Sales follow-up: leads that go cold because nobody wrote back.
64 sales follow-up jobs an AI agent can do for HVAC, plumbing, roofing, electrical, landscaping, cleaning, pest control and remodeling shops. Anything that reaches a customer or moves money waits for a person to say yes.
Quote follow-up
- Problem
- A quote goes out and nobody checks in, so the customer forgets or picks someone else.
- What the agent does
- Drafts a short check-in a few days after each quote, written in your words.
- Where you approve
- Drafts sit in a queue. You send each one with one tap or delete it.
Dead-lead reactivation
- Problem
- Old leads sit in the CRM because working the list takes hours.
- What the agent does
- Writes a follow-up for each old lead overnight and sorts any replies by interest.
- Where you approve
- You approve the message before anything goes out, and warm replies come to you.
New web lead reply
- Problem
- A form fill on Friday night gets a reply on Monday.
- What the agent does
- Drafts a reply with the answers it can give and two times you are free.
- Where you approve
- You read the draft on your phone and approve it.
Quote drafts from site notes
- Problem
- Typing up a quote at night after a long day pushes it to the next week.
- What the agent does
- Turns your site notes into a draft quote with line items from your price list.
- Where you approve
- You check every line and price before the quote goes to the customer.
Facebook and Instagram messages
- Problem
- Messages on your business page sit for days because nobody checks them.
- What the agent does
- Replies to new messages with answers from your fact sheet and asks for a phone number.
- Where you approve
- You take over any thread about price or scheduling, and you approve the booking.
Good, better, best quote options
Builds three options from one site visit, such as repair, mid-range replacement and high-efficiency replacement, using your price book. You set the final prices and decide which options the customer sees.
Lead source tagging
Tags each new lead with where it came from, such as Google, a yard sign, a referral or a home show, from the form, call notes or tracking number. Monthly, you see which sources turned into booked jobs.
Thumbtack and Angi lead replies
Writes a fast first reply to marketplace leads with two questions about the job and a time you can talk. You approve the reply, since some platforms rank you on response time.
Paid lead credit requests
Spots marketplace leads that were wrong numbers, out of area or for a trade you do not do, and drafts the credit request with the reason the platform asks for. You submit it.
Estimate no-show follow-up
When a homeowner misses an estimate appointment, writes a text offering two new times. If they do not answer after the second try, the lead is marked lost for you to review.
Replacement leads from repair history
Lists customers whose furnace, AC or water heater is past the age you set and who paid for repairs in the last two years. You choose who gets a replacement conversation.
Financing explainer drafts
Writes a plain explanation of the financing plans you offer, with the terms copied from the lender's sheet, to send with a large quote. You check the terms are current before it goes out.
Lost quote reason log
Sends a short, no-pressure question to customers who turned down a quote and sorts the answers into price, timing, went with someone else or no reply. You see the totals and read the comments.
Referral thank-you notes
Spots new jobs where the customer named a past customer as the referral and drafts a thank-you note to that person. You add any referral reward and approve the note.
Neighbor letters after a job
Writes a short letter for the houses on either side of a finished roof or fence job, mentioning the work on their street, for your crew to drop off. You approve the letter and choose which streets.
Home show lead follow-up
Turns the sign-up sheet or badge scans from a home show into personal follow-up emails that mention what each person asked about at the booth. You send them in a batch after reading through.
Seasonal tune-up campaign
Prepares the spring AC or fall furnace tune-up message for past customers who are not on a plan, with your price and open weeks. You approve the list and the message before the send.
Maintenance plan renewal reminders
Lists plan members whose renewal is coming up in the next month and drafts a reminder with what the plan covered for them this year. You approve each reminder before it goes out.
Upsell notes from tech findings
Reads the tech's notes from a service call, such as a cracked heat exchanger warning or a corroded panel, and drafts a follow-up quote for the office to review with the customer.
Quote expiration reminders
A week before a quote's price expires, queues a reminder noting the date and anything that may change, like material costs. You decide whether to extend the price.
Large quote cover letter
Writes a one-page cover letter for a remodel or roof quote that explains the scope, schedule and what is not included, in plain words. You edit it and attach it to the quote yourself.
Scope questions before a remodel bid
Lists the questions to send a homeowner before you bid, such as cabinet line, tile allowance and who buys fixtures, so the quote matches what they expect.
Allowance explanation for homeowners
Writes a plain note explaining each allowance in a bid, such as tile at a set dollar amount per square foot, and what happens if the homeowner picks something pricier. You set the amounts.
Commercial bid follow-up
Tracks bids sent to property managers and general contractors and drafts a check-in near the award date the bid listed. You decide whether to send it.
GC relationship check-ins
Keeps a list of general contractors you have bid for and drafts a short note every few months asking about upcoming projects. You personalize and send each one.
Builder and new construction outreach
Writes intro emails to local home builders found on permit lists, describing the trade work you do on new builds. You approve the list and each email before any are sent.
Property manager outreach
Builds a list of property management companies in your area from public sites and drafts an intro about your response times and service area. You choose which ones to contact.
Realtor partner outreach
Prepares an intro to local real estate agents offering pre-listing inspections or quick repairs before closing. You pick the agents and approve the message.
Post-job maintenance plan offer
A few days after a repair, queues a maintenance plan offer tied to the equipment the tech worked on. You approve which customers get it.
Price objection reply drafts
When a customer says your quote is high, writes a reply explaining what is included and listing ways to lower the price, such as a smaller scope. You edit and send it.
Competitor quote comparison
Reads a competitor quote the homeowner shares and lists the line items, warranty and exclusions next to yours, so you can see whether the two bids cover the same work. You decide what to tell the customer.
Sales call recap emails
Turns your notes from an in-home sales visit into a recap email listing what you discussed, the options and the next step. You send it after a read-through.
Pipeline cleanup
Reviews your open leads and quotes, marks the ones with no reply in your set number of days, and suggests which to close out as lost. You approve the changes before your CRM is updated.
Hot lead alerts
Texts you when a lead replies with words like "ready," "schedule" or "go ahead," so the reply does not sit in a shared inbox.
Re-quote after a design change
Compares the homeowner's new choices with the original quote and lists every line that changes, so you can send an updated price. You confirm the new numbers.
Window and siding replacement follow-up
Times follow-ups for window and siding quotes and mentions the measure date and the product line quoted. You choose when to send each one.
Landscape design proposal draft
Turns your yard notes and plant list into a proposal with phases, so a homeowner can start with the front yard and add the back later. You set prices for each phase.
Recurring cleaning upgrade offers
Lists one-time cleaning customers who rated the visit well and drafts an offer for a recurring schedule at your recurring rate. You approve the list.
Pest control annual plan conversion
Writes an offer to one-time treatment customers for a quarterly plan, timed for when pests return in your area. You approve the offer and the timing.
Pool opening and closing sign-ups
Prepares the spring opening and fall closing sign-up message for last year's pool customers with your open dates. You confirm the dates and price first.
Irrigation startup and winterizing list
Builds the list of sprinkler customers due for spring startup or fall blowout and drafts the booking message. You set the route days.
Generator and surge protection offers
Lists electrical customers who called during last season's outages and drafts an offer for a generator or whole-home surge protector visit. You approve the list and wording.
EV charger install leads
Replies to EV charger inquiries with questions about the panel size, garage distance and car model, so you can quote faster. You decide whether a panel upgrade needs a site visit.
Water quality follow-up
Follows up with plumbing customers who asked about hard water or well water, explaining what a water test checks and offering a time. You approve the price and the visit before anything is sent.
Bathroom remodel inspiration packets
Puts together a short packet of photos from your own past bathroom jobs that match the style a lead described, to send before the consult. You choose the photos.
Kitchen remodel budget ranges
Drafts a reply explaining your typical price ranges for small, mid and full kitchen remodels from your own past jobs, so a lead knows before booking a consult. You set the ranges.
Deck and patio season pre-booking
In late winter, writes to past leads who asked about decks or patios and offers spring build slots. You approve the list and the slot dates.
Roof replacement after inspection
Drafts a follow-up after a free roof inspection with the photos the inspector marked and the repair or replace options. You set the price before it is sent.
Gutter guard add-on offers
Lists gutter cleaning customers who had heavy clogs and drafts an offer for gutter guards. You approve the price and who receives it.
Painting color consult follow-up
Drafts a recap of the colors and sheens chosen in a painting consult, with the room list and quote, so the homeowner can confirm before you schedule. You send it.
Duct cleaning and air quality offers
Lists HVAC customers who mentioned dust, allergies or a recent remodel and drafts an offer for duct cleaning or a filter upgrade. You choose who gets it.
Text-to-quote for small jobs
Asks for photos and measurements by text on small jobs like a faucet swap or outlet add, and drafts a flat price from your price book. You approve the price before it is sent.
Upcoming job prep emails
A few days before a remodel or install starts, writes the email covering what to clear out, where the crew will park and who to call. You confirm the details.
Past customer anniversary check-ins
Drafts a note on the one-year mark of a big job asking how the work is holding up and reminding them of their warranty. You decide who gets one.
Sales rep handoff notes
Writes a handoff note when a lead moves from your office to a sales rep, with the call summary, photos and any budget the customer mentioned, so the rep does not repeat questions.
Seasonal residents before they leave
Keeps a list of customers who spend part of the year elsewhere and writes a note before they leave, offering a winterizing visit or a home check while they are gone. You approve the list and the offer.
Holiday light install bookings
Prepares the early fall message to last year's holiday lighting customers with install and takedown dates. You set the dates and prices.
Multi-family and HOA bid requests
Finds HOA and apartment community boards in your area that post bid requests for landscaping, painting or roofing, and drafts the response outline. You decide which to bid.
Deposit request drafts
Drafts the deposit request when a customer signs a quote, with the amount from your terms and a payment link. You approve it before it goes to the customer.
Signed contract checklist
Checks that a signed contract has the start date, deposit, change order terms and the customer's signature before the job is scheduled, and lists anything missing for you to fix.
Moving-in homeowner offers
Builds a list of recently sold homes in your area from public records and drafts a welcome postcard offering an inspection of the HVAC, plumbing or roof. You approve the list and the card.
Approval-gated follow-up drafts
Drafts the next email or text after an estimate or no-show, then parks it in a queue until you tap send. Nothing reaches the customer until you approve the exact wording.
Dead-lead reactivation with sign-off
Pulls quotes that went quiet for 30 to 90 days, drafts a short check-in with one clear ask, and waits for your yes before any message goes out.
Old quote re-open alert
Notices when a customer opens an old estimate link again, drafts a short check-in with one clear question, and waits for your yes before it goes out.
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