Phil Risher explains how automated estimate follow-ups and structured lead processes work as marketing. One company raised its close rate from 42% to 58% by automating emails, texts, and setting a 30-day estimate expiration to force decisions.
We have one company, they were closing pretty good. They were at 42% close rate and they increased to 58% close rate by implementing an estimate nurture sequence and this lead follow-up process as well. There's other things in there, like in your estimate nurture sequence, you send out an estimate, you should have some type of email, text cadence following up with your estimates and also have an expiration date on your estimates so that way you get to a yes or no either way after like 30 days. But setting up these systems in your business, a lot of companies don't have them set up or they think they have them up, but they're manual, but you need to automate them and streamline them to connect with your CRM.