Resource

Old Estimate Follow-Up Scripts

Old estimates are paid-for opportunities. The goal is to reopen the conversation with timing, relevance, and a clear next step.

Keep it short

The message should feel like a useful check-in, not a mass promotion. Reference the original service category when possible and ask one simple question.

Segment before sending

Separate old estimates by service line, age, value, seasonality, and reason they stalled. A roof estimate after a storm needs different language than a remodeling proposal from last year.

Route replies quickly

A revived lead should not wait. Replies need a clear path into a callback, appointment, estimate update, or staff review.

Questions

Common questions

Should discounts be used?

Sometimes, but not by default. Convenience, timing, seasonal urgency, financing, or updated availability can be better angles than discounting.

How many follow-ups are enough?

Use a short sequence and stop when someone opts out, is not interested, or does not fit. Respect and list hygiene matter.