Quote follow-up for service businesses

You send the quote.
We handle the follow-up.

Keep unanswered quotes off your mental to-do list. Our pilot is designed to handle routine follow-ups and alert you when a customer responds—so you can take it from there.

Ask about our pilot

An email conversation to see whether we're a fit. No call required.

What the handoff looks like
Your business sends a quote

The customer has your estimate. You're ready for their decision.

We handle the routine nudge

“Hi Sam, just checking whether you had any questions about your quote.”

You get the customer response

“We're interested. Do you have availability next week?”

Your decision. Your conversation.

Illustrative example of the intended pilot workflow.

A clear division of work

The routine work is ours.
The decisions stay yours.

01 / Agree on the approach

You approve the messages.

We agree on which quotes to follow up on, what to say, and when to send reminders. The approach fits your business.

02 / Keep track

We manage the follow-up.

We track unanswered quotes and handle the agreed reminders, with monitoring and adjustments to the wording as needed.

03 / Bring you back in

You handle what comes next.

When a reply arrives, reminders stop and we bring it to your attention. You answer questions, discuss prices, and confirm the work.

Stay in control.
Stop keeping it all in your head.

For businesses that email quotes and want help keeping up with the follow-through. A practical starting point for cleaning, painting, landscaping, and similar services.

We work with your existing inquiries and quotes. You remain the person your customer turns to for advice and decisions.

  • Approved communicationMessages and timing agreed with you before the follow-up begins.
  • A clear handoffCustomer questions, interest, and counteroffers brought back to you.
  • Your authority, throughoutYou set prices, offer discounts, confirm availability, and accept jobs.
  • Visibility into the workA monthly activity summary, email support, and adjustments to your follow-up messages.

A few things worth knowing.

What happens when a customer replies?

The agreed process stops further reminders and alerts you to the response. You handle the conversation from there. Before starting, we agree on the alert method and monitoring hours so you know what to expect.

Will you negotiate or book work for us?

No. Pricing, discounts, availability, scheduling, and commitments remain with your business. Our role is to manage routine quote follow-up and bring replies to your attention.

What if we already use quoting software?

Tell us what you use. If your existing tools already handle follow-ups well, you may not need this service. We check the fit before agreeing to a pilot.

How does the pilot work?

We're inviting businesses to discuss an initial paid pilot while we finish testing the workflow. We start by understanding your quote process, then agree on scope, price, message approval, and who handles each step before any work begins. Pilot follow-ups will be reviewed by a person.

Let's start with your workflow

Who follows up when
your customer goes quiet?

Email Matt with the type of business you run and how you currently send quotes. We'll see whether Whitbranch can take the routine follow-up off your plate.

Ask about our pilot