Following Up on Estimates

Following Up on Estimates

The fortune is in the follow-up. Here's how to close more deals.

Automatic Follow-Ups

Set up automatic reminders:

1. Go to Settings → Follow-ups
2. Enable "Automatic Follow-ups"
3. Set your schedule:
   • First follow-up: 2 days after sending
   • Second follow-up: 5 days after sending
   • Final follow-up: 10 days after sending
4. Customize message templates

Manual Follow-Up

To follow up manually:

1. Go to Estimates → Sent
2. Find the estimate
3. Click "Follow Up"
4. Choose: Email, Call reminder, or SMS
5. Customize your message
6. Send

AI Follow-Up Messages

Let AI draft your follow-up:

1. Click "Follow Up" on any estimate
2. Select "Generate with AI"
3. AI creates a personalized message
4. Edit if needed
5. Send

Track Opens and Views

Know when clients engage:

• Blue dot: Estimate has been viewed
• View count: Number of times opened
• Last viewed: When they last looked

Use this info to time your follow-up calls.

Follow-Up Best Practices

• Follow up within 48 hours if not viewed
• Call (don't just email) after 3-5 days
• Mention specific project details
• Create urgency with limited-time offers
• Know when to stop (after 5 attempts)