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Campaign

SMS + Voice

Chase every open quote until it closes — or you get a clean no.

Most quotes don't get a decision; they get forgotten. This campaign follows up on a cadence, answers the questions holding up the decision, and offers to book the work.

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C

Campaign

SMS · Verbose agent

Active
Hi Sam — following up on the AC install estimate from Tuesday. Any questions I can answer?
Just timing — how soon could you start?
As early as Thursday. Want me to hold the 8–10 AM window?
Yes please.
✓ Install booked · Thu 8–10 AM

Recover revenue from the quotes that would have gone silent.

How it works

What the campaign actually does

01Start when the quote goes outThe campaign begins the moment an estimate is sent.
02Follow up with purposeTimed check-ins answer objections and remind the customer what's waiting.
03Book or close outIt schedules the work when they're ready, or marks a clear no so your pipeline stays honest.

By industry

What this looks like in your business

All industries →
HVAC & Home Services

Open install estimates followed up until the job is on the calendar.

See HVAC →Automotive

Approved service quotes nudged so the work actually gets booked.

See Automotive →Insurance

Sent quotes followed up before they lapse or shop elsewhere.

See Insurance →

More campaigns

Run these together

Speed-to-lead follow-upSMS + Voice

The moment a lead arrives from a form, ad, or missed call, the agent reaches out — then runs a multi-touch cadence across text and voice until they reply or book.

Learn more →
Outbound qualification callsVoice

The voice agent works through a list — new leads, aged leads, or a bulk import — qualifies each on a natural call, and warm-transfers or books the ones that are ready.

Learn more →
Appointment reminders & confirmationsSMS

Automated confirmation and reminder texts go out on your schedule. Customers can confirm, cancel, or reschedule right in the thread, and the calendar updates itself.

Learn more →

See the quote & estimate follow-up campaign run on your list.

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