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For HVAC, roofing, plumbing, remodeling and every trade that quotes

Quote follow-up service for contractors who are tired of estimates going silent.

You measured, priced it and sent it. Then silence. A dedicated expert on our payroll calls every open estimate on schedule, under your business name, and logs every call in your own CRM.

★★★★★ 4.8/5 average rating, 360+ clients
600+ orders delivered
11 countries served
4.8★average client
rating
600+orders
delivered
48hfrom call to
live system
EN·FR·ARlanguages
covered
Sound familiar?

The estimate was good. Nobody called back.

You paid for the lead, the drive and the pricing. Then the cheapest part of the sale, the follow-up, gets skipped.

!

"I'm on a job all day"

Off the roof at dusk, the calls wait until tomorrow, then next week.

!

"The office is buried"

Crews, invoices and the phone come first. Open estimates always wait.

!

"They said they'd think about it"

Then silence, and you never learned if it was price, timing or another quote.

!

"The other guy called back"

Plenty of homeowners skip the cheapest bid for the contractor who stayed in touch.

Why customers ghost after an estimate

Five reasons estimates go quiet, and the fix for each

Silence usually hides one question. Speed matters too, because the first five minutes decide more sales than most owners think.

Price shock

Bigger than they pictured, and awkward to admit.

Fix: ask what matters most, offer options you approved.

The spouse was not there

One person met you, two people decide.

Fix: offer a second visit or a short call with both.

Financing questions

They want the job but cannot see how to pay for it.

Fix: explain what you offer, or book them with whoever handles it.

Timing

Not urgent this month, so it slides.

Fix: agree a date to check back, then actually check back.

Nobody asked for the decision

The estimate went out with "let me know". So they did not.

Fix: a polite ask for a yes, a no or a date.
How to follow up on a quote

An estimate follow-up cadence you can run this week

Use it whether you work with us or not. The thinking behind it: why leads go cold and the follow-up system that fixes it.

Day 1

Confirm it landed

Call, do not just email. Be the easy person to ask.

"Just checking the estimate came through and made sense. Anything you want me to walk through?"
Day 3

Find the real question

Name the usual reasons. Whatever they pick is what you solve.

"People at this stage are usually weighing the price, checking with someone at home, or waiting on timing. Which is it for you?"
Day 7

Make it easy to decide

Send a photo of a similar job or a simpler scope first. Then call.

"Would it help if I came back out so you can both see it?"
Day 14

Ask for the decision

Politely and directly. A clear no frees your calendar and tells you why.

"I'm setting next month's schedule. Want me to hold a spot for you, or should I close this one out?"
Last season

Re-open old quotes

Last year's quiet estimates are warm leads. Timing changes.

"We're booking the new season now and I still have your estimate. Is it still on your list?"
When to stop

Stop chasing, keep the record

After the day 14 ask and one voicemail, stop. Log why it stalled and set a check-in for next season.

How it works with us

A named person owns your estimates, and every call is on the record

The cadence works, but somebody has to run it every day. Here is what changes when someone does, and the full step by step of how onboarding works.

1
Day 0

A 15-minute call about your estimates

How quotes go out today, and which prices only you decide.

You get: a written Lead Flow Plan showing where your estimates stall, whether you sign or not.
2
24 to 48 hours

Your AI CRM goes live on your own domain

Every open estimate on one board with its sent date and follow-up schedule.

You get: your login and your open quotes imported. See what is inside the CRM.
3
Day 2 to 3

Your expert is matched and trained

Hired and managed by us, trained on your trade, calling under your business name.

You get: a voice intro before they dial anyone. Wrong fit, we change the person, not the price.
4
First week

Every open estimate gets a call

The cadence runs on every live and old quote. Site visits land in your calendar with notes.

You get: the recordings, and an honest read on which quotes are alive and why the others stalled.
5
Every working day

Managed, logged and reported

A manager reads the end-of-day report before it reaches you.

You get: a weekly voice recap, a live dashboard on your phone, and by the end of the month your real numbers.
Book a 15-min Call
Before you hand over your estimates

The questions owners ask first, answered

✓

"My customers hate being chased"

Nobody likes being hounded. People like a contractor who remembers them. Every call is recorded, so judge the tone yourself.

✓

"I already have an office manager"

Keep them on crews. The expert owns one job, open estimates.

✓

"I use a field service app already"

Keep it for jobs. The CRM holds the follow-up and recordings.

✓

"What if they quote a price?"

They never quote a price you have not set. Discounts and scope changes come back to you with notes.

✓

"Will it sound like a call center?"

No. One named expert, trained on your trade, calling in your customers' working hours.

✓

"I mostly need new leads booked"

See our appointment setting service for small business.

Your options

Who actually calls your estimates back?

Weighing a VA? See how a sales follow-up virtual assistant compares, and what our outsourced sales follow-up service covers beyond estimates.

What happens to your estimatesYou do it yourselfOffice staffAnswering serviceTalent Alliance Hub expert
Who calls on day 3Whoever remembersWhen the phone is quietNobody, they take messagesYour named expert, on schedule
Who calls on day 10RarelyRarelyNoYes, then a direct ask on day 14
Call recordingsNoNoSometimesEvery call
Logged in a CRM with a next stepIn your headSometimesA message logYes, on your domain
Works your list of old quotesNoIf there is timeNoYes
Managed, and replaced if wrongYou are the managerYou are the managerNo named personManaged daily, we change the person
Pricing modelYour eveningsSalary plus overheadPer call or per minuteFlat monthly, CRM included
Pricing

Simple pricing, once you know it fits

Rather run the follow-up yourself? System Setup is $595 one-time and yours from day one. The Complete Business System is $995 one-time, lifetime. See what it actually costs to set up a CRM for a small business, or all pricing plans.

Most popular

Growth Engine

Priced to your volume in your free plan
Half-day coverage, every working day
  • A dedicated expert working only your estimates and leads
  • The AI CRM included, and yours to keep after 90 days
  • A manager reads every end-of-day report
  • Weekly voice recap from your expert
Book a 15-min Call

Growth Engine Pro

Priced to your volume in your free plan
Full-day coverage, everything included
  • Everything in Growth Engine
  • The Complete Business System owned from day one
  • AI assistant and Growth Plan session included
  • Weekly check-in with Daly
Book a 15-min Call

Growth Plan

$249 off your first month
Hear your own market first
  • A list of 50 of your ideal prospects, approved by you
  • All 50 called by a trained expert, every recording yours
  • A written plan built from what they said
  • A 30-minute session with Daly
Start my 50 calls
✓Wrong fit? We change the person, not the price.
Client reviews

What clients say once the follow-up is running

★★★★★

"He's really good at sales, but not the pushy stereotype. He comes off as trustworthy, because he is, and knowledgeable by educating you. Exactly how I'd want my own clients treated."

✓Verified clientUnited States · repeat client
★★★★★

"If I could give him 10 stars I would. Completely responsive to every single message. He really is the missing link we needed, and he genuinely cares about your success."

✓Verified clientUnited States · outbound sales
★★★★★

"So good that to this day we are still working together. Thanks to Daly and all the team for your work and professionalism."

✓Verified clientBelgium · repeat client
Questions

Straight answers about estimate follow-up

Within one working day, by phone. Then day 3, day 7 and day 14, each call with a different purpose.

Four touches over two weeks, ending with a direct ask. Then log why it stalled and check in next season.

Usually price shock, a decision maker who was not there, financing, timing, or nobody asking for a decision. A short call that names those reasons gets the real answer.

Never a price you have not set. Price changes and scope questions come back to you with notes and the recording.

Yes, often the best place to start, because those customers already know you. Send the list in any format.

A dedicated expert is priced to your lead volume and the coverage you need, half-day or full-day, with the system included. System Setup is $595 one-time.

Your open estimates deserve a phone call. Let's make sure they get one.

Tell us how your estimates go out today. You leave with a written follow-up plan, whether you work with us or not.