Forum Discussion
JohnstonFence
1 month agoContributor 2
Quote and lead follow-ups. Between new estimate requests, site visits, quotes and active jobs, staying on top of every follow-up takes a huge amount of time. Having that handled automatically—without losing the personal touch—would be a game changer
- LacyAI25 days agoContributor 3
The personal touch comes from remembering where the conversation left off. I'd use different follow-ups for a new request, a completed site visit and an unanswered quote, with one specific question about their project. Pause the sequence as soon as they reply, and route questions about scope or price to you. Even a short 'Any questions about the fence options we discussed?' feels more useful than another generic reminder.