Sales & Revenue
Estimate Follow-Up Worker
Follows up on open estimates until there is an answer.
“I'm sure they'll call us” is not technically a sales process.
Tracks every quote you sent that nobody answered, follows up on the cadence you choose, answers the routine questions from information you approved, and brings you anything about price.
The scope of the job
Both columns matter. The right one is where the worker stops, and it is the same list whatever you ask it.
What it handles
- Knows which estimates are still open and how old they are
- Follows up on a schedule instead of when someone remembers
- Answers routine questions about the quote
- Tells you when it is time to stop chasing
What it will not do
- Does not change a price or offer a discount
- Does not renegotiate scope
- Does not chase past the point you set
What it works with
Tools it typically uses
- CRM or field-service platform
- SMS
- Calendar
What you may need to connect
- Where your estimates live
- Your follow-up cadence
Approval and safety
Pricing and discount decisions always escalate to you. Follow-up messages send under your configured policy.
Employment record
Kept for the file. It is software, and it does not mind us saying so.
- Persistence
- Polite. Relentless.
- Gives up after
- Whenever you tell it to
What happens after you hire it
After checkout we configure this worker for your business, connect the tools it needs, test the job, and put it to work. Available to hire means we are ready to build it for you — not that a copy is already running.
Most deployments target 1–2 business days. External access or an unusual integration can take longer.
Often hired alongside
Lead Revival Worker
Finds old leads everyone forgot about and checks whether they are actually dead.
Lead Response Worker
Makes sure new leads get a response before they forget why they called.
Invoice Follow-Up Worker
Follows up on ordinary unpaid invoices using your approved policy.