The problem
Every estimate you don't follow up is two hours of free work.
You meet the customer, look at the job, work up the numbers, and send the quote. If nobody follows up, you just gave that time away. Most people who go quiet didn't pick another company. They got busy, and the job goes to whoever reaches out next.
Ask yourself
- Out of every 10 estimates, how many do you chase a week later?For most busy owners, the honest answer is two or three.
- Where is the quote you sent last Tuesday?In a text thread, a notebook, or your head while you run today's job.
- When a customer goes quiet, do you drop your price?A friendly check-in usually works better than a discount.
Leaky estimate calculator
What are quiet estimates costing you?
Use your own numbers. Nothing here is saved or sent anywhere.
Autopilot Monthly costs $2,364 a year. One extra job a month covers that many times over.
Example numbers are filled in. Change them to match your business. Results are estimates, not a guarantee.
How follow-up works
Persistent, not pushy
Each new lead gets the same proven schedule. After Day 14, they keep hearing from you every couple of months, then twice a year, with something worth reading every time.
First contact
Quote or estimate goes out, with a thank-you note and next steps.
Quick check-in
A short, friendly bump asking if they have questions.
New angle
A different reason to act: timing, a review, a financing option.
Close the loop
A friendly "I'll check back in a couple of months," so the door stays open.
2 MO
Stay in touch
4 check-ins, about one every 2 months, each with something useful.
6 MO
Long-term
A check-in twice a year, so you're the first call when they're ready.
Stay-in-touch emails people actually open
Never just "still interested?" Each check-in brings something useful:
- A seasonal tip
- AC tune-up reminder before summer
- Roof check after storm season
- Insurance review before renewal
- A recent job photo
- A limited-time offer
Every email has a one-click unsubscribe. When a lead replies or books, they come off the list automatically.
What you get
A working lead system in about two weeks, built on Pipedrive
Your own Pipedrive account
Set up in your business name, with every lead in one place and stages that match how you sell: New, Quoted, Follow-up, Won, Lost.
Your contacts imported
We clean up your spreadsheets, phone lists, and old emails and load them in.
Emails in your voice
3 to 5 ready-to-send templates: first contact, quote follow-up, "still interested?", and a past-customer check-in.
Follow-up done for you
Every week we send your follow-ups from your own email: Day 1, 3, 8, and 14, then every 2 months and every 6 months. Anyone who replies comes off the list.
Notes on every lead
What was sent and when, so you always know where a deal stands.
A 30-minute walkthrough
We show you your pipeline, the follow-ups we sent, and the replies, so you always know where every job stands.
Pricing
One setup fee. Monthly help is optional.
Setup
- Pipeline built for your business
- Contacts imported and cleaned
- 3–5 email templates
- Follow-up emails written for every step
- 30-minute walkthrough
Autopilot Monthly
- You send us each new quote: forward the email or text a screenshot
- We write your stay-in-touch emails: seasonal tips, reminders, job photos, offers
- We send your follow-ups every week from your email, and stop them when someone replies
- We keep the pipeline clean
- Seasonal email to your past customers
- Monday hot list: new leads, replies, and the estimates to call this week
- Monthly report: leads, replies, jobs won
Autopilot Plus
- Everything in Monthly
- Text-message follow-up to your leads
Setup gets your account, contacts, and emails ready; the weekly sending is part of the monthly plan. The monthly plan is month-to-month, no long-term contract. Your system runs on Pipedrive. You pay Pipedrive directly for your subscription (Growth plan, currently $39 per user per month billed annually), so your account and customer data always stay yours.
The first 3 businesses get setup for $397 in exchange for a short testimonial.
Who it's for
Owner-run businesses that give quotes
How we work together
- Day 1Discovery call (20 min)How leads come in today and where they get lost.
- Days 2–7BuildPipeline set up, contacts imported, templates drafted for your approval.
- Days 8–10LaunchFirst follow-ups go out to your existing open leads.
- Day 14WalkthroughWe review what's running and the early replies.