Pick the trade and the day. Copy a plain-text note you can send yourself, or let MEPrecoup send the sequence after you forward the estimate.
Your roofing estimate Hi Helen, I know a roof decision sits for a bit. You want to be sure before anyone pulls shingles. Sending the estimate for Tear-off and architectural shingles, 28 squares one more time so it is easy to find. The total was $18,640. If you want to walk through it, reply to this note. A question is enough. Thanks, Dana Ruiz Ridge & Co Roofing
Day 2 catches the estimate while the kitchen-table conversation is still fresh. Day 7 is a real check-in. Day 14 asks them to keep it open or close it. Day 30 is the last note, so you stop wondering and they stop getting mail.
Roofing, HVAC, painting, and landscaping shops lose work in the same place: the sent folder. A short note beats a newsletter. If you want the reminders to go out when you forward the original quote, the trial is 14 days and does not need a card.
