A follow-up cadence for unclosed system replacement estimates, with financing and attribution built in.
Why estimates go quiet
A replacement is a large purchase. Homeowners compare, wait for a paycheck, or ask a family member. Silence is not a no; it is a decision in progress that nobody is supporting.
A cadence that respects the customer
A short check-in after a week, a financing note when interest was expressed, and a comfort-advisor call offer. Every message passes consent and quiet-hour checks and stops on request.
Attribution you can trust
An estimate recovered should be tracked from Estimated to Booked to Invoiced to Collected using the FSM's own records, so the number on your report is revenue you actually received.