Forum Discussion

FredHodgeJr's avatar
FredHodgeJr
Jobber Ambassador
1 year ago

What’s your process for following up on unscheduled quotes?

Do you use automated reminders, manual follow-ups, or a mix of both? Any strategies that have helped improve your close rate?

2 Replies

  • ryaantuttle's avatar
    ryaantuttle
    Jobber Ambassador

    We use a lead nurturing system from Funnelpros.ai that is really amazing. However, we've split tested calling customers as soon as they submit a request and found it's been much more successful in selling projects. Jobber has a follow-up to estimates/quotes but it really lacks without any automations after that.

  • Curious about one step beyond the follow-up itself. If you have a backlog of older quotes that never closed, does your current system already make it obvious which 5–10 are actually worth following up with first? Or is prioritizing those older quotes still mostly a manual judgment based on things like quote age, value, previous engagement and notes? I'm trying to understand whether this is actually a problem for contractors, or whether Jobber/automation already solves it well enough. Either answer would be really helpful.