Epano Follow-up System
Most quotes and leads go quiet and never get a second touch. This follows up for you — by email and text, in your own voice, naming the person and the actual job — so a stalled quote reads like you reaching out, not a robotic blast. It works every stale lead until it books or you get a clear no.
The problem it kills
The quote you sent went cold.
You sent it, they said they'd think it over, and then — nothing. No one circles back. A couple of quiet days pass, the job slips down the list, and a quote you already did the work for just fades out. It wasn't a no. It was a never-followed-up.
7×more likely to qualify a lead when you reach out fast instead of letting it sit. Most stale quotes never get a single second touch. — Harvard Business Review, 2011
Quote sent
Awaiting a reply
Why it actually gets a reply
A message that's actually meant for them.
A generic 'just checking in' gets ignored — it reads like a number in a system. So it doesn't send one. Every message goes out in your voice and fills in the details that make it real: who they are, the exact job, your shop's name. It reads like you, because it's built to.
expect a personalized experience.
are frustrated when they don't get it.
A follow-up that names them and their job is the difference between a reply and a delete.
McKinsey & Company, 2021
Hi there — just checking in. Are you still interested? Let us know.
Hi Dave — this is Sarah from Bob's Plumbing. We sent you a quote for the water-heater replacement a couple days back; I don't see it booked on our end yet — still interested?
It fills in what makes it real
- Client's nameDave
- Agent's nameSarah
- Your businessBob's Plumbing
- The actual jobthe water-heater replacement
- The timeframea couple days back
It reads off the leads and quotes already in your CRM — no new system to run — and follows up by email and text over a few days, easing off the moment someone replies.
It keeps a polite distance
A few touches over a few days — never nagging — until it books or you get a clear no.
The payoff
Every stale quote and quiet lead gets chased the way you would if you had the time — personally, in your voice, off the leads already in your CRM. It works each one until it books or bows out, so the jobs you already did the work for stop slipping away.
Every stale quote chased
Quiet leads and quotes get a second touch instead of fading out.
Sounds like you, not a robot
In your voice, naming the person and the actual job — never a blast.
Books or a clear no
It works each one over a few days until it lands the job or bows out.