A roofing estimate is a big decision sitting on a kitchen table. Homeowners compare bids, talk to a spouse, call their insurance company, and then get busy. The contractor who stays politely in front of them usually gets the call back.
Most crews mean to follow up. It just doesn't happen when the next storm or the next job takes over. A sequence fixes that by deciding the messages once.
The six-message sequence
| When | Channel | Message |
|---|---|---|
| Same day | Text | "Thanks for having us out, {first name}. Your estimate is in your email. Any questions, reply here." |
| Day 2 | Recap of the scope, the warranty, and photos from the inspection | |
| Day 5 | Text | "Did the estimate make sense? Happy to walk through it on a 10-minute call." |
| Day 9 | What happens after they sign: scheduling, materials, cleanup, how long the job takes | |
| Day 14 | Text | "Still thinking it over? If timing or budget changed, tell me and I'll adjust the options." |
| Day 30 | A short check-in, then move to a quarterly list |
Stop the sequence the moment they reply, book, sign, or say no. Nobody wants a "just checking in" after they already said yes.
Write it like a person
Use the homeowner's first name and the estimator's name. Mention something specific from the visit when you can: the north slope, the skylight, the gutter run. Avoid pressure lines like "price expires Friday" unless it's true.
Give them a reason to reply
Every message should be answerable in one word or one tap. "Want me to hold a spot in May?" gets more replies than "Let me know if you have questions."
Track where estimates stall
Put every estimate in a pipeline stage called Estimate sent and watch how long jobs sit there. If most deals go quiet after day 5, your day 5 message is the one to rewrite.
Setting it up
In All Set, the sequence is one workflow triggered when an opportunity moves to Estimate sent. It sends on schedule, pauses when the homeowner replies, and moves the deal when it's signed. Plans start at $147 a month with a 14-day money-back guarantee (pricing).
Frequently asked questions
Is six messages too many?
Across 30 days, no, as long as each one adds something and the sequence stops on any reply.
Text or email?
Both. Short nudges by text, details and photos by email.
What about insurance jobs?
Pause the sequence while you wait on the adjuster and track the claim in its own pipeline stages instead.