Home Services · Outbound

Quote & Estimate Follow-Up

Follows up on estimates and quotes that went quiet, asks what's holding the customer up, and sends the quote and a booking link by text or email when the call ends. It never negotiates.

The challenge

Most quotes don't get a no. They go quiet.

Where it breaks down:

Customers get a quote and then hear nothing.


What it costs:

They book with whoever calls them next.

Following up on every open quote is a job nobody has time for.


What it costs:

The warmest leads go cold.

The sticking point is rarely the price alone.


What it costs:

It could be timing, a question, or a second opinion, and nobody asked.

The approach

We kept the follow-up light: ask what's holding it up, and make the next step easy.

  1. A quote that went quiet may still be a customer who wants the work.
  2. One friendly call can find out why it stalled.
  3. No pressure: a no is a fine answer.

The agent had to:

  1. Reach customers with open quotes who have agreed to be contacted.
  2. Ask what's holding it up, and record the answer.
  3. Send the quote and move on, or book the next step if the customer is ready.
The solution

A RevAIvo Voice agent that follows up on quotes that have gone quiet.

1

Your list, with consent

Works only the customers on the list you provide, who have given your business their consent to be contacted.

2

Finds the sticking point

Asks what's holding up the decision, such as timing, a question about the work, or another quote, and records the answer for your team.

3

Consent first

The first text carries the quote and a booking link, and asks the customer to confirm they would like text updates. Later texts go only to customers who confirm.

4

A person for the negotiation

Discounts, price changes, and scope changes go to your team. The agent never negotiates.

It brings in your team when…

Scoped narrow on purpose. Where you've set a number it can connect the caller; otherwise it logs a callback request for your team.

  • The customer asks for a discount or a change to the quote.
  • The customer has a question about the scope of the work.
  • The customer asks to stop calls. The request is recorded for your team.
  • The customer asks for a person.

What the call sounds like

Illustrative exampleNot a recorded call
Agent

Hi, is this Tom? This is Brightwater Heating & Air. We sent you a quote for a new water heater a couple of weeks ago, and I wanted to check in. Do you have any questions?

Customer

I've been comparing a couple of options. I'm not sure about the timing.

Agent

That's reasonable. Is it more the timing, or something about the quote?

Customer

Mostly timing. My old one still works.

Agent

Understood, and there's no pressure. I'll note that for the team. When we hang up I'll text you the quote again so you have it handy, with the booking link for when you're ready. The text will also ask you to confirm you'd like text updates from us, and I won't send more unless you do.

Afterward: The details here are made up for illustration. The agent doesn't negotiate or press. The note is recorded for your team, and the text goes out when the call ends.

Sent after the call

TextWhen the call ends

Hi Tom, this is Brightwater Heating & Air. Here is your water heater quote again: brightwater.example.org/quote. Book whenever you're ready: brightwater.example.org/book. Tap to confirm you'd like text updates from us: brightwater.example.org/texts. To stop texts at any time: brightwater.example.org/stop

The first text asks the customer to confirm they would like text updates. Later texts go only to customers who confirm. Messages go out when the call ends, and the wording is illustrative.

What changes for your team

An illustrative scenario:

160quote follow-up calls a month your team wouldn't have to make
13 hoursof staff time back each month
Every calllands in RevAIvo Pulse with its outcome, ready to review

Say your team handles 400 quote follow-up calls a month, and the agent takes 40% of them end to end, at an assumed 5 minutes a call. These figures are assumptions for illustration, not customer results.

In a pilot we measure this with you, on your own calls in RevAIvo Pulse: calls connected, when customers pick up, and outcomes by disposition.

The result

Quiet quotes followed up, the real sticking points on record, and the warmest leads kept from going cold.

One friendly call where nobody had time for any.

Similar use cases

All home services use cases

Hear it on your own scripts.

Book a live call and we'll scope this to one call type, using your own scripts and rules.

Book a live call

These use cases are illustrative and for informational purposes only. The organizations, people, phone numbers, links, and messages shown are fictional examples, and any resemblance to real businesses or individuals is coincidental. Scenario figures are assumptions, not customer results. Actual results depend on your call volumes, scripts, and setup.