Sample walkthrough
What happens after a quote goes out.
This page shows a sample sequence for Desert Cut Lawn Care, a fictional landscaper. After a quote is sent, the customer gets three automatic check-ins. The owner gets a Friday list of quotes that are still open.
1. A quote is sent
Sample job timeline
Fictional customer and price. Used only to show the sequence.
DC-1048 · Benito Ruiz
Status in this sample: Quote sent, waiting on a yes for leaf haul-off and bed refresh.
-
Mon, Nov 3 · Day 0
Quote sent. Desert Cut emails Benito the written quote. The follow-up sequence starts automatically. No one has to remember to put it on a calendar.
-
Wed, Nov 5 · Day 2
First check-in. A short text and email ask if Benito has questions on the quote.
-
Mon, Nov 10 · Day 7
Second check-in. An email repeats the quote amount and offers a quick call.
-
Mon, Nov 17 · Day 14
Final check-in. A last text and email close the loop. If Benito has already replied or booked, these stop.
-
Every Friday
Open-quotes list. The owner gets an email of quotes that are still open, including this one until it is booked, declined, or expired.
2. The 3 automatic messages
Sample texts and emails
Wording below is sample copy for this fictional job. A real setup uses the contractor's name, quote details, and preferred channel (text, email, or both).
Hi Benito, this is Jace at Desert Cut Lawn Care. Just checking that you got the fall cleanup quote we sent Monday for $1,240. Happy to answer questions if useful. Reply here or call 435-555-0148.
Sample text only. Not a real message and not a real phone number.
Hi Benito,
I wanted to make sure the fall cleanup quote we sent on Monday made it to you. The sample amount is $1,240 for leaf haul-off and bed refresh at 77 Cottonwood Spur.
If you have questions, or want to adjust the scope, reply to this email and I will get back to you.
Jace Hale
Desert Cut Lawn Care (sample)
Hi Benito,
Following up on the fall cleanup quote for 77 Cottonwood Spur. If you want to talk it through, I have time this week for a short call.
The quote is still $1,240 as written. If the work has changed, tell me what you would like adjusted.
Jace Hale
Desert Cut Lawn Care (sample)
Hi Benito, last check-in from Jace at Desert Cut on the $1,240 fall cleanup quote. If you want to book it or change the scope, reply yes and I will set a date. If not, no problem at all.
3. The Friday open-quotes list
Sample owner email
Sent to the owner every Friday. This sample is dated Friday, Nov 14, 2026, and uses fictional jobs only.
Hi Jace,
Here is the sample Friday list of quotes that are still open. None of these names, addresses, or amounts are real.
| Job | Customer | Work | Quote | Sent | Next touch |
|---|---|---|---|---|---|
| DC-1048 | Benito Ruiz Santa Clara, UT |
Fall cleanup | $1,240 | Nov 3 | Day 14 on Nov 17 |
| DC-1052 | Owen Blake (Sunrise Plaza) St. George, UT |
Weekly lot and island maintenance | $980 | Nov 6 | Day 7 on Nov 13 |
| DC-1055 | Lena Cho Ivins, UT |
Winter shrub wrap, four beds | $460 | Nov 10 | Day 2 on Nov 12 |
Sample open-quote total: $2,680. This is a list, not a forecast, and it does not promise that any of these will book.
Jace can mark a quote booked, declined, or expired and the automatic messages for that job stop.
Quote Follow-Up Setup · EVRGRN Digital
I set this up for you in 48 hours.
After every quote you send, your customer gets three automatic follow-ups (text or email on day 2, day 7, and day 14). Every Friday you get a list of quotes that are still open. Built in HighLevel or simple tools, using your wording and your quote process.
Set up in 48 hours. No Stripe checkout on this page. Reply to Nate to get started.
What you get
- A 3-touch follow-up that starts when a quote is sent
- Text, email, or both, using your name and your copy
- A Friday email listing quotes that are still open
- Messages that stop when the customer replies, books, or declines
- A short written handoff so you know how to start a new quote in the sequence
This is a setup, not a promise that quotes will book, revenue will rise, or follow-up time will drop by any set amount. The walkthrough above is a sample with fictional data.
Nate Koz, EVRGRN Digital · gbpapproved@gmail.com · 808-772-0705
Quote Follow-Up Setup sample. Fictional data for a product demo. Do not treat these names, addresses, or prices as real.