Roofing company, Toronto
This roofing contractor was sending out plenty of estimates each month, but following up on them consistently was another matter. We built an automated nurture sequence so every quote gets the same careful attention, whether the team remembers to chase it or not.
THE SITUATION
Once an estimate went out, it was up to sales staff to remember who needed a follow-up call and when. In practice, some homeowners got called two or three times while others never heard back at all. The inconsistency wasn't for lack of effort, it was just too much to track by memory and sticky notes, and it showed up in the numbers.
WHAT WE BUILT
A follow-up sequence starts automatically the moment a quote goes out, so nothing depends on someone remembering.
Reminder messages go out at intervals that give the homeowner room to think without letting the conversation go cold.
Customer engagement, like opens and replies, is tracked automatically in the background.
Prospects who show interest are flagged right away for a personal follow-up call.
Quote status updates flow into the CRM automatically, so the team always knows where things stand.
THE RESULT
Every estimate now gets consistent, timely follow-up, no matter how busy the week gets. The sales process feels steadier and far less dependent on any one person's memory or workload. It was genuinely satisfying to watch a process that used to rely on guesswork turn into something the team could count on.
100%
quotes followed up