Become A Selling Machine | Estimate Rocket Blog

A Common Problem

After you send out an estimate, how often do you follow up with your prospect? Weekly? Once? Never?

If you don’t stay on top of your prospects they may just forgot about you, or go with one of your competitors that has been keeping up with them. Many sales take a lot more than one follow up to close the deal, and not performing these follow ups means the time you spent creating and delivering the estimate was wasted.

Regular communication with prospects is a time consuming process that leaves you with less time to perform billable work. What if you could be following up with all your prospects like clockwork without lifting a finger?

The Solution

Estimate Rocket can do this for you with our Automated Follow-up Campaign feature. With Automated Follow Up Campaigns every one of your prospects will receive a series of follow up emails after they receive an estimate. You define the emails you want to send and once a prospect receives their estimate they will start receiving follow up emails automatically.

Since you are staying on the top of your prospects you will close more sales, and since it happens automatically you will also be freeing up more of your time to do billable work.

What a Campaign Looks Like Imagine that you deliver an estimate today and tomorrow your customer automatically receives a personalized email like this:

Hi John,

I wanted to follow up on the estimate that I sent yesterday and make sure that you received it. If you did not, please let me know and I will resend it. If you did receive it, please don’t hesitate to call or email back with any questions that you have.

We are really looking forward to working with you on this project!

Sincerely, Tom Jones

If your customer accepts the estimate no more emails will be sent out, but if they don’t they will keep receiving emails from you with content and at intervals that you defined ahead of time. You could try sending the following email a week after the customer receives their estimate.

Hi John,

I am checking in with you to see if you have had a chance to consider our estimate. I know you are probably very busy but if you are thinking of doing the project sometime in the next couple of weeks, I want to make sure that we get you into our schedule.

As always if you have any questions at all about our estimate, please don’t hesitate to ask.

Sincerely, Tom Jones

The content of the emails, how often they are sent, and how many are sent are completely up to you. You can try enticing your customer after a few weeks by having a discount offer sent out.

Hi John,

I have not heard back from you in a while and wanted to reach out to you and offer a 10% discount on your project if we can do the work for you in the next 2 weeks.

Please call or email to let me know if you are interested.

Thank you, Tom Jones

By automatically staying in communication with your customers you have more chances to stay on their mind and get them to sign on the dotted line!

To keep things simple you only need to set up your Follow Up campaign once, and you can initiate it automatically for any of your projects. This feature will become the secret weapon of every Estimate Rocket Pro user. Making Automated Follow-ups part of your Business Strategy is sure to help you close more sales will freeing up your time to do more billable work.

How We Do It

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