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Chases the quote
Quote Chaser & Reactivation
Every quote chased, every quiet lead checked on, every past customer brought back.
Best for
- Quotes that never get an answer
- Leads that go cold
- Past customers who never came back
90 days
of follow-up on every quote
- Day 0Day 0
TextPlanned
Here's your roof repair quote. Questions? Just reply here.
- Day 2Day 2
EmailPlanned
Photos of similar roofs we've fixed, and what's included.
- Day 5Day 5
TextPlanned
Spring slots are filling up. Want me to hold one for you?
- Day 14Day 14
TextPlanned
Still thinking it over? Happy to walk you through it.
- Day 30Day 30
EmailPlanned
A quick note before the busy season starts.
- Day 90Day 90
TextPlanned
Should I close this quote, or keep it open for you?
After the day 5 text
How it runs
6 steps, trigger to done.
Hover a step to find it in the flow.
- 01Trigger
Starts when a quote goes out, a lead goes quiet, or a past customer is due for service.
- 02Pace
Sends a paced mix of texts and emails over days, weeks and months.
- 03Listen
Tracks opens, clicks and replies, and stops the moment someone answers.
- 04Answer
Replies to questions and to "not yet" the way a good office manager would.
- 05Book or hand off
Books the job, or hands it to your team with the full history.
- 06Update
Moves the deal along in your CRM, so the pipeline stays honest.
In practice
Every sequence stops the moment someone replies, and anyone can opt out with one word.
What it handles
- Chasing every quote, not just the big ones
- Checking in with leads who went quiet
- Seasonal reminders: tune-ups, spring clean-ups, yearly inspections
- Knowing when to stop
What you approve
- How often it follows up, and on which channels
- Every message template
- Which replies come straight to you
What we need to start
- Your open quotes and past customer list
- Access to your CRM or job software
- Your seasons: what work comes due when
Works with
- HighLevel
- Jobber
- Twilio
- Gmail
- Claude
- Google Calendar
- Telegram
Want this running in your business?
Tell us how you work today. We will show you what this would look like for you, and what it would take.