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Case Study · Home & Field Services

Quotes that chase themselves until they close.

Every contractor knows the silence after an estimate goes out. Following up wins jobs — everyone knows that too — but nobody has time between site visits to remember quote #47. So this shop stopped remembering. The quotes remember themselves now.

+31%Quote acceptance rate
100%Quotes followed up, every time
48hMedian quote-to-answer, was silence
Electrical & plumbing contractor
IndustryHome & Field Services
Fleet5 trucks · residential service + installs
Built byPromata — Blueprint → AI Build
StatusLive · following up right now

Does this sound like your pipeline?

You quote it, you send it, and then — silence. Yours and theirs.
Follow-up happens “when someone gets a minute.” Nobody has gotten a minute since March.
Customers had one small question — and never asked it. The job went to whoever called them back.
Your win rate on quotes you follow up is double your average. You follow up on almost none.
There’s five figures of “probably dead” sitting in your estimates folder right now.
IF YOU CHECKED THREE OF THESE — THIS CASE STUDY IS ABOUT YOU.
The Challenge

The quotes were good. The silence after them wasn’t.

Estimates went out professionally and promptly — and then entered a void. Homeowners sat on small questions, compared other bids, got busy, forgot. The shop, buried in this week’s jobs, never circled back to last week’s quotes. Both sides waited for the other to speak first.

⚠ THE ESTIMATES FOLDER
Quote sent Tuesday — then nothing, everSILENCE, BOTH SIDES
“Follow up on open quotes” — on the to-do listSINCE MARCH
Customer’s one question, never askedJOB WENT ELSEWHERE
Which quotes are alive? Nobody knowsPIPELINE = GUESSWORK
$40K+ of open estimatesQUIETLY EXPIRING
✦ THE SELF-CHASING PIPELINE
Every quote follows up on a schedule — politely, personallyDAY 2 · DAY 5 · DAY 10
Questions answered instantly, from the quote itselfOBJECTIONS DIE YOUNG
Acceptance → deposit link → scheduled, in one flowYES BECOMES A DATE
Live pipeline board: alive, warm, closed, deadGUESSWORK GONE
Stalled quotes flagged to the owner with contextHUMAN CLOSES THE CLOSE
VS

THE SAME QUOTES — EXPIRING IN A FOLDER VS. WORKING THEIR WAY TO YES

  • Silence was mutual and fatal

    The homeowner assumed the shop was busy; the shop assumed the homeowner passed. Most “lost” quotes were never lost — they were abandoned by both sides.

  • Follow-up was a knowledge problem, not a will problem

    Everyone agreed it mattered. But knowing WHICH quote, at WHAT day, with WHAT message, across dozens of open estimates — that’s bookkeeping, and the trucks don’t stop for bookkeeping.

  • Small questions killed big jobs

    “Does that include the permit?” unasked becomes a no. The cost of an unanswered question was the entire job.

  • The pipeline was invisible

    With no view of what was open, warm, or dead, the shop couldn’t forecast, staff, or buy materials with confidence.

The Solution

Every estimate gets a diligent, tireless, polite agent.

The moment a quote is sent, the system takes ownership: a follow-up cadence tuned to job size, instant answers to customer questions grounded in the quote itself, a deposit-and-schedule flow the second the customer says yes, and escalation to the owner when a real negotiation starts.

Day 2“Any questions I can answer?” — warm, brief
Day 5Value nudge — financing, timeline, availability
Day 10Last call — price hold expiring, easy yes/no
  • Cadence tuned to the job

    A $180 repair and an $11,000 repipe deserve different rhythms. Follow-ups adapt to size, urgency, and the customer’s replies — and always sound like the shop, never like a robot.

  • Answers from the quote itself

    “Is the permit included?” — answered in seconds, accurately, from the estimate’s own line items. The objection dies while the customer is still deciding, not after they’ve moved on.

  • Yes becomes a scheduled date instantly

    Acceptance triggers the deposit link and offers real install windows in the same conversation. The gap where second thoughts live — closed.

  • The owner enters at the right moment

    Price pushback, scope changes, a customer going quiet on a big number — flagged with the full history and a suggested play. Judgment where judgment pays.

Results & Business Impact

Same quotes. A third more yeses.

+31%Quote acceptance rate
100%Quotes followed up
48hMedian time to a decision
0Estimates expiring unseen
  • Acceptance jumped without touching prices

    The jobs were always winnable — they just needed the conversation to continue. Persistence, automated, turned the silent third into signed work.

  • Decisions come faster, both ways

    Even the noes arrive quickly now — which is a gift: the shop forecasts on real pipeline instead of hope.

  • Revenue per site visit rose

    Every estimate visit costs a truck roll. Converting more of them means the same windshield time produces more booked work — the cheapest growth there is.

  • The estimates folder became a pipeline

    Alive, warm, closing, closed — visible at a glance. Material orders and crew scheduling finally run on data.

You don’t have a sales problem. You have a memory problem.

The shop that follows up wins — every contractor knows it, almost none can staff it. Memory, persistence, and politeness at scale is machine work. The craft stays yours; the remembering is handled.

+31%Acceptance rate
100%Followed up
0Quotes expiring unseen

What we didn't solve

The follow-up cadence answers questions grounded in the quote itself. Anything that amounts to a renegotiation — a discount request, a changed scope, a payment plan — stops the cadence and goes to the person who priced the job.

What’s sitting silent in YOUR estimates folder?

Tell us your monthly quote volume and average ticket. We’ll show you what the silent third is worth — before you spend a dollar.

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Case study: quotes that chase themselves until they close