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Local Services
Lead Recovery
Starter
Featured

Quote Request Capture and Follow-Up

Capture new service inquiries, qualify them quickly, and automate fast quote follow-up.

Setup:20-50 minutes
Time saved:3-8 hours
Installs:93
Difficulty:easy

Plan: Free

Pain point

Leads are lost when quote requests sit too long without acknowledgment or follow-up.

Primary outcome

Faster response time and more booked jobs.

How this playbook works

This playbook helps local service businesses respond faster to quote requests by collecting job details, routing inquiries, acknowledging leads instantly, and following up until the estimate is handled.

ROI note

Protects paid lead sources and improves quote conversion by reducing response delay.

ROI Calculator

Estimate your time and cost savings based on your industry and volume.

Hours / week
3.0
Hours / year
156
Saved / month
$520
Saved / year
$6,240
Based on Local Services average labor rate of $40/hr and 50 tasks/week. Estimates only — actual results vary.

Workflow steps

  1. 1

    Capture quote inquiry

    trigger

    Receive new quote requests from form, inbox, SMS, or chat.

    Forms or inbox
  2. 2

    Send instant acknowledgment

    send_message

    Reply within minutes confirming receipt and next steps.

    Email or SMS
  3. 3

    Qualify service area and type

    classify
    AI

    Check ZIP code and service type against business eligibility.

  4. 4

    Assign estimator

    sync

    Route to the right estimator or owner based on job type.

    CRM
  5. 5

    Send follow-up reminder

    send_message

    If no estimator response in the response window, send a reminder.

    Email or SMS
  6. 6

    Update lead status

    update_record

    Track quote status from inquiry to booked or lost.

    CRM

Metrics tracked

speed
Speed to Quote
< 15 min
Time from quote request to acknowledgment.
conversion
Booked Job Rate
> 30%
Percentage of quote requests that convert to booked jobs.
efficiency
Lead Response Rate
> 95%
Percentage of inquiries acknowledged within target window.

Required integrations

Email or SMS
Acknowledge leads and send follow-ups.
sms
Forms or inbox
Capture new quote requests from web and email.
forms

Optional

Phone system
Trigger outbound callback workflows.
phone
Calendar
Offer instant estimate booking.
calendar
CRM
Track inquiries through to booked job.
crm
Fallback behavior

Create manual callback task for estimator or office manager.