Turn quote requests into qualified survey appointments.
Follow up quote requests while your team is on-site. Agree project fit and service area, then guide qualified homeowners toward a conversation or survey appointment.
Dedicated follow-up. A protocol, every time.
Agree service area, project fit and estimator capacity.
- Project fit
- Define the project information needed before your team takes over, such as the requested service, property location and timing.
- Service area
- Agree postcode and service-area routing. Enquiries outside your coverage need a clear alternative rather than an unsuitable appointment.
- Survey booking
- Connect the next step to estimator availability and explain what the homeowner should prepare. Route technical questions to your team.
Measure qualified enquiries, booked surveys, attendance, completed quotes and won projects separately. Compare equivalent campaigns and project types; a survey booking is not revenue.
Can one flow handle every project type?
Start with a defined service and its qualification rules. Discuss additional services and any custom routing separately.
What if the homeowner needs technical advice?
Route technical questions to the relevant adviser or estimator. The follow-up flow supports qualification and scheduling.
Start with the enquiry. Define the next step.
Quote requests
Follow up homeowners who requested a quote but have not yet spoken to your team.
Survey appointments
Guide interested homeowners toward a consultation or property survey.
Existing customer opportunities
Discuss a separate upsell or cross-sell flow for a relevant follow-on service.
Questions about home improvement follow-up
Can this follow up enquiries from several campaigns?
Discuss your lead sources and routing during onboarding. We configure the connections and sequence around the enquiries you receive.
Is the goal always an appointment?
No. A flow can lead to a qualified conversation, a quote discussion or an appointment, depending on your sales process.
Choose your playbook. We configure it with you.
Explore the playbook library, per-lead pricing and channel usage, or the agency and lead vendor partner program. Our team currently handles configuration and system connections with you.
Sales consultations are in English or Dutch. Support is available in English, Dutch, German, French and Spanish.
Understand the follow-up process
Explore playbooks, channels and setup in our knowledge base.
Turn more of your existing leads into appointments.
Combine your CRM with Conversion24 follow-up automation. Explore the integration, channel and results you want returned to your CRM.