How many times should a quote be followed up?

Three to four touches over two weeks converts well without irritating people. The customer who has not decided usually has one unanswered question, and the follow-up exists to surface it.

Does review automation risk bad reviews?

It surfaces the feedback that already existed. Timing matters — asking immediately after successful completion catches genuine satisfaction — and unhappy responses route to you privately first so you can resolve them.

Will the outreach feel automated to prospects?

That depends entirely on how it is written. We build sequences around real context — what the prospect enquired about, what their company does, what they did on your site — and keep messages short. Generic high-volume blasting is what damages a sender reputation, and we do not build it.

Does this replace our sales team?

No, it removes the administrative half of their day. Reps spend their time in conversations rather than on data entry, chasing, and remembering who needs a nudge on Thursday.

Sales Automation · Home Services

Sales Automation for Home Services

Sent quotes that nobody chases are just unpaid estimating work.

Trades businesses put real effort into quoting and then let quotes sit unfollowed because everyone is on site. Automated follow-up chases every quote on a schedule, requests reviews after completed work, and reminds customers when service is due.

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To first contact: MinutesTo first contact
Forgotten follow-ups: 0Forgotten follow-ups
Full pipeline: SyncedFull pipeline

Typical stack

HubSpot
n8n
OpenAI
Twilio
Clay

Use cases

What this handles for home service businesses

Follow up sent quotes on a schedule until the customer decides either way
Request reviews automatically after job completion at the right moment
Send service and maintenance reminders based on the last visit date
Re-engage past customers seasonally for recurring work

Quotes converted instead of forgotten, and a steady flow of reviews without anyone remembering to ask.

Context

The home services problem underneath it

In the trades, the business that answers the phone gets the job. That is a problem when the person best placed to answer is under a sink. A voice AI agent picks up every call — during jobs, after hours, on weekends — qualifies the work, and books it straight into the schedule.

Calls arrive while technicians are working, so a large share reach voicemail
Emergency callers do not leave messages; they call the next number on the list
Quotes get sent and then never followed up because everyone is on site
Scheduling and dispatch are manual and change constantly through the day

What we build

Inside a sales automation system

Speed to first contact is the single highest-leverage variable in inbound sales, so we automate that first and measure it. Then we build sequences that are personalised from real enrichment data rather than mail-merged first names, and we stop them the instant a human conversation starts.

Instant lead capture and enrichment from web forms, calls, chat, and ad platforms
Scoring and routing rules that put the right lead with the right rep immediately
Multi-channel follow-up sequences across email, SMS, and voice
Personalisation drawn from firmographic and behavioural data, not just merge tags
Automatic sequence exit as soon as a human reply or booking is detected
Reactivation campaigns that work dormant lists on a schedule

Deliverables

What ships with the engagement

Lead lifecycle map from first touch through to closed
Configured routing, scoring, and SLA alerting
Written and tested follow-up sequences per lead source
CRM hygiene automations for deduplication and stage enforcement
Reporting on response time, sequence performance, and conversion by source

FAQ