Service · Follow-up automation
Follow-up automation for commercial contractors
Follow-up automation is a CRM plus the text and email sequences that run from it. Every lead gets a reply within minutes. Every quote gets chased until it is won or lost. Every past customer hears from you when the next job is due. Most contractors lose more work after the call than before it. This fixes the after.
Who it is for
Who this is for, and who it is not for.
- Quotes go out and nobody chases them.
- Leads from the website sit in an inbox until someone remembers.
- Past customers only hear from you when they call.
- Your trade has recurring work: maintenance contracts, seasonal service, annual inspections.
- Anyone who wants to blast cold lists. This is follow-up with people who contacted you or bought from you. Cold outreach is what our sister company Smarter Outbound does.
- Residential-only companies.
- Businesses that will not keep the CRM updated. The sequences only work if the status is right.
The service
What is included.
- ✓CRM setup — one pipeline: new, contacted, quoted, won, lost. On a mainstream platform, in your name, or the one you already have if it fits
- ✓Instant reply — a text and an email within minutes of a form or a missed call, saying who will call and when
- ✓Quote follow-up — a short sequence after every quote until it is won, lost or the buyer says stop
- ✓Review ask after the job — the ask goes out when the job closes, feeding the review system
- ✓Seasonal and maintenance reminders — tune-ups, inspections, floor care, roof checks, when they come due
- ✓Old-quote re-engagement — quotes that went quiet get one honest check-in a quarter later
- ✓Pipeline report — what came in, what was quoted, what was won, and where it stalls
- ✓Your data — the CRM, the contacts and the history are yours; nothing is locked in our account
How it works
How it works, week by week.
Set up the CRM
Stages agreed, your existing quotes and customers imported, your team shown the three things they need to update.
Nobody waits
Form and missed-call replies live, connected to lead capture if you run it.
Quote chase and review ask
Quote follow-up written in your voice and switched on. Review ask tied to job completion.
Past customers hear from you
Seasonal reminders and old-quote check-ins running. Monthly report on where the pipeline stalls.
What it costs
Pricing follows the audit.
What this costs depends on your market, how many cities you serve and which services you take. We do not publish a price list and we do not quote before we have looked. The free visibility audit comes first; it shows what needs doing, and the quote follows from that. Ask about pricing through the same form.
Straight answers
Questions owners actually ask.
Which CRM do you use?
The one you have, if it fits. Otherwise a mainstream platform set up in your name. We do not sell a locked-in tool.
Will customers find automated texts annoying?
Not if they are short, timely and few. A reminder three days after a quote is welcome. Ten messages are not. We write them the way your office would, and every one has a way to stop.
Does this replace a salesperson?
No. It makes sure the salesperson never forgets a quote and never misses the season. The human still closes.
Is this compliant?
Yes. Messages go to people who contacted you or bought from you, they identify your company, and they include a way to opt out. We register the numbers for business messaging.
What do we have to do?
Keep the status right: when a quote goes out, when a job is won or lost. Three clicks a day. The rest runs on its own.
Free · No obligation
See where your quotes go to die.
The audit includes a look at what happens after the call: how fast leads get a reply, whether quotes get chased, and whether past customers ever hear from you. The fix is usually simple, and it pays for itself fast.