Same-day, day-3, and day-7 estimate follow-up

The problem

The estimate goes out. Then silence. Same-day thanks gets skipped. A day-3 check-in never happens. By day 7 the job is gone.

What SI does

From the estimate you already sent, SI drafts three notes on your schedule: a same-day thanks, a day-3 check-in, and a day-7 last note. Each draft names the job and uses your wording. It does not change the price. It does not add a fake deadline. Quotes you marked for a personal call are set aside.

Related in this library: Follow-ups for quotes and estimates that went quiet, Quote and estimate drafting, Lead follow-up from the first reply to your list.

Examples

The same job looks different in different businesses. These are examples, not client results.

• Two-crew roofing business

  A same-day draft thanks the homeowner for the visit and restates the job name. The price stays as the owner wrote it.

• Small HVAC company

  Day 3 asks if they have questions. Day 7 is a last note. Quotes the owner marked to call are left off the list.

• Landscaping crew

  The day-7 draft uses the owner's wording. It does not add a sale or a cutoff date.

What it takes to set up

GemmiSI sets this up on your own equipment and accounts; your data stays with you. Before connecting anything that holds customer information, the business checks the tool's terms. It also checks data practices. It sets access controls. It limits SI to the minimum necessary. Start with sample or made-up information. Use a read-only list of estimates you already keep. Save the three notes you want and the days they go out. Permission is to draft, not to send. We sit with you, plan the steps, and teach you to run it. Setup is often a few days.

Try it yourself

Paste this into your SI tool. Swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

From this estimate list [paste], draft a same-day thanks, a day-3 check-in, and a day-7 last note from this wording [paste]. Name the job. Do not change, discount, or promise a price. Do not add a fake deadline. Skip quotes marked for a personal call. Do not send anything. Texting rules vary; get consent and honor opt-outs. Pause and show me before sending, quoting, booking, ordering or changing anything. Use only the sample or made-up information I provide; do not include real customer names, addresses or payment details.