Let’s Get Your Estimate Recovery System™ Started
Complete the onboarding form below so we can map how estimates are sent, tracked, and followed up, then prepare your system around the way your business sells work.
Before You Begin
Having the following information ready will help us understand your current estimate process and prepare the follow-up system correctly.
Business Information
Your business name, contact information, service area, business hours, and time zone.
Estimating Process
How estimates are created, sent, tracked, and marked as accepted or declined.
Current Follow-Up
When follow-up happens, who handles it, which channels are used, and when it stops.
Typical Projects
Your common project types, average estimate range, and normal customer decision timeline.
Reply Responsibilities
The person responsible for taking over when a customer replies or requests a change.
Sales Information
Common questions, objections, financing options, deposit requirements, warranties, and scheduling expectations.
What Happens After You Submit
We Review Your Estimate Process
We’ll review how estimates move from delivery through accepted, declined, postponed, or no response.
We Confirm the Follow-Up Rules
We’ll clarify timing, message inputs, stop conditions, and the human handoff.
Your Installation Is Prepared
Once the required information is complete, we’ll begin preparing your Estimate Recovery System™.
Complete Your Estimate Recovery Onboarding
Answer based on how estimates are handled today. Exact close-rate or estimate-volume numbers are helpful but not required.
Estimate Recovery Onboarding Form Will Be Embedded Here
Once connected, your product-specific onboarding form will appear here.
Need Help While Completing the Form?
Reply to your purchase confirmation email if you are unsure which estimate stages, follow-up rules, or team contacts should be included.
Follow-up stops when the customer replies, accepts, declines, or requests no further contact. A real person must take over the conversation after the reply.