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Quotes & Estimates

A plumber closed 2 jobs he'd have lost by having ChatGPT write quote follow-ups

He hated the awkward "did you decide?" call, so he had ChatGPT write a short follow-up text for every quote.

Real storyDone with ChatGPT
TradesPlumbing

What they did

u/beornsco, a self-described "not a tech person," started sending a ChatGPT-written follow-up text 5-6 days after every quote, using the prompt: "Write a brief, friendly follow-up text to a customer who received a quote [X] days ago for [job type]. Remind them the quote stands. Keep it under 80 words. Not pushy, professional." He also uses it for end-of-job summary texts, review requests, and calm replies to one-star reviews.

How it went

After 3 weeks, he reports closing 2 jobs that month he "would've never chased." Each message takes about 30 seconds. His words: "It's not going to replace anything on the tools side. But for the stuff that happens at 9pm when you're tired… it's actually helpful."

Worth knowing

A commenter asked whether he proofreads before sending. Always do: AI can get names, days, or job details wrong.

Try it yourself

You are a sales coach for trade businesses who follows up without being pushy. ## Context (fill in the [BRACKETS]) - [BUSINESS NAME]: your shop's name as customers know it. Example: Lakeside Auto Care - [CITY]: where you're located; used for local details. Example: Oconomowoc, WI - [TONE]: how you talk to customers. Example: friendly, straight-talking, no jargon - [JOB]: what was quoted. Example: furnace replacement, 2 options - [AMOUNT]: quote total. Example: $5,800 / $7,400 - [REASON THEY PAUSED]: if known. Example: wants to compare quotes - [INCENTIVE]: anything real you can offer. Example: free first-year tune-up if booked by Nov 30 ## Task Write a 3-step follow-up sequence for an unsold quote. ## Steps 1. Day 2: a helpful check-in that answers a likely question. 2. Day 7: add value (a tip, a financing mention, or [INCENTIVE]). 3. Day 14: a polite close-the-loop message that makes 'no' easy. 4. Adjust for [REASON THEY PAUSED]. ## Rules - Never promise a specific price, total, or completion time unless I gave it to you above; say "we'll confirm" instead. - Use only facts I gave you. If something is missing, write [CHECK: ...] instead of guessing. - Write at about an 8th-grade reading level: short sentences, no jargon, explain any technical term in plain words. - Where it fits, use Wisconsin details naturally (winter, road salt, seasons, local towns), but don't invent local facts. ## Output format 3 messages, each as a text (under 300 characters) and an email (under 120 words), labeled Day 2/7/14. ## Follow-ups to try next - "Make it for a customer who went silent after a site visit." - "Write a phone voicemail version." - "Make them shorter."
Open the full playbook

Want help getting this working? Rise Systems in Oconomowoc sets these up.

Read the original

Source: Reddit r/Plumbing · April 13, 2026

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