Estimate Follow-Up Automation.
A follow-up workflow for quotes and estimates that usually die in the owner's inbox. This guide exists to turn search traffic into a measurable workflow and then route serious buyers to the Local Business Stack.
Build the workflow in this order.
Tag estimate sent
Keep it simple enough that the business can run it this week.
Wait 24 hours
Keep it simple enough that the business can run it this week.
Send friendly follow-up
Keep it simple enough that the business can run it this week.
Escalate hot replies
Keep it simple enough that the business can run it this week.
Stop when won/lost
Keep it simple enough that the business can run it this week.
Apply this to a trade.
Get the local automation checklist.
Tell us the business type and we will send the first three systems to install.
Turn one useful page into a working funnel.
Pick a free tool, request a teardown, or buy the Local Business Stack to install the first practical system.
Add done-with-you setup.
If you want the first version adapted, tested, and documented, start with setup help.