Old Estimates
Turn stale quotes into a clean review list with respectful follow-up and visible do-not-contact handling.
Choose a situation, add light context, and create a human-approved draft for old estimates, missed calls, form leads, weather-demand spikes, or AI reply review. Nothing is sent automatically.
Turn stale quotes into a clean review list with respectful follow-up and visible do-not-contact handling.
Prepare pages, forms, calls, and inbox routing before storm, heat, or seasonal demand exposes follow-up gaps.
Use AI for structure, not blind sending. Keep drafts human-approved before anything reaches a customer.
Use the Lead Response Time Calculator and Revenue Leak Calculator before deciding whether more follow-up is worth reviewing.
Run sensitive or AI-assisted replies through the AI Reply Risk Checker and keep customer-facing language human-approved.
Useful companions: HVAC no-answer cleanup, service-area mismatch cleanup, and agency retainer renewal cleanup.