"If I don't chase an estimate the same day it goes out, it usually goes cold. Most weeks I just don't get to it."
Automated quote follow-up
A follow-up sequence built on your existing CRM or inbox, not a new platform.
Key assumption: roughly 15 quotes go out per week and follow-ups are currently written one at a time. If your volume is much lower, this drops down the roadmap.
Will it stick here?
Process scored loose here: today the follow-up steps live in one person's head. The report says that out loud and sequences the fix, instead of recommending the tool anyway.