The estimates were written. Nobody was chasing them.
The problem
An Arizona roofing company was writing more estimates than ever and closing fewer of them. Chasing lived in people's heads, and heads get busy in storm season. Quotes went out, went quiet, and became somebody else's roof.
What we built
We built the follow-up system inside the CRM the company already ran. Every estimate that goes quiet gets chased automatically, in the company's own voice, on a schedule a human approved. Nothing new to learn, no new logins, no new app.
What changed
The first scan found $528K in open quotes that had never been followed up once. They are being worked now, by software, every day, without anyone having to remember.