Follow up on estimates that have gone quiet.
We help you build a consistent follow-up process for eligible unsold estimates and unbooked inquiries. Your team approves the records, messages and timing before work starts.
Get Your Free Lost Job AuditEstimate Follow-Up · Orange County, California
The work you get
- Select an eligible batch of estimates or inquiries and check contact permissions.
- Agree on follow-up timing, messages, stop rules and who handles replies.
- Implement tasks or approved communications using suitable existing tools.
- Record responses, booked appointments, declined opportunities and verified sold work.
Your written scope identifies the work included, dates, service fee and any advertising or software costs. We recommend the priority your business needs first.
What we need from you
Authorized customer records, contact permissions, approved offers and capacity to deliver the work. Sending volume and any messaging costs are defined in writing.
How we check the outcome
Eligible records worked, replies, appointments, sold jobs and verified revenue. We do not count the full value of unsold estimates as recovered revenue.
We agree on the baseline and definitions, then report data gaps alongside results. No rankings, job volume or revenue are guaranteed.
What this looks like in practice
A roofer can follow up on approved open estimates, answer remaining questions and record whether the homeowner books, declines or asks for more time.
Illustrative example, not a client result.
Is the recovery work free?
No. The Free Lost Job Audit is our free entry offer. Any recovery work has a separate agreed scope and price.
Is the 7-Day Sprint required?
No. It is an optional scoped recovery engagement when an eligible batch and capacity make it suitable. It is not a required step before ongoing work.
This work belongs to Recover in our five-stage system. Explore your trade or see how scope and pricing work.
If you want help
Fix one problem. Or get ongoing help.
Choose the work your business needs. You do not have to buy every service or complete a project before starting ongoing help.
Focused implementation
The work you get
One agreed problem, a defined fix, a tested workflow and a handover.
What it helps you do
Make it easier for customers to find you, contact you or book—depending on the gap we agree to fix.
See what is includedThe Booked Job Engine
The work you get
Ongoing management of the agreed marketing, booking or follow-up work, with regular reporting.
What it helps you do
Keep improving the path from customer demand to booked work, and see what needs attention next.
See what is includedAn eligible backlog may call for a paid Recovery Sprint. A smaller scope may be enough. If you have no room for more work, we will discuss that before recommending more demand.
How scope, pricing and separate costs workSee what needs fixing before you spend more.
Answer a few questions. Get your Lost Job Score and three priorities. The audit is free, with no obligation to hire us.
Want to understand the work first? See how we help · Pricing & scope
contact@ochomeservicesalesandmarketing.com