Our Follow-Up Automation Services
Creating consistent and professional customer communication for busy trades teams.
Automatic Estimate Follow-Up
Once you send the estimate,
we handle the follow-up.
Texts + emails.
Clear reminders.
Professional wording.
More approvals.
Smart Customer Reminders
People forget. We fix that.
Your customers get friendly nudges that get them to respond without annoying them.
Trade-Ready Messaging
Your messages sound like you, not a robot.
Plumbing? HVAC? Roofing? General handyman?
We tailor everything.
Instant Response Routing
When customers reply to the follow-up, the message goes straight to you.
No delays. No missed opportunities.
How It Works
Step 1
Send the Estimate
Take a picture and text. Use whatever CRM or app you already use.
Step 2
We Start the Follow-Up
Texts + emails go out automatically with reminders and easy approval buttons.
Step 3
Customers Respond Faster
You get fewer stalled jobs and more people saying “Yes, let’s do it.”
Who's This Perfect For
Plumbers
roofers
hvac techs
handymen
electricians
remodelers
any trade that
sends estimates
Tiers of Support
Tier 1
Starting at $2,000/mo*
Ideal for low-volume contractors or single-operator teams
Up to 50 Estimates
Includes SMS/email follow-up for up to 50 customer estimates per month
Tier 2
Starting at $3,000/mo*
Ideal for growing companies consistently generating estimates
Up to 100 Estimates
Includes SMS/email follow-up for up to 100 customer estimates per month
Tier 3
Starting at $4,000/mo*
Ideal for higher-volume service businesses
Up to 150 Estimates
Includes SMS/email follow-up for up to 150 customer estimates per month
* If you don’t have a website, we’ll build you a clean, professional one-page site so your business meets A2P compliance requirements. This ensures your messaging gets approved and your follow-up system runs smoothly without delays.
How It Works
How It Works
Step 1
Step 2
Step 3
Send the Estimate
Take a picture and text. Use whatever CRM or app you already use.
We Start the Follow-Up
Texts + emails go out automatically with reminders and easy approval buttons.
Customers Respond Faster
You get fewer stalled jobs and more people saying “Yes, let’s do it.”
Who's This Perfect For
Plumbers
roofers
hvac techs
handymen
electricians
remodelers
any trade that sends estimates
TESTIMONIALS
Read What Clients Are Saying
"...keeps all my estimates and follow-ups moving so I don’t lose clients."
“Running a landscaping business is busy enough and I HATE follow-ups. Pipeline Lifeline keeps all my estimates and follow-ups moving so I don’t lose clients. My schedule stays full and my customers love the communication. It’s made my life so much easier.”
- Pedro M., Landscaper
"I’m landing way more work without doing anything extra"
"“I used to drown in open estimates. Pipeline Lifeline came in and took that entire headache off my plate. Customers actually respond now, and I’m landing way more work without doing anything extra. This has been a game-changer for my shop."
- Tito T., Plumber
"My business has never felt more organized."
“I don’t have time to chase estimates. Pipeline Lifeline now handles all my follow-ups, and I’m closing jobs I used to forget about. Simple, easy, and it works. My business has never felt more organized.”
- Justin V., Plumber
Frequently Asked Questions
How does this actually work?
You send us your estimates. We handle all the follow-ups (texts, emails, reminders) until the customer replies.
Do I need to learn new software?
No. You keep doing what you do now. We plug into your existing process and take over the follow-up work.
Will this annoy my customers?
Nope. Messages are polite, friendly, and spaced out. They feel like helpful reminders, not spam.
How fast can this be set up?
Most setups are ready in 2-3 business days after we get your info.
Will this replace my office staff?
No. It simply removes the repetitive follow-up tasks so your team can focus on real work.
What if I don't want my customers texted?
We can do email-only, text-only, or a mix -- whatever fits your comfort level and customer base.
How many messages go out?
Each estimate gets a short sequence of 2-3 follow-ups. Enough to boost conversions, not enough to feel pushy.
Will this work if I send out a lot of estimates?
Yes. Whether you send 10 or 200+ estimates a month, we can handle your volume without missing a beat.
READY TO GIVE US A TRY?
Stop Chasing Customers.
Start Closing Jobs.
Let Pipeline Lifeline follow up on your estimates automatically.
READY TO GIVE US A TRY?
Stop Chasing Customers.
Start Closing Jobs.
Let Pipeline Lifeline follow up on your estimates automatically.
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