Build the baseline
Remove duplicates and closed work, then classify every eligible estimate by age, value, and next action.
30-day roofing estimate recovery pilot
Turn the unsold estimate pile into a managed next-action queue.
R3 organizes 25–50 open roofing estimates, runs an owner-approved email follow-up sequence, and reports which opportunities reactivate. No CRM replacement. No cold SMS. No revenue promises.
$750one-time pilot · qualification required
Request a 15-minute fit review
25–50 estimatesEmail-firstWritten weekly report30 days
One queue. Three touches. A clear stop.
Run approved follow-up
Use three respectful email touches with reply routing, opt-out handling, and documented stop rules.
Measure the result
Report reactivations, appointments, won work confirmed by the customer, and what should happen next.
Built for a specific operating problem.
20+ estimates a month
There is enough quote volume for a repeatable recovery process to matter.
25–50 open estimates
The team can identify a real backlog without exporting the entire customer database.
Looking for ads or a new CRM
This pilot works the estimates you already earned. It does not manufacture demand.
Qualification first
See whether the queue is worth working.
The first conversation requires no customer list, CRM credentials, payment, or screenshot. R3 will ask about volume, ownership, and the measurable result you need.