A Foundation Build use case · Starting at $4,500 founding-client price
Unsold Estimate Recovery Sprint
Estimates that went out and never got chased are lost revenue that never shows up as a line item. This sprint builds the follow-up system that catches them.
The Problem
What This Sprint Fixes
Most contracting businesses have no single person or process responsible for following up on estimates that did not close on the spot. The estimate sits, the customer forgets, and a competitor who called back gets the job.
- No named owner for estimate follow-up — it happens only when someone remembers
- No fixed cadence — follow-up timing varies by who is doing it and how busy the week is
- No visibility into how many open estimates exist or how old they are
- CRM/FSM follow-up features that exist but were never configured or adopted
- No script or process for the follow-up call or message itself
Who This Is For
Businesses sending real estimate volume — quotes for repairs, replacements, or larger jobs — where a meaningful share close later or not at all, and nobody can currently say how many are sitting open right now.
Common signals this is the right sprint:
- You cannot answer 'how many open estimates do we have right now' without digging
- Follow-up happens when someone has time, not on a schedule
- Estimates over 2 weeks old are common and nobody is tracking them
- The CRM/FSM has a follow-up or pipeline feature that is not being used
Deliverables
What You Walk Away With
A named owner and a fixed follow-up cadence for every open estimate
Follow-up configured inside the CRM/FSM you already use — no new software unless nothing suitable exists
A follow-up script or message template built for how your team actually talks to customers
A simple, visible way to see every open estimate and its age
A 30-day check to confirm the system is actually being used
Vendor-Neutral. Always.
Richard does not sell software licenses or earn commissions on platform referrals. Delivery happens directly, or with vetted specialists when a project needs expertise or capacity beyond a single operator — never a hand-off to a call center or a junior team.
The Offer
Unsold Estimate Recovery Sprint — a Foundation Build use case
Scope is set by what the audit finds — how many estimates, what tools exist today, and where the process breaks. That scope is agreed before the sprint starts, at a fixed price.
Foundation Build starts at $4,500 founding-client price for one clearly bounded fix. If the Blueprint finds broader work across the business, it moves into Full or Flagship instead — never forced into Foundation.
Common questions
Price, scope, and what happens next
How much does the Unsold Estimate Recovery Sprint cost?
Starting at $4,500 as a Foundation Build use case, founding-client price — scoped and fixed before work starts based on what the Growth & Systems Blueprint finds — estimate volume, current tools, and where follow-up breaks down today. No hourly billing.
Do I need the audit before this sprint?
Yes. The audit is what determines whether unsold estimates are the highest-value problem to fix first, and it sets the sprint's scope and price. Sprints are not sold without it.
Will this replace our CRM or add new software?
Usually not. Most CRM and FSM platforms already have a follow-up or pipeline feature that was never configured or adopted. New software is only recommended when nothing suitable already exists.
Find Out If This Is the Right Fix
The Growth & Systems Blueprint determines what your business actually needs — start with a free strategy call.