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Follow up on open estimates automatically

Send polite follow-ups on quotes that have not been accepted.

Estimated time saved

Estimated: 1–2 hours a week of follow-up calls and emails. (Estimate; results vary.)

Tools
  • Zapier or Make
  • Google Sheets
  • ChatGPT
  • Gmail or Outlook

The problem

Contractors send estimates and never follow up, so jobs go to whoever calls back.

Step by step

  1. 1Log every estimate with date, customer and amount in a sheet or CRM.
  2. 2Set Zapier or Make to trigger at 3 and 10 days with no answer.
  3. 3Use ChatGPT to draft short, personal follow-ups.
  4. 4Stop the sequence when the job is won or lost.

Copy-paste prompt

Prompt
Write two short follow-up emails for an estimate we sent [customer] on [date] for [job]. First one friendly check-in at 3 days, second one at 10 days offering to answer questions or adjust scope. No pressure tactics.

Review AI output before using it. Don’t paste confidential, customer or patient data into tools your company hasn’t approved.

Get this built for your business

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