Home Services
Contractor estimate follow-up system
An engagement-scoring system tells a remodeling contractor exactly which estimates need a personal follow-up.
The Story
A remodeling contractor was losing winnable deals because estimates sent to homeowners went cold without consistent follow-up, and the team had no way to tell which leads needed a personal nudge versus which were quietly moving forward. We built an automated system that scores every estimate by engagement level and flags which genuinely need a personal touch.
How it Works
- Engagement-based lead scoring
- Automated follow-up sequencing based on estimate activity
- Personal-touch alerts for high-value stalled deals
- Full pipeline dashboard showing every active estimate
