Agent Kit
Estimate Follow-Up
An estimate goes quiet for three days? A polite follow-up goes out for you. You just answer the yeses.
$39
one time · 30-day money-back guarantee · a version for your trade
Launching soon. Join the list for the early-bird price.
What you'll have when you're done
A clean estimate email you can send in two minutes, and three polite follow-ups (day 3, day 7 and day 14) that go out on their own if the customer goes quiet. When they answer, you take it from there. Plus an AI helper that writes a personal follow-up for the jobs that matter most.
- Setup time
- About 20 minutes to save your templates. Then 2 minutes per estimate, or about an hour once for the automatic version.
- What the tools cost
- $0 with Gmail and Google Sheets. Already pay for Quo, Jobber, Housecall Pro or ServiceTitan? The kit shows you the follow-ups they have built in.
What's inside
- A clean estimate email you can send in two minutes, written for your trade
- Day 3, day 7 and day 14 follow-ups as emails and texts, with no pressure and no fake deadlines
- An AI helper that writes a personal follow-up from the estimate details
- Gmail Schedule send setup: free, 2 minutes per estimate
- A free Google Sheet and a ready-made script that sends the follow-ups for you every morning
- What to do if you already use Jobber, Housecall Pro, ServiceTitan or Quo
- Replies for when they answer, so the conversation turns into a job
A peek inside
The day 3 text, from the HVAC edition
Hi [Name], it's [Shop Name]. Did our estimate come through OK? Any questions on the equipment? Reply STOP to opt out.
Tools it uses
- Gmail (free)
- Google Sheets (free)
- ChatGPT, Claude or Gemini (free)
Written for your trade
Pick your trade at checkout. The wording, examples and safety notes match the work you do.
- HVAC
- Plumbing
- Electrical
- Remodeling / General contracting
- Landscaping
- Painting
- Restoration
- Roofing
- Handyman
Questions
Will it keep emailing people who already said yes?
Not if you tell it. Change one word in the sheet, or cancel the scheduled email, when they answer, and the follow-ups stop. The kit makes that a two-second habit.
Do I need to know how to code?
No. You paste one ready-made script and click Run. The kit walks you through Google's one-time permission screen, which looks scarier than it is.
I use Outlook, not Gmail.
The estimate email, the follow-ups and the AI helper work anywhere. The automatic parts in this kit are built for Gmail and Google Sheets.
What if it's not a fit for my shop?
Ask within 30 days and you get a full refund. No hoops.
Do I need to be good with computers?
If you can send a text and an email, you can do this. Every step says where to click.
Not sure this is your first hire? Take the 2-minute quiz.