What Changes for the Business
- Call notes become a proposal or quote draft the same day.
- Open quotes get scheduled follow-ups you approve.
- Old quotes and leads get a final check-in before they are closed.
Where It Slips Today
- Quotes go out and nobody follows up.
- Proposals take days, and the buyer moves on.
The Setup
- Keep quotes in one list. A sheet or CRM with each open quote, its date and its status.
- Set the follow-up schedule. Choose when each check-in goes and write the tone you want.
- Draft proposals from calls. Feed call notes to the proposal builder and review.
- Close the loop. Mark won, lost or paused so the follow-ups stop at the right time.
Start with the first step, run it for a few weeks, then add the next. Bots draft, you approve.
Matching Use Cases and Bots
Answer, Quote and Follow Up on Every Home-Service Lead
A voice receptionist picks up, leads get an instant answer, and every quote gets a day 3, 7 and 14 follow-up. Read the blueprint.
- Voice Receptionist Call Bookerby SuperAgentAnswers calls and books appointments.
- Speed-to-Lead Closerby @coreyganimReplies to web leads the moment they land.
- Quote Follow Up Sequenceby 43 SunsetsSends quote follow-ups on day 3, 7 and 14.
- Reply Deskby @lonzom10Drafts replies to reviews and messages.
Go from Sales Call to Signed Proposal to Paid Invoice
After each call, get to-dos, a proposal deck, a quote routed for approval and invoice chasing.
- Post Call Assistantby @itspriyaptlDrops to-dos and a follow-up draft.
- Post Call Proposal Builderby Gerald DenorBuilds the proposal deck.
- Quote Request Routerby Baptiste FortRoutes the quote for approval.
- Deal Desk Autopilotby ericosiuFlags stalled deals.
- Invoice Hunterby @scheemunaiChases invoices.
Quote Faster in a Small Maker Shop
Answer customer questions and price jobs with quantity discounts, then reply in a consistent voice.
- Precision 3D Helperby @srinimaramAnswers questions, prices jobs and helps fix prints.
- Reply Deskby @lonzom10Drafts replies to customer messages and reviews.
Reactivate Old Leads with Calls and a Win-Back Email
Clean an old lead list, call it with a voice agent, book the interested ones and email the rest.
- Lead Enricherby NittarabRefreshes contact details.
- Sheet to Voice Sales Callerby Marcus TaylorCalls the list with a voice agent and logs outcomes.
- Prospect Meeting Bookerby benlnBooks calls with interested leads.
- Churn Win-Back Loopby @liam_fallenDrafts a win-back email for the rest.
Go from Gig Listing to Proposal in One Afternoon
Watch freelance boards, screen the good gigs, send a case study and turn calls into proposals fast.
- Contra Job Scraperby @techking_007Checks Contra every six hours and logs new gigs.
- Lead Vettingby @anzevojeScores each gig against your fit rules.
- Case Skeletonby @paulopierrondiOutlines a matching case study for you to fill.
- Post Call Assistantby @itspriyaptlDrops to-dos and a follow-up after the call.
- Post Call Proposal Builderby Gerald DenorTurns call notes into a proposal deck.
Costs We Checked
From the matching blueprints. Each line keeps its label: V with the vendor page and the date we checked it, E with the basis for our estimate. Check each vendor page before you buy.
- VRun It With Us setup: $1,500 founding price for the first 3 setups (normally $2,500), one time for one bot setup, starting with a $300 deposit that counts toward it. Source, checked 30 Oct 2026.
- EMonthly tools, Home-Service Quote: About $30 plus 20 euros a month Basis: The example monthly bill in this blueprint, at list prices.
- EYour time, Home-Service Quote: About 15 minutes a day to approve replies and check bookings. Basis: Our estimate for a small business in its first month; measure your own in week 1.
Rules to Follow
- Stop following up as soon as someone says no.
- You approve prices and terms in every quote.
FAQ
How many follow-ups is too many?
Pick a short schedule and stop at the first no. The home services blueprint shows one schedule as a starting point.
Does it work for large proposals?
Yes. The proposal builder drafts decks from call notes for you to edit.
What should I measure?
Quotes sent, follow-ups sent and quotes won, before and after.