message for the trade, job type, and stage.
04
Capture the response
Classify ready, later, question, declined, unreachable, or human-needed responses.
05
Create the next action
Book a call, create a sales task, send approved information, or stop the sequence.
06
Record the outcome
Update the connected system only after the action is confirmed.
Measure
Know whether the workflow is working.
- Eligible estimates
- Follow-up attempts
- Reply rate
- Sales conversations created
- Recovered estimates
- Opt-outs / closed-lost outcomes
Guardrails
Automation stops where the approved rules stop.
- No invented discounts
- No unsupported financing claims
- Customer opt-outs stop outreach
- Sensitive pricing stays human-approved
- CRM status is updated only after confirmed actions
Want this playbook configured around your trade?
Start with the real system, volume, owner, and exception rules. Then test the workflow before production traffic touches it.