AI Cleanup Doctor
Fictional sample

Sample Old Estimate Recovery Report

This shows the shape of a $497 Old Estimate Recovery Sprint deliverable: a cleaned priority list, do-not-contact handling, follow-up drafts, and a Reply tracking board for owner review.

Order the $497 sprint Estimate recovery value Download tracker CSV
42 stale quotes reviewed
12 Priority 1 records
9 do-not-contact removed
48h 48-hour cleanup sprint
No real customer data is shown here. This is a Fictional sample using invented records. No revenue is guaranteed, and every real sprint should remove opt-outs, complaints, and do-not-contact records before follow-up.
Priority list

Cleaned stale quote opportunities

The first deliverable is a short owner-readable list. It separates reachable estimates from records that should be suppressed, reviewed, or retired.

Record Service Age Value Priority Next step
OE-014 Roof repair 54 days $6,800 Priority 1 Send respectful follow-up draft A
OE-021 HVAC replacement 93 days $11,400 Priority 2 Call review before email
OE-033 Water heater 38 days $2,900 Priority 1 Send quick update option
OE-040 Flood repair 121 days $8,200 Review Check job context first
OE-044 Remodel quote 210 days $18,000 Suppress Marked do-not-contact
Follow-up draft

Sample follow-up message

The draft gives context and an easy stop option. It is not a pressure message.

Subject: quick follow-up on your old roof repair estimate

Hi [first name],

This is [name] from [company].

I was reviewing older estimate requests and saw that we prepared a roof repair quote around [month].

If the project is already handled, no problem. If it is still on your list, I can update the estimate, answer questions, or help you decide the next step.

Would it be useful if I sent a quick updated option?

Best,
[name]

If you do not want follow-up from us, reply "stop" and we will mark this as do-not-contact.
Reply tracking board

Owner-visible next steps

The real value is not only a draft. It is knowing what happened next and stopping cleanly when someone opts out.

  • Interested: update estimate, schedule call, or send booking link.
  • Not now: retire for this cycle or ask permission for future seasonal follow-up.
  • Stop: mark do-not-contact immediately.
  • No reply: one light follow-up only if allowed by the owner's rules.