Estimate Follow-Up Coordinator
Works the estimates and declined lines nobody went back to, on a cadence you set, and captures the decision on each.
The job nobody is doingQuotes that go cold because the follow-up is the owner’s night job, and it happens once.
Nothing on this page is a record of work done. It is the standard this seat is built to, and every line of it is a term of the agreement you sign.
What it handles
Runs whenA quote that has gone quiet for the number of days you set.
HoursYour lists
What it works from
- Your unsold estimates and declined lines
- The price book answers you approve
- The cadence and quiet hours you set
What it produces
- A follow-up on each open quote
- The decision captured against the quote
- A booked slot where the answer was yes
The number it is measured on
Quotes contacted, and the decision captured on each.
What counts
- An open quote contacted inside the cadence
- A yes, a no or a not-yet recorded against the quote
- A slot booked from a yes
What does not
- Anyone who never asked you for a price
- A contact outside your quiet hours
- A quote already closed in your system
One number, agreed before anything is built, and reported on the same line every Friday. It is counted from the seat’s own log.
What it never does, and what it may.
The first list is written into your agreement and enforced by withholding the permission, not by an instruction. The second is every class of action a digital employee can hold, and where this seat stands on each one.
What stays human
Anything on the Human Line goes to the person you name, by name, and it says a human is coming.
Permissions
- Read
GrantedYour open estimates, declined lines and the price book. - Prepare
GrantedThe follow-up message and the slot it offers. - Send
On your approvalFollow-ups to people who asked you for that price. Proposed for approval for the first two weeks, then on your written yes. - Submit a form
NeverThe permission is not granted, so there is nothing to talk it around. - Purchase
NeverThe permission is not granted, so there is nothing to talk it around. - Book
On your approvalA slot in your calendar when the answer is yes. - Cancel
NeverThe permission is not granted, so there is nothing to talk it around. - Negotiate
NeverThe permission is not granted, so there is nothing to talk it around. - Change an account
NeverThe permission is not granted, so there is nothing to talk it around.
It cannot grant itself a permission, and nothing it reads or is told can switch one on. Only a person changes this list, in writing.
How it starts, what it works inside, and how it ends.
The supervised start
BuiltAbout seven business days to build, from your Standing Orders.
First two weeksTwo weeks with no ability to send: it researches, drafts and proposes, and you approve every item.
After thatSending continues only on your written yes, and only inside the Standing Orders.
Read byA named person here reads its work, daily for the first two weeks and weekly after.
Works inside
Access is granted by you, per system, and can be withdrawn by you at any time.
Terms
BasisMonth to month.
ProbationThe first 30 days are probation: replaced at our cost, or released.
Ending itOne email ends it.
PriceA one-time placement fee and a flat monthly, quoted in writing for your actual job. No price on the site could be a quote, so we do not print one.
One page every Friday, and the scorecard behind it.
Both are shown here as the format they arrive in. There is no score on this page and no customer's numbers: this seat has not been placed, and a scorecard with figures in it would be a claim we cannot support. It fills from the seat's own log, from week one.
- Handled
- What it did this week inside your Standing Orders, counted against the measure.
- Handed to a human
- Every item it passed to the person you named, and why.
- Changed
- Anything added to the Standing Orders, and who approved it.
- Mistakes found and fixed
- What the week’s review caught, and what was corrected.
- Read by
- The person named in your agreement. Daily for the first two weeks, weekly after.
- Outcome success
- The measure above, counted from the seat’s own log.
- False positives
- Items it acted on that it should have left alone.
- Duplicates
- The same item worked twice.
- Unsupported claims
- Anything it stated that its sources did not support.
- Schedule reliability
- Work that ran when it was supposed to run.
- Review minutes
- Human minutes spent reviewing it that week.
On the roster as
This seat is one job. These are the roster roles it is built from, one per trade, with the scope each was researched against.
Home Services · Follow-Up & ReactivationEstimate Follow-Up CoordinatorWorks unsold estimates on a seven-day cadence, answers price-book questions, and books the ready ones.
On the roster as Rehash Desk until this seat was named.Auto Repair, Body & Tire Shops · Follow-Up & ReactivationEstimate Follow-Up CoordinatorWorks declined and deferred lines off old tickets and inspections, offers a slot, logs each outcome.
On the roster as Deferred Work Desk until this seat was named.Another trade? The roster is every industry we have mapped so far, and the designer drafts a plan for any job you describe.
Start this seat, or tell us the one you need.
Describing the job gets you the seat in writing from a person here: what it handles, the number it's measured on, what it never does, who reads its work, and how it ends. Then a quote, also in writing. It does not start anything. Seats start a few at a time, because a named person here reads every action of each new one, daily, for two weeks.
Questions? Call or email — (346) 399-9996 · jimmy@myfoundingpartner.com