Atlas CirrusThe follow-up you keep meaning to send.
Automatic follow-ups reply to new inquiries right away and nudge open quotes on a schedule you choose, then stop the moment someone answers.
Why it matters
Most quotes don’t get a “no.” They get silence, because the customer got busy and you got busy. A polite check-in a few days later often turns that silence into a yes, but it’s the first thing to slip when the week gets full.
How follow-ups work
A lead or quote comes in
From your website, email, phone or estimating tool.
An instant first reply
So they know a real business got their request, with what happens next.
Polite check-ins, then stop
For example day 3 and day 10, in your voice. Any reply stops the sequence and alerts you.
Clinics and service businesses need different things
For clinics, follow-ups help with new-patient inquiries and with people who were sent a treatment plan but never scheduled, kept general and privacy-minded.
For contractors, pool, HVAC and landscape companies, this is quote chasing: a note when the estimate goes out, a check-in a few days later, and a final “should we keep this open?” before it goes cold.
What’s included
- Instant first reply to new inquiries
- Quote follow-up sequence (you pick the timing)
- Stops automatically when they reply
- A simple list of open quotes and where they stand
- Wording written with you
- Founding clients get 30-50% off the first few months in exchange for a testimonial.
We handle your business’s texting registration with the phone carriers as part of setup. It usually takes 1-3 weeks before texts can go out.
Price: this is included in the Growth plan at $400/mo. One-time setup is $500-1,500. Founding clients get 30-50% off the first few months in exchange for a testimonial. Pricing details.
A quote check-in might read
Hi Dave, just checking in on the pool resurfacing estimate we sent Monday. Any questions I can answer? Happy to walk through options. – Coastal Pool Co.
Works with what you have
Your email, web forms, phone, and most estimating, invoicing and CRM tools. If you track quotes on paper or in a spreadsheet, we can start there.
Follow-ups & quote chasing: common questions
How can a contractor follow up on quotes automatically?
Won’t automated follow-ups feel pushy?
How fast is the first reply?
Can it follow up by text and email?
What if I want to call instead?
Does it work with my CRM?
How many open quotes are sitting in your inbox?
In a free 15-minute call we look at how you follow up today and draft the first nudge with you.