Your estimates shouldn’t go cold.
You did the walkthrough. You built the quote. Give your AI teammate the context, and get a thoughtful follow-up ready to review.
See it for my businessWhat your first task includesThat replacement estimate from last week is still open. Help me follow up without being pushy.
Start with their last question. I’ll turn the estimate and your notes into a reply you can review.
Keep the conversation warm.
Example scenario: a homeowner is comparing replacement options.
First follow-up
Hi Alex, have any questions come up as you compare the replacement options? I can walk you through what’s included in our estimate and what installation would involve.
If they’re still deciding
Would a short breakdown of the options help? Let me know what matters most to you, and I’ll make the differences easier to compare.
Owner check
Confirm the equipment, warranty details, and a real next step before sending.
The install is done. The estimates are still waiting.
- You remember the homeowner, but not where the conversation stopped.
- Every “just checking in” sounds exactly the same.
- Following up becomes another job after the last job.
Something you can
actually work with.
Start with a focused task. Here’s what the brief asks your teammate to prepare.
A first follow-up that addresses their question
A second touch with a useful next step
An estimate tracker with owner actions
A little context.
A much better starting point.
- 1
Show it how you work.
The estimate and approved equipment/scope. The last conversation and any unanswered question. Your actual availability and follow-up preferences.
- 2
Review something concrete.
You verify the scope, claims, timing, and recipients. No discounts are added on your behalf.
- 3
Connect when you’re ready.
Connect your CRM or email when you are ready to send approved follow-ups. Text delivery needs a supported messaging setup.
Make this your
first task.
Put your business in the picture. Get a starter brief you can keep, edit, and use with your agent.
Free preview. No account or payment required.A few things to know.
Will it make up prices or rebates?
The task brief requires your approved estimate. Missing numbers stay as questions for you, including rebates, financing, and equipment claims.
Is this a real conversation with my agent?
The conversation above is an illustrative example. The free preview creates a starter brief from your business name and this task. It does not create an account or run an agent.
Do I need to connect everything first?
You can explore and download the brief without connecting accounts. Live work later needs the relevant tools, permissions, business details, and your approval. Telegram is our initial pilot channel; SMS is planned.
Does the preview subscribe me or cost anything?
No. Creating or downloading a starter brief is free. It does not start a paid subscription, send a campaign, or spend money on ads.