Managed follow-up for outdoor-living contractors
We set up and manage automated follow-up: prompt first replies to new inquiries, messages when conversations stall, and check-ins with eligible older leads.
When a homeowner is interested, we pass the conversation and project details to your team to arrange an estimate.
A fresh inquiry—or an older conversation worth revisiting.
Prompt replies for new leads. Relevant check-ins for older ones.
Follow up if needed. Ask the project questions agreed with your team.
Your team takes over to arrange the estimate and quote the work.
01 / Where we help
You’re on a site visit. A new inquiry comes in. Meanwhile, last month’s conversations are still sitting in your inbox. Both need a next step.
Speed to lead
A new lead should hear back while the project is still on their mind. We set up an automatic first reply and an agreed follow-up sequence, rather than leaving the inquiry waiting for a quiet moment in your day.
The next step: your team arranges an estimate.
Lead reactivation
Some homeowners put a project on hold. Others never got to the estimate stage. We review eligible older inquiries with you, then follow up to find out whether there’s still a project to discuss.
The next step: the same clear estimate handoff.
02 / What actually happens
This is the homeowner journey we build around your business. The exact messages, response targets and handoff are agreed before follow-up begins.
A new inquiry comes from a source you already use, or an eligible older inquiry is selected for a check-in. We review the source and connection needed during setup.
“We’re looking for a patio cover. Could someone get in touch?”
New leads get an initial acknowledgement and a useful question. Older leads get a check-in about the project they previously asked about.
“Thanks for asking about a patio cover. Which area is the property in?”
We ask the basic project questions you’ve agreed, follow up if there’s no reply, and record the homeowner’s response. A “not now,” a “no,” or an opt-out changes what happens next.
Project type. Service area. Intended timing. Whether they want to discuss an estimate.
We pass along the interested response and the details gathered. Your team confirms the next step, arranges the estimate or site visit, and quotes the work.
Patio cover inquiry
Within your service area
Interested in discussing an estimate
03 / See the conversation
Two illustrative message threads. Follow each path from the first message to the handoff, including what happens when the homeowner doesn’t reply.
Passed to your teamHomeowner’s interest, project type, location and intended timing—ready for your team to arrange the next step.
If there’s no reply: use the follow-up sequence agreed with you, rather than treating the initial message as the end of the process.
Passed to your teamRenewed interest, the original project context and the homeowner’s request to discuss an estimate.
If there’s no reply: follow the agreed sequence and stopping rules. If the answer is “not now” or “no,” record it and change the next step. The aim is a useful conversation, not repeated unwanted messages.
04 / Who does what
EstimateRelay is a managed service. We handle the agreed setup and follow-up. Your team stays involved where its knowledge and decisions are needed.
EstimateRelay
Your team
A good fit: outdoor-living contractors with inquiries to follow up and a team ready to take over interested conversations.
We’ll review your existing tools and inquiry sources before agreeing what can be connected.
05 / Getting started
You don’t need to change everything at once. A pilot can focus on new inquiries, a suitable group of older leads, or an agreed combination.
Tell us how inquiries arrive, who follows up today, and where conversations get stuck.
Choose the inquiries, channels, messages, project questions and handoff. Test the agreed flow before follow-up begins.
Follow up within the agreed scope, review responses and estimate requests, and decide together what should happen next.
In your email, tell us what you build, how new leads reach you, and whether you have older inquiries to revisit.
Pilot scope, response targets, duration and commercial terms are agreed before work begins.
Before we talk
No. We set up and manage the agreed automated replies and follow-up process. Your team provides the business knowledge, approves the approach, and takes over interested conversations to arrange estimates.
No. Speed to lead and older-lead reactivation are both part of the offering. We can scope a pilot around new inquiries, eligible older inquiries, or both.
Prompt first response is a core part of the service. The response target depends on your inquiry source, the agreed channels and the setup we test with you. We agree the target before launch.
The starting scope is to identify interested homeowners and pass their details and project context to your team. Your team arranges the estimate. Any calendar or direct-booking workflow would need to be separately agreed and tested.
We start by reviewing what you already use and where inquiries come from. We confirm the connection and workflow needed before agreeing the pilot.
We agree the channels with you during scoping, based on your records, homeowner permissions and the setup needed. The examples above show message content, not a particular connected channel.
No. We first review eligibility, contact permissions and any previous opt-outs. An old inquiry on its own doesn’t automatically establish permission for every type of follow-up.
Their response changes the next step. We agree how to handle “not now,” “no,” and opt-outs before follow-up begins. An inquiry isn’t a guaranteed estimate or sale.
EstimateRelay by AU Systems and Labs
Let’s put the follow-up between the inquiry and the estimate into a process your team can use.