What it fixes
A held estimate is an expensive lead, because you paid for the ad, the call and the visit. If the job is not signed, nothing was earned. We find the stage where jobs stall, then write the follow-up schedule, the answers to the objections buyers actually raise and a clear quote. You set the price and approve every tool. We count the held-to-signed rate by month.
What the research says
- 79%
79% of consumers say they will switch to the home services business that responds fastest.
Invoca, Home Services Buyer Experience Report (2026), cited on Invoca blog (2026) - 60%
60% of consumers said it took more than an hour to get a response after submitting a lead form.
Invoca, Home Services Buyer Experience Report (2026), cited on Invoca blog (2026) - 77%
77% of customers expect to interact with someone immediately when they contact a company.
Salesforce, Customer engagement research 2023 (11,000 consumers, 3,300 business buyers) (2023)
What's inside
- 01
Find the stage where held estimates stall
- 02
List the objections buyers raise, in their words
- 03
Write a follow-up schedule after the estimate
- 04
Draft objection answers and a call script
- 05
Shape the quote template and a one-page leave-behind
- 06
Track the held-to-signed rate by month
See it in action
Our estimators in St. Louis give a lot of window quotes, and 'it's too expensive' comes up most. What should they say, and when should we follow up?
Gap: estimates held but stalled after the first week, shown from your CRM stage data. Tools for your approval: a follow-up schedule at day 1, 3 and 7, a three-line answer to the price objection that restates the value and the warranty, and a quote template with options. Rollout names who uses each tool and how the CRM records it. Measure: held-to-signed rate each month.
At $10M and up
How it runs in a larger operation
In a larger sales team, results depend on follow-up that is the same for every estimator. Scripts, quote templates and follow-up days sit in the CRM. Leadership sees the held-to-signed rate by estimator and location each month.
- One follow-up schedule for every estimator
- Quote options and price answers standardised
- Held-to-signed rate by estimator and branch
