What it fixes
- Quotes delivered with no scheduled follow-up
- Customer replies buried in individual inboxes
- No consistent stop, pause, or escalation rules
- Limited visibility into why estimates remain open
SYSTEM 03
Open estimates should not depend on someone remembering.
An estimate represents work your team already won the opportunity to quote. Structured follow-up keeps the conversation moving and gives the office a clear view of replies, objections, and next actions.
What gets installed
Tradewind defines follow-up timing, message boundaries, reply routing, CRM updates, and escalation rules around the estimate process already in place.
What you can measure
- Estimates entering follow-up
- Replies and requested changes
- Appointments or decisions reached
- Open estimates requiring human review
Where people stay in control
Pricing changes, scope questions, financing discussions, discounts, and unusual customer requests stay with your team.
START WITH YOUR NUMBERS
Find the leak before you choose the system.
Use the calculator for a preliminary range, then decide whether the opportunity warrants a full assessment.