Many contractors know how many estimates they sent, but not which ones are overdue, which ones need a call, or which ones should be closed out.
The workflow to build
When an estimate is sent, create a follow-up schedule tied to job type, value, age, and owner.
Where automation helps
AI can draft follow-up based on estimate notes and customer context. A human should approve unusual or high-value messages.
What to measure
Track open estimates, follow-up completion, time to response, won work, lost work, and value sitting without next action.
What not to automate
Do not send the same message to every customer forever. Bad follow-up trains people to ignore you.