- Day 1 (estimate sent): "Hi [name], it's [your company]. Here's the estimate we discussed. Reply with any questions."
- Day 3: Soft check-in — "Hey [name], wanted to make sure you got the estimate. Any questions I can answer?"
- Day 7: Insurance angle — "Hi [name], if you're working with insurance on this, we can help with the claim documentation. Want me to walk you through it?"
- Day 14: Material lock-in — "Just a heads up — we're locking in material pricing for the next 2 weeks. If you want to move forward, now's a good time."
- Day 21: Direct close — "Hey [name], are you still planning to move forward with the work? Just want to make sure I close out the estimate either way."
- Day 30: Last touch — "Final follow-up from [your company]. If you've gone with another roofer, totally fine — just let me know so I can close the file. Otherwise, ready when you are."
- Day 45: Re-engagement — "Hi [name], if you decided to wait on the work, no worries. Reach out whenever you're ready and I'll re-quote at current pricing."
Your team captures SMS consent at the time of estimate using a standard one-line disclosure we provide (we'll send you the exact language during onboarding). Every message in the sequence includes opt-out instructions — replying STOP, UNSUBSCRIBE, or any clear opt-out request halts the sequence within minutes. Consent records and opt-out events are timestamped and stored for your protection. Texas roofers face elevated SMS compliance exposure under federal TCPA and Texas S.B. 140 — we treat this seriously.
Your team forgets. The Engine doesn't. Every unsold estimate enters a 45-day sequence the moment it's sent — no manual chasing, no Post-it notes, no "I'll follow up tomorrow." Some homeowners reply on day 3. Some reply on day 21 when they finally hear back from insurance. Both are revenue your team would have left on the table.
The default 7-touch sequence is designed for typical Texas roofing job cycles. Founding clients can request:
- →Custom sequence timing — shorter cycles for storm work, longer cycles for high-ticket commercial
- →Custom message copy — your voice instead of our defaults, in English or Spanish
- →Insurance-claim-specific tracks — separate sequence variations for cash vs. insurance jobs