Follow-up automation

Quote follow-up flow for a roofing company

Quote follow-up stopped relying on memory and became a clearer process that kept more jobs warm.

A simple follow-up system that helped keep quotes moving instead of going cold after they were sent.

The problem

Quotes were going out, but follow-up was inconsistent because the owner was juggling site work, calls, and paperwork at the same time.

I set up a lightweight follow-up flow with reminders, clear owner prompts, and a better way to see which quotes still needed attention.

The business stayed in front of warmer leads for longer and wasted less time trying to remember who needed chasing next.