Quote Follow-Up Agent
by Katexs
Re-engages cold estimates before they go to a competitor.
Overview
Every estimate you send that goes cold is money left on the table. This agent follows up on quotes automatically — by voice or text — re-engaging homeowners who requested a quote but never booked. It handles objections, answers common questions, and pushes hesitant leads to schedule. You set the cadence; the agent runs it without forgetting a single name.
What it handles
- Follows up on estimates within 48 hours of no response
- Answers pricing and scope questions from the quote
- Handles objections like 'need to think about it' with rebuttals
- Books the job directly into your calendar when the lead says yes
- Logs every touch in your CRM with outcome tags
Channels
Integrations
Workflow
- 01
Quote Sent
Agent monitors your CRM for estimates marked 'pending' over 48 hours.
- 02
First Touch
Sends a personalized SMS or makes a voice call referencing the exact quote.
- 03
Handle Objections
Answers questions, addresses concerns, and overcomes stalls in real time.
- 04
Book or Nurture
Closes the booking into your calendar or schedules the next follow-up automatically.
What you'll need
- CRM or quote tracking system
- Calendar integration
- Quote templates or pricing sheet