Free swipe pack · contractors + home services

Steal the contractor quote follow-up that keeps estimates from dying in the homeowner’s inbox.

Built for remodelers, roofers, landscapers, cleaners, painters, flooring shops, pool companies, and local trades that send estimates but do not have a reliable next-action queue. Use the scripts manually first. If replies show up, turn the cadence into a human-reviewed automation.

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Use this when
01

Homeowners go quiet.

You walked the job, sent the estimate, and now the next touch depends on memory, sticky notes, or whoever opens the inbox.

02

Price questions stall the deal.

The customer may need scope options, scheduling clarity, financing direction, or one sentence explaining what is included.

03

The quote queue has no owner.

No one can quickly see quote value, sent date, next follow-up, objection, start window, and close/lost reason.

7-day contractor cadence

Follow up like a pro, not a pest.

Day 0

Send the estimate with the scope, exclusions, decision step, and earliest realistic start window.

Owner-approved send
Day 1

Confirm the estimate landed and invite questions before the homeowner starts comparing unclear options.

Light received check
Day 3

Clarify what is included, what is not, and which part of the job protects the outcome they care about.

Scope clarity touch
Day 5

Offer a simpler version if budget/timing changed, or ask whether they want the current start window held.

Options without discounting
Day 7

Close the loop politely so the queue is clean: keep open, revise, schedule, or archive for later.

Clean pipeline

Guardrail: do not auto-send pricing, legal, safety, financing, or warranty claims. Draft first. Human approves. Then send.

Swipe copy
Day 1 · estimate received?
Subject: Quick check on the estimate Hi [Name] — quick check that the estimate came through cleanly. If anything is unclear, send me the question and I’ll tighten it up. If it looks good, the next step is [approve / deposit / pick a start window]. — [Your Name]
Day 3 · scope clarity
Subject: One note on the [project] estimate Hi [Name] — one thing I wanted to make clear: this estimate includes [important included item] and excludes [important excluded item], so there are no surprises later. If you want a simpler version, I can show the smallest scope that still solves [main problem].
Day 5 · hold the window
Subject: Start window for [project] Hi [Name] — I still have [start window / production slot / install date] available for this. Do you want me to hold it, revise the scope, or release the estimate for now?
Day 7 · close the loop
Subject: Should I close this out? Hi [Name] — should I keep this estimate open, revise it, or close it out for now? No pressure either way. I just don’t want to keep nudging you if the timing changed.
Automation map

Turn the follow-up into a queue.

Track the minimum fields

  • Customer + job type
  • Estimate value + sent date
  • Next follow-up date
  • Start-window sensitivity
  • Reply / objection / lost reason

Let AI draft, not decide

  • Summarize the job and estimate context
  • Draft the next touch in your tone
  • Flag stale quotes each morning
  • Suggest scope-adjustment language
  • Require owner approval before customer-facing sends

Want the first version mapped against your tools?

DIY: use the $27 Operator Quickstart to build one human-reviewed estimate follow-up queue. Done-with-you: request the $499 Revenue Leak Audit and I’ll map your quote leak, owner-review rules, first automation spec, and 7-day install plan.

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