AI Follow-Up
Recover revenue from quotes your sales reps forgot to follow up on.
URBLD AI Follow-Up automatically follows up on unsold appointments and open estimates — Day 3 check-in, Day 7 approved discount, Day 15 reminder, Day 30 floor price with a 48-hour timer. Quote recovery only. Inside the manager-approved discount envelope.
URBLD AI Follow-Up automatically follows up on unsold appointments and open estimates — Day 3 check-in, Day 7 approved discount, Day 15 reminder, Day 30 floor price with a 48-hour timer. Quote recovery only. Inside the manager-approved discount envelope.
- Roofing companies
- HVAC companies
- Plumbing companies
- Electricians
- Landscapers
- General contractors
- How the feature works
- Who it's built for
- How it connects to the rest of URBLD
- FAQs and related pages
- One connected record across CRM, jobs, and billing
- AI receptionist and follow-up built in
- Field, office, and AI on the same thread
- Trade-specific workflows, not a generic CRM
- E-signature, PDF, and payments included
- Replaces 6+ disconnected tools
What is AI follow-up for unsold estimates and quotes?
URBLD AI Follow-Up is automated quote-recovery software for unsold estimates and appointments. After a sales rep visits a customer, gives a price, and fails to close, URBLD runs a governed 3-day check-in, 7-day approved discount, 15-day reminder, and 30-day floor-price offer — so quoted jobs don't quietly die after the sales visit.
A soft check-in three days after the quote
Three days after a sales rep gives a price and walks away unsold, URBLD sends a short, no-pressure check-in tied to the actual estimate — not a generic drip message.
Day 3 — Soft check-in
Quote sent, no reply
- Detected when
- Estimate delivered after the appointment, no approval, decline, or counter.
- Trigger
- 3 days after the quote was sent — no discount, no pressure.
- Action
- A short, branded check-in: 'Wanted to make sure you got the estimate — any questions?'
- Pauses on
- Customer replies, books, declines, or rep takes the thread.
The first touch is informational only. No price movement, no urgency — just a confirmation the quote landed.
One module · Two modes
AI Follow-Up automates your Follow-Ups module
Follow-Ups is the recovery module where unsold appointments, open quotes, no-sale visits, and pending estimates are managed. AI Follow-Up is the automated layer inside that same workflow — same records, same queue, same reps. The difference is who's running the cadence.
Manual Follow-Ups · Default
Reps work the queue by hand
Reps and managers work the recovery queue manually: review the estimate, send the message, apply approved discounts, call the customer, mark the deal won or lost. Nothing wrong with it — it just depends on the rep remembering Day 3, Day 7, Day 15, Day 30.
AI-Managed Follow-Ups · When assigned
URBLD runs the cadence for you
The same follow-up record can be assigned to AI Follow-Up. URBLD then runs the approved Day 3 / 7 / 15 / 30 recovery cadence automatically, applies discounts inside the manager-approved envelope, pauses the moment the customer replies, and escalates when human approval is required.
Reps activate it from the follow-up's drawer in the Follow-Ups module: Assign to AI Follow-Up → pick the recovery sequence → confirm floor / discount rules.
The real problem
Sales reps chase new leads. Old quotes quietly die.
Most service businesses lose more revenue to forgotten estimates than to lost leads. A rep visits the customer, quotes $30,000, drops to $27,000 in the driveway, says "I'll follow up next week" — and never does.
On that same job the cost might be $18,000–$20,000. There is real room to give another $1,000–$2,000 and still close a profitable deal. But reps are always chasing the next new lead. The second follow-up rarely happens. The third never does. The money quietly falls between the fingers.
AI Follow-Up exists for one reason: to run the second, third, and fourth follow-up the rep was never going to make — inside the discount path the manager already approved.
The real enemy
The enemy isn't losing the deal immediately.
It's letting quoted jobs silently die after the appointment.
Most service companies don't lose estimates because the customer said no. They lose them because nobody follows up properly after Day 3, Day 7, and Day 15.
The deal isn't dead — it's just unattended. The rep moved on. The quote is sitting in an inbox. The customer is waiting for a reason to decide. And every day that passes, the close rate drops.
AI Follow-Up doesn't fight other tools. It fights forgotten estimates, quote abandonment, and reps moving on too early.
Quote recovery state machine
How an unsold quote moves through AI Follow-Up
Every recovery is a state transition tied to the actual estimate — not a generic drip campaign. The sequence reads the deal, acts inside the approved discount path, and yields to a human the moment the customer engages.
Manual quote recovery vs AI Follow-Up
Same recovery records, same approved discount envelope. The only difference is whether the rep remembers Day 3, Day 7, Day 15, and Day 30 — or URBLD runs them automatically inside the rules the manager already set.
Manual quote follow-up
- Rep moves on to the next new lead
- Second follow-up rarely happens, third never does
- Random texts with no timing or pricing logic
- Reps freelance discounts in the driveway
- No floor price, no expiry, no closure
- Quoted jobs sit open forever and quietly die
URBLD AI Follow-Up
- Day 3 / 7 / 15 / 30 cadence runs automatically
- Discounts come from the manager-approved envelope
- Every message references the actual estimate
- Floor price has a hard 48-hour timer
- Customer reply pauses AI and notifies the rep
- Unanswered floor closes the deal lost — clean pipeline
Core Doctrine
URBLD Starts Before the Customer Exists
Most CRMs start when the customer already exists. URBLD starts before that — at lead intake, qualification, follow-up, and conversion.
The full operational lifecycle
Lead Operations
Before the customer exists
Customer Operations
After the lead converts
Real Results
3.5x
Quote recovery vs manual chase
$124K
Revenue recovered / mo
0
Estimates forgotten
48h
Floor-price decision window