The service · Atlanta metro
Follow-up for your
unsold HVAC quotes.
We contact homeowners who received your replacement estimate but haven’t booked. You approve the messages, we handle the follow-up, and interested replies come back to your team.
Book a free fit callHow the service works
From an open quote
to a next step.
You bring the estimates.
We run the follow-up.
You keep the customer relationship.
- 01TOGETHER
Choose the open quotes.
We review up to 50 unsold replacement estimates from the last 90 days. You confirm which homeowners we can contact.
Start with your existing estimate list. - 02YOU APPROVE. WE SEND.
Get the follow-up moving.
You approve the messages, timing, and contact method. We make up to three follow-ups per eligible estimate and monitor replies on weekdays.
Nothing goes out before you approve it. - 03YOUR TEAM TAKES OVER
Talk to interested homeowners.
We send interested replies back with the conversation context. Your team handles the next call, updated pricing, and final scheduling.
A weekly report keeps you in the loop.
What we handle
The follow-up work.
- Review and organize up to 50 eligible estimates from the prior 90 days.
- Prepare the wording, timing, and contact approach for your approval.
- Make up to three approved follow-ups per estimate, stopping when appropriate.
- Monitor replies on weekdays and hand interested homeowners back to your team.
- Keep a record of outreach, responses, handoffs, and outcomes your team confirms.
What stays with you
The customer relationship.
- Approve the eligible records and authorize the contact method before outreach.
- Confirm that the estimate is still valid and the homeowner can be contacted.
- Provide a person who can respond to interested homeowners.
- Handle technical advice, revised pricing, financing questions, and final scheduling.
- Fulfill the work and confirm booked jobs or sales for reporting.
Try the service on your own quotes
50 estimates.
30 days.
See what comes back.
Start with a fixed-fee pilot. We do the agreed follow-up work, show you the responses, and review the results with you.
This is a fit if you have:
- Around 15 or more open replacement estimates from the last 90 days.
- A gap in your current follow-up.
- Someone ready to respond to interested homeowners and capacity for installation work.
The fee covers the follow-up work. It doesn’t guarantee bookings or sales.
Up to 50 eligible estimates
Here’s what you’re buying:
- Review of your open replacement estimates
- Up to 3 approved follow-ups per estimate
- Weekday monitoring of homeowner replies
- Interested replies sent back to your team
- Weekly reporting + an end-of-pilot review
Start with a free 10-minute call. No payment on this page.
Stop after the pilot or continue at $750/month for the same scope, plus any agreed software costs. No automatic renewal.
A few things you might be wondering
Before you
hand us the list.
What exactly am I paying for?
A managed follow-up service for estimates your company has already sent. During the $500 pilot, we review up to 50 eligible estimates, make up to three approved follow-ups per estimate, monitor replies on weekdays, send interested conversations back to your team, and report on the work each week.
Which estimates can go into the pilot?
Unsold residential HVAC replacement estimates from the prior 90 days. We review up to 50 records with you before starting and exclude sold jobs, closed opportunities, opt-outs, and anyone you cannot authorize us to contact. Around 15 or more eligible estimates is a useful starting point for a pilot.
Do I need to change my CRM or buy new software?
We start by reviewing how your team already keeps estimates and contacts homeowners. A usable export or agreed access may be enough. We confirm the workflow and any required tools before starting; no specific CRM integration is assumed.
Who approves the messages and handles replies?
You approve the wording, timing, and contact method before outreach begins. We monitor replies on weekdays, record the outcome, and route interested homeowners to your team. Your team handles technical advice, quote changes, final scheduling, and the work itself. We stop contacting anyone who opts out.
What will I see in the weekly report?
You will see which estimates were contacted, how many follow-ups were made, the replies received, and which conversations were handed back to your team. We record booked work or sales only when your team confirms them; an interested reply is not counted as a sale.
What happens after the 30 days?
We review the activity, outcomes, and value together. You can stop after the pilot or choose to continue at $750 per month for the same scope, plus any agreed software costs. There is no automatic renewal.
Do you guarantee booked jobs?
No. The pilot pays for the agreed follow-up work, reply handling, and reporting. Homeowners may have already chosen another contractor or changed their plans. We do not guarantee bookings, sales, revenue, or profit.
The next step is a conversation
Got open quotes?
Let’s look at them.
Request a free 10-minute fit call. We’ll ask about your open estimates, how you follow up now, and whether you have room for more work.
- 01 Tell us about your HVAC company.
- 02 We’ll email you to arrange a call.
- 03 If it fits, we agree on the pilot before you pay.
For independent HVAC companies across Atlanta, Marietta, Alpharetta, Roswell, Decatur, and the surrounding metro.