Automated Estimate Follow-Up & Review Requests for Trade Services
Automated estimate follow-up workflows that keep your pipeline active while gathering customer reviews
Value Proposition
Our system ensures no estimate goes unanswered and every satisfied client becomes a promoter. With automation, you can focus on delivering quality service while technology handles the follow-ups.
Overview
After sending an estimate, many service providers fail to follow up consistently—resulting in lost revenue. Level Play Digital solves this with automated estimate follow-up workflows that keep your pipeline active while also gathering customer reviews after job completion. Our system sends timed follow-up messages, tags leads by temperature, and automatically requests reviews from satisfied customers—increasing closed deals by 140% and review volume by 150%.
Business Challenge & Our Solution
Common pain points and how we address them
Business Challenge
Why Are Opportunities Missed Due to Lack of Follow-Up?
Estimates are sent but never followed up on. Customers need multiple touchpoints before making a decision, but manual follow-up is inconsistent. Without systematic follow-up, 80% of estimates go unanswered, resulting in lost revenue.
Why Is Customer Feedback Collection Inconsistent?
Satisfied customers want to leave reviews but don't know how or when. Manual review requests are forgotten, and inconsistent collection means you miss opportunities to build your online reputation and attract new customers.
Why Is Tracking Closed Deals Difficult?
Without a centralized system, you can't track which estimates convert, which follow-up messages work best, or which leads are hot vs cold. This makes it impossible to optimize your sales process and improve conversion rates.
Why Do Estimates Go Cold?
By the time you remember to follow up on an estimate, the customer has already chosen another contractor or forgotten about your quote. Timing is critical, and manual follow-up means missed opportunities.
Our Solution
Automated Timed Follow-Up Sequences
Every estimate triggers an automated follow-up sequence with personalized email and SMS reminders at optimal intervals. This ensures no estimate goes unanswered and increases follow-up rates by 350%.
Intelligent Lead Tagging & Segmentation
The system automatically tags leads as hot, warm, or cold based on response behavior and engagement. Hot leads receive priority attention, while warm leads stay in nurturing sequences.
Post-Service Review Request Automation
After job completion, satisfied customers automatically receive review requests with direct links to Google, Facebook, and Yelp. This increases review volume by 150% and builds your online reputation automatically.
Centralized Review Management & Analytics
All reviews are consolidated in one dashboard, and conversion rates are tracked from estimate to closed deal. You can see which follow-up messages work best and optimize your sales process.
Key Features
Comprehensive features designed for your industry
Automated Email & SMS Sequences
Personalized follow-ups based on estimate type.
CRM Integration
Tracks lead responses and deal conversions.
Review Request Automation
Encourages satisfied clients to post online reviews.
Performance Dashboard
Monitors conversion rates and feedback quality.
Template Builder
Customizes follow-up language by service type.
Results & KPIs
Measurable improvements from implementing our solution
| Metric | Before | After | Improvement |
|---|---|---|---|
| Estimate Follow-Up Rate | 20% | 90% | 350% increase |
| Closed Deals | 25% | 60% | 140% increase |
| Review Volume | Low | +150% | 150% increase |
| Customer Satisfaction | 3.5/5 | 4.9/5 | 40% increase |
Results may vary based on implementation and business-specific factors.
Ready to Transform Your Business?
Let's discuss how this solution can work for your trade services business.
Schedule a free consultation to explore your specific needs and see how our automation can drive results.