Estimates
How to follow up after an estimate without sounding desperate.
Sent estimates should not sit in silence. Copilot keeps them visible, valuable, and easy to nudge.
Found Money Today
$1,430
Example opportunity value sitting in people worth contacting today.
Open estimates
$970
Hot leads
$280
Follow-ups due
$180
Scripts ready
4
Interior painting estimate needs follow-up.
Script ready. Copy, send, and log the result.
Commercial wash lead needs another message.
Script ready. Copy, send, and log the result.
Ceramic coating estimate needs a nudge.
Script ready. Copy, send, and log the result.
Estate cleanout quote needs a nudge.
Script ready. Copy, send, and log the result.
What should I say after sending an estimate?
After sending an estimate, follow up with a short message that confirms they received it, invites questions, and offers the next step. Daily Sales Copilot tracks open estimates and creates estimate follow-up scripts.
Estimates vanish after sending
The work feels done because the quote went out, but the sale is not closed.
High-ticket work needs more care
Premium services often need a better follow-up than 'just checking in'.
No clear due date
Without a next follow-up date, estimates go stale.
Lost reasons are not tracked
Knowing price, timing, or no reply helps improve future quotes.
How Daily Sales Copilot turns this into action
The goal is not more software busywork. It is a daily money list, a ready message, and a result logged.
Add a little real business data
Import a customer list, paste notes, connect Gmail, or Quick Add a lead, job, customer, or reminder.
Daily Sales Copilot builds the list
Open leads, due rebooks, review asks, slow-day gaps, and old estimates become one ranked Money List.
Send the ready-made message
Copy a text, open SMS or email, and message the people most likely to turn into work.
Log what happened
Booked jobs update revenue, review asks, follow-ups, and future rebook reminders.
Scripts you can actually send
Copilot keeps scripts short, specific, local, and tied to the action in front of you.
Try a free generatorEstimate follow-up
Hi {{name}}, wanted to make sure you saw the {{service}} estimate. Happy to answer questions or help pick a good date.
Premium estimate nudge
Hey {{name}}, following up on {{service}}. If you are comparing options, I can walk you through what is included.
Not another CRM.
Inbox search
Can find the estimate but does not remind you when to act.
Daily Sales Copilot
Keeps estimates on the money list until there is an outcome.
Simple pricing for local service businesses.
Start with the daily Money List. Upgrade when you want more imports, saved scripts, and rebook reminders.
Start simple. Upgrade when your lead list grows.
Starter
$19/month
For solo operators who want one clear daily follow-up list.
- Daily Money List
- Found Money tracker
- Lead, job, and customer logging
- Review and rebooking reminders
- Suggested follow-up messages
- Basic Content Studio
- Lead capture link
- Weekly money report
Growth
$49/month
For operators who want more imports, saved scripts, and rebook reminders.
- Everything in Starter
- CSV and paste imports
- More follow-up scoring
- More scripts, content, and rewrite support
- Saved content history
- Advanced rebooking suggestions
- Setup support
- More connected-source capacity
Questions people ask
When should I follow up after an estimate?
Usually within 24 to 48 hours, then again if the opportunity is valuable and still open.
How many times should I follow up?
Two or three useful touches are reasonable unless they decline.
Can Copilot track lost estimates?
Yes. Log result as lost or not interested and optionally note the reason.
Can I use a free estimate script?
Yes. The public estimate follow-up generator creates a quick script.
Does estimate value affect priority?
Yes. Higher-value open estimates can rank higher in the money list.
Build your first money list.
Add a few leads or past customers and see who is worth contacting today.