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Quotes & Estimates

Follow up on every unsold estimate

A 3-message follow-up sequence you can send by hand or load into your software.

Playbook
Works forAUAuto repairBDAuto bodyHVHVACPLPlumbingELElectricalGDGarage doors

Who it's for

Anyone with a stack of 'let me think about it' quotes.

What you'll have at the end

A 3-message follow-up sequence you can send by hand or load into your software.

Time and cost

30 minutes once. Free. Time saved: estimate.

Before you start

  • A list of open estimates (name, job, amount, date sent)

Step-by-step

  1. Open chatgpt.com (or claude.ai) and sign in.

    What you'll see: home screen

The prompt

0 copies

Fill these in

FieldWhat it meansExample
[BUSINESS NAME]your shop's name as customers know itLakeside Auto Care
[CITY]where you're located; used for local detailsOconomowoc, WI
[TONE]how you talk to customersfriendly, straight-talking, no jargon
[JOB]what was quotedfurnace replacement, 2 options
[AMOUNT]quote total$5,800 / $7,400
[REASON THEY PAUSED]if knownwants to compare quotes
[INCENTIVE]anything real you can offerfree first-year tune-up if booked by Nov 30
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."

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

Follow-ups

Make it for a customer who went silent after a site visit.
Write a phone voicemail version.
Make them shorter.

What good output looks like

Each message gives a reason to reply, and the last one makes 'no' easy.

If it goes wrong

  • Too salesy: 'remove pressure words like act now.'
  • No incentive available: tell it to use a helpful tip instead.

Level up

Jobber and Housecall Pro can send quote follow-ups automatically. Pros: it never gets forgotten. Cons: generic unless you edit the templates.

Worth knowing

Respect opt-outs. Texting at scale needs A2P 10DLC registration.

Wisconsin angle

Tie timing to the season: 'before the first deep freeze.'

Source: Wisconsin Trades AI editorial

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