Step 01
Send the link immediately
Deliver the estimate while the site visit is still fresh in the client’s mind.
Playbook
Send and follow up with perfect timing
Keep estimates warm with one-link delivery, status visibility, and follow-ups that happen before the job goes cold.
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Playbook details
Send and follow up with perfect timing
Most lost jobs are not lost on price — they go quiet. This playbook helps you send once, track what happened, and follow up while the homeowner still remembers the visit.
- Send one secure link instead of attachment chaos
- Watch viewed vs not-viewed status before you chase
- Follow up with context, not a generic “just checking in”
- Keep the conversation tied to the same estimate record
Apply this week
Three moves that make the difference
Use this sequence on your next estimate — no homepage overview, just the playbook.
Step 02
Check engagement
See whether the estimate was opened before you decide how hard to follow up.
Step 03
Nudge with purpose
Reference the scope, options, or next step so the follow-up feels useful.
Field tips
What experienced crews do differently
- First follow-up within 24–48 hours if unopened
- If opened but unsigned, ask which option they are deciding on
- Keep one thread of truth inside the estimate record
