Audit the handoff
Map what happens from estimate delivery through acceptance, loss, or no decision.
Arbor installs a measurable 14-day quote-follow-up workflow inside the tools you already use—clear messages, stop-on-reply rules, and tracking that shows which estimates move.
No new ad spend. No revenue guarantee. First we measure and improve the estimates already in your pipeline.
Homeowners compare options, delay projects, miss messages, or simply need a clearer next step. The Quote Recovery Sprint creates a respectful sequence that keeps the decision moving without pretending every estimate will close.
Map what happens from estimate delivery through acceptance, loss, or no decision.
Create roofing-specific email and text drafts, timing, ownership, opt-out, and reply rules.
Use one simple status view to measure contact, response, approval, value, and next action.
This pilot validates the workflow with a controlled scope. It does not promise a specific number of jobs or revenue.
The pilot is designed to be small, observable, and reversible.
No. Arbor first documents your existing process and designs around one supported workflow. A platform migration is outside the founding pilot.
Only after the business approves the messages, authorization, tools, and sending rules. The initial audit does not send anything.
No. Lead generation comes later, after response time, quote tracking, attribution, and follow-up are functioning.
No. The pilot can be evaluated and purchased asynchronously. A short call is available when the workflow needs clarification.
Use the free checklist to audit your own estimate follow-up. Agencies serving roofers can also explore a delivery partnership.
Share the public business details and a rough estimate volume. Arbor will first determine whether this pilot fits—without accessing customer data or sending messages.