← Back to all postsAutomationMay 2026 · 7 min read
The 5-Touch Estimate Follow-Up Sequence That Closed $67K in Dead Proposals
AS
AI Savvy Team
The Trade Desk
Industry data says 30–40% of estimates never get a single follow-up. Jobs don't die because of price they die because of silence.
Here's the exact sequence we deployed for Peak Roofing Co. in Denver, which closed $67K in previously dead proposals over 8 weeks.
The trigger
Estimate status = sent, AND no signature after 24 hours. The n8n workflow polls the CRM (Jobber in this case) and starts the sequence automatically.
Touch 1 SMS, Day 1
"Hi [name], Tom from Peak Roofing here. Wanted to make sure the estimate for [job] came through okay. Any questions, just reply here or grab a time to talk: [link]"
Short, human, references the specific job. ~35% of all responses come from this single message.
Touch 2 Email, Day 3
Subject: "Your [job type] estimate quick question". Body includes the estimate PDF again (people lose them), one line of social proof, and the booking link.
Touch 3 AI voice nudge, Day 7
A 30-second AI voice call: friendly check-in, offers to answer questions, and can book the job on the spot if they're ready.
Touches 4–5 Day 14 and Day 21
A value-add email (financing options, seasonal urgency) and a final "should I close your file?" SMS. The close-the-file message alone recovers 8–12% of cold quotes loss aversion is real.
Kill conditions
The sequence stops instantly when: customer books, customer declines, or estimate is marked lost. No awkward double-contact, ever.
Results at Peak Roofing
$67K closed from proposals that had been sitting untouched 30–90 days. Close rate on followed-up estimates jumped roughly 30%. Total build time on our side: about 4 days.
Want this running on your CRM? That's literally what we do.
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