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Your Info
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Your Estimates
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First Follow-Up

Step 1 of 3

Let's get your recovery campaign started

Takes about 2 minutes. We'll have your first follow-up ready before you leave this page.

No credit card. No contract. Free to start.

Step 2 of 3

Upload your unsold estimates

Send us your list from the last 30–180 days. Any format works — we'll clean it up.

Accepted formats

  • CSV
  • Excel (.xlsx)
  • CRM export
  • Screenshot
  • Manual list
📁

Drop your file here

or click to browse

or

Don't have a list ready?

We can pull it from your CRM for you. Select the option below and we'll set up a quick 15-minute screen share.

File stays private. Used only to build your follow-up campaign.

Step 3 of 3 — You're in

Here's your first follow-up message

This is exactly what goes out to your unsold estimates. Review it, then confirm to activate.

📱 SMS — Day 1

Hi [Customer First Name], this is John from ABC Heating & Cooling. We sent you a replacement estimate a little while back — just checking in to see if you have any questions or if there's anything that would help you move forward. Happy to help. — John

📧 Email — Day 1

Subject: Following up on your replacement estimate

Hi [First Name],

We sent you a quote for a new system a little while back — just wanted to make sure you received it and see if you had any questions.

The quote is still good. And if cost is a factor, we do offer financing options that might help.

No pressure at all — just didn't want to leave you hanging.

John
ABC Heating & Cooling
  • Your list will be cleaned and scored within 2 hours
  • First messages go out within 24 hours
  • You get alerted the moment a customer responds
  • Full report delivered at day 14

By activating, you confirm these messages will go out under your company name.