Open-estimate map
A short list of who is waiting, what they need, likely barrier, last touch, and next step.
Monthly follow-up ownership
Keep open estimates from disappearing after the rescue.
R3 reviews your open estimate list each week, drafts the next respectful messages, and gives the owner a written follow-through map. No CRM rebuild. No customer-data dump. No automation theater.
What R3 owns each week.
The service is intentionally narrow. R3 helps the owner see and act on the quote follow-up queue; your team still owns customer relationships and sending.
Next messages
Plain-language follow-up copy for the leads that still deserve attention.
Owner checklist
Which leads need a call, which need a text/email, and which should be closed politely.
The weekly rhythm.
Simple enough to fulfill manually in one to two focused hours per account per week.
MondayOwner sends open-estimate list or tracker snapshot.
TuesdayR3 returns the follow-through map and message drafts.
MidweekTeam sends approved next steps and notes replies.
FridayR3 summarizes stuck points and next week's fixes.
Good fit
- HVAC, roofing, plumbing, concrete, fencing, landscaping, pools, exteriors, cleaning, tree service.
- You send estimates or quotes and some go quiet.
- You can share a lightweight list of open estimates without handing over passwords.
- You want written help before automation.
Not the fit yet
- You need full CRM implementation or admin access work.
- You want R3 to send messages directly to customers.
- You need SMS/Twilio or paid ads.
- You do not have estimate-driven sales.
Start with proof, then decide.
Start with the $750, 30-day Roofing Estimate Recovery Pilot. The monthly desk only makes sense after the pilot shows a stable queue and a useful operating rhythm.