Tip · Stale Estimate Follow-Up List
Keep a last-contact date on every estimate
A tip for contractors: write down the date of your last contact on every open estimate. A list sorted by days since that date shows where to start, and it keeps one customer from getting two follow-ups in a week.
The pilot
Stale Estimate Follow-Up List (pilot)
Our pilot sorts an export of your open estimates that way, groups them by age and drafts a follow-up for each, for you to review and send. A person checks every list first.
Pilot. The sample is made from invented data.