Illustrative workflow

Following Up on an Open Estimate

The open estimate is enrolled in a follow-up sequence. Each message has a purpose: a helpful question, an explanation, and an easy booking step. The sequence stops when the homeowner replies, books, opts out, or the team decides.

Starting event

A roofing estimate has been sent. The homeowner has not responded after a defined period.

How the workflow moves

1
System
Identifies the estimate as open after the configured wait period.
2
System
Enrolls the contact in the follow-up sequence.
3
System
Sends message one: a helpful question about the estimate.
4
System
Sends message two: an explanation of next steps.
5
System
Sends message three: an easy booking link.

Exception branch

If the homeowner replies at any point, the sequence stops immediately. The reply routes to the assigned owner for a personal response. No further automated messages send.

Sample output

Message one: 'Hi [Name], we sent your estimate on Tuesday. Do you have any questions about the scope or pricing? Reply here and we will help.'

Illustrative sample. No real customer data or achieved metric.

Measurement definitions

Follow-up coverage

Open estimates enrolled in the sequence during the period.

Progression

Open estimates that moved to a booked job or a closed decision.

Reply rate

Enrolled contacts that replied to at least one message.

Opt-out rate

Enrolled contacts that unsubscribed from the sequence.

Related service

Questions about this workflow

A small number with a clear purpose each time. A fixed number of messages does not guarantee a sale.

Apply this to your business

A strategy session identifies whether this workflow fits your operation and what to build first.

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