03 · Estimate Follow-Up & Replacement Pipeline
Your biggest jobs are sitting in unsold estimates.
Replacement decisions take days, spouses, and second opinions. The company that stays in touch, politely and with useful information, usually wins. Manual follow-up never survives July. Ours does.
What it does
Follow-up sequence triggered the moment an estimate is sent: text, email, and a callback task.
Plain-language explainers: repair vs. replace, SEER2 (Seasonal Energy Efficiency Ratio 2) ratings, what the warranty covers.
Financing and monthly-payment reminders, rebate and tax-credit deadlines where they apply.
Aging-equipment campaigns: customers with 12+ year-old systems get a proactive replacement check-in.
Pipeline view of every open estimate, its value, and its last touch.
Why it matters
A single saved change-out often pays for months of the retainer. Most shops have tens of thousands of dollars in open estimates nobody has touched in two weeks.
Fit for: Shops sending 20+ estimates a month, and anyone whose comfort advisor is also the owner.