Renovation proposals followed up with both owners
You spend a weekend pricing a basement and the proposal disappears into their inbox. The agent calls a few days later, finds out what's in the way, and books the meeting where it gets signed or reworked.
A proposal sent and not signed after the days you choose, or a client who asked to be called after they talk to the bank.
Calls with the proposal open, answers what's in it, learns what's in the way, books the meeting.
Proposal meetings booked, and the real objection written on every open job.
How it works
- Finds the quiet proposals
Sent, opened or not, and unsigned after your wait. Larger projects first, and anyone who named a date to call after.
- Calls with it open
The scope, the allowances for cabinets and tile, the payment schedule and the start window, as the estimator wrote them.
- Answers what's on the page
What the cabinet allowance covers, what's excluded, how the draws work. Anything beyond the page goes to the estimator.
- Hears what's in the way
Over budget, waiting on financing, want to phase it, talking to two other contractors. One gentle question.
- Books the meeting
With the estimator, both owners there, to sign, phase it or trim the scope.
- Keeps the rest warm
A date to call back for "after the holidays", and a reason on every proposal that's lost.
Example call
- AI agentHi Jen, it's Emma from Grayhaven Renovations. Alex sent your basement proposal last Thursday. Did you get a chance to go through it?
- CustomerWe did. Honestly it's more than we hoped. We love it, it's just a lot at once.
- AI agentThat's fair, and it's really common. Some families do the rec room and bathroom first and the bar area later. Would it help to look at it in two phases with Alex?
- CustomerYeah, that might work.
- AI agentHe's free Wednesday evening at 7 or Sunday afternoon at 2, at your place. Can you both be there?
- CustomerWednesday at 7.
- AI agentBooked. I'll let Alex know you'd like to see it split into two phases, so he comes ready with that.
After the call: Alex has Wednesday 7:00 at the house with "over budget, wants two phases: rec room and bath first, bar later" on the proposal, and Jen has a text with the time.
What your team gets
- Every unsigned proposal called on your schedule
- Meetings booked with both owners to sign or rework
- The real objection written on each proposal
- Callback dates for clients waiting on the bank or the season
- A report of proposals called, signed and lost, with reasons
Questions
Will it offer a discount?
No. It reads the proposal as written. Phasing, trimming scope or price changes are the estimator's call, so it books that meeting.
What if they've hired someone else?
It thanks them, asks lightly what made the difference, and marks the proposal lost with that reason.
Does it explain the payment schedule?
It reads the draws as they're written in the proposal. Questions beyond that go to the estimator.
Hear it on your phone
Request a demo call and the agent phones you, set up for general contractors and renovation like yours.