extension proposal follow-up
Extension proposals are high-value opportunities that can go cold when homeowners worry about budget, planning, build disruption, timescales or what is included in the proposal.
The homeowner gets a clear follow-up that invites them to discuss the proposal, scope, timing and next steps before making a decision.
Watch the demo walkthrough
This short video explains what this automation does and why it matters.
Follow up with a homeowner who received an extension proposal but has not moved forward. Identify budget hesitation, scope questions, planning or drawings status, timing and the best follow-up action.
Please do not enter real customer, patient, client or case information. Use sample data only.
Demo result
Recommended next action
Why this matters commercially
Best conversion angle
Suggested reply
Service interest
Questions the team should ask
Short summary
Confidence
Recommended next action
Quote status
Likely objection
Best follow-up angle
Suggested reply
Internal summary
Questions the team should ask
In a live setup, this could connect to:
- website forms
- shared inboxes
- Google Sheets
- ad lead forms
- internal team alerts
Want this tailored to your business?
Want this connected to your extension proposal follow-up process?
Request tailored demo