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CloseRoofing

Roofing: estimate follow-up sequence

A 4-touch follow-up for roofing estimates that didn't close on the spot.

Source: Hive playbook (closer follow-up + Haynes 'where did we lose you')

Why it works

Most unclosed quotes are just undecided. Fact-based follow-ups with one next step beat 'checking in.'

Steps

  1. 1

    Day 1: recap + one question.

  2. 2

    Day 3: answer the likely objection.

  3. 3

    Day 7: simple yes/no question.

  4. 4

    Day 14: 'where did we lose you?'

Prompt / script

Day 1: Hey [Name], good meeting you today. Quick recap: [2 BULLETS]. Any questions on the quote?
Day 3: A lot of homeowners ask about [COMMON OBJECTION]. Here's the short answer: [ANSWER].
Day 7: Want me to hold [DAY] for you, or should I close this out for now?
Day 14: Totally fine if it's a no. Just so I can improve, where did we lose you?

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