Dallas Contractor ConnectMost estimates that close don't close on the first visit. They close after the homeowner has had time to think and someone reminds them. Here's a 30-day schedule you can copy, built for roofing, HVAC, plumbing and remodeling jobs.
Before you start
- Keep a list of every open estimate: name, phone, email, job, price and date.
- Write down every touch so nobody gets called twice in one day.
- Stop as soon as someone says no, and honor every "stop" on texts right away.
The schedule
Day 1: Thank-you text
Send it the same day as the estimate.
> "Thanks for having us out today, [first name]. Your estimate for the [job] is attached. Any questions, just text me back. [Your name], [company]"
Day 3: Check-in call
> "Hi [first name], it's [name] with [company]. Just making sure you got the estimate and seeing if any questions came up."
If they don't answer, leave a short voicemail and send a text right after.
Day 7: Helpful email
Send something useful, not a sales pitch: photos from the inspection, an explanation of the options, or answers to common questions. End with one clear next step.
Day 10: Second call
Ask directly but kindly: "Is this still something you're planning to do?" If timing is the problem, ask when would be better and put that date on your calendar.
Day 14: Give them a reason to decide
If it's true, mention a real reason to act now: your schedule is filling up, material prices are going up, or storm season is coming. Never make up a deadline.
Day 21: Last-call text
> "Hi [first name], I don't want to keep bugging you. Should I keep your [job] estimate open, or close it out for now?"
That question gets a surprising number of replies.
Day 30: Close it out, but keep them
Move them to a monthly or seasonal list. A roof estimate from spring is worth calling after the next hailstorm. An AC estimate from fall is worth calling in May.
What makes it work
- Mix the channels. Some people never answer calls but reply to texts in seconds.
- Keep messages short. One question per message.
- Be consistent. Ten estimates followed up on schedule beat fifty that got one call.
Want it done for you?
Send us your list of open estimates. We'll clean it up, build a 30-day plan for each one, and follow up in your company's name until they book or say no.