A missed follow-up is a cold customer and a stalled job. This is the workflow that never forgets one.
First 60 days
Illustrative scenario, not a specific customer. Figures show the kind of outcome this workflow drives and depend on your volume.
Quotes and inspection follow-ups lived in someone's head or on a sticky note, and a single missed nudge meant a cold customer and a job stuck in limbo.
Each quote and inspection gets a timed nudge, so nothing waits in a drafts folder.
E-sign reminders carry the quote to signature without a phone call.
The CRM records each open item, so the whole team can see what's still live.
Nothing slips, and jobs move from quote to close without anyone remembering to chase them.
“Follow-ups used to live on sticky notes. Now every quote and inspection nudges itself and nothing goes cold.”
Nadia BrooksOffice manager, Vidal Electric
Chases the estimates you would otherwise forget, until they close or clearly die.
Sends quotes for signature and nudges quietly until they come back signed.
Logs every lead, note, and booking to your CRM so your records never go stale.
Twenty minutes, live. Watch Clear AI handle a scenario like this one with your real calls, in your voice.