A panel upgrade is a five-figure quote that goes quiet for weeks. This is the follow-up that brings it back signed without a single manual nudge.
First 60 days
Illustrative scenario, not a specific customer. Figures show the kind of outcome this workflow drives and depend on your volume.
Panel upgrades and rewires are big tickets that go quiet for weeks. Following up by hand always slipped, and estimates died in a drafts folder while the customer went cold.
The quote goes out in your format and your prices, ready to sign online, before the job leaves the customer's mind.
E-sign reminders go out on their own until the quote is signed or clearly dead.
Anything that goes silent gets a friendly, timed follow-up, so nothing sits forgotten.
Estimates stopped dying in the drafts folder. A third more quotes come back signed, without anyone remembering to chase them.
“Three estimates I'd written off closed last month, and I didn't send a single follow-up. It did.”
Tomas VidalOwner, Vidal Electric
Drafts and sends the quote while the job is fresh, in your format and your prices.
Sends quotes for signature and nudges quietly until they come back signed.
Chases the estimates you would otherwise forget, until they close or clearly die.
Twenty minutes, live. Watch Clear AI handle a scenario like this one with your real calls, in your voice.