The only quote follow-up that runs from one CSV.
For the owner of a US residential roofing company sending 30 to 50 or more quotes a month, with crew room for more jobs and nobody who consistently owns follow-up.
RevenuePilot
quotes.csv is loaded
Where the quotes stand
50
Quotes in the file
5
Set aside as unsuitable
12
Replies handled
9
Conversations booked
Example: conversations booked each week
The pilot at a glance
- Payment
- $500, one time
- Follow-up
- 30 days
- Quotes
- Up to 50 suitable
A sample screen built in code, with example numbers.
One CSV runs the job
Upload a CSV export of your open quotes. That file is the whole job.
Follow-up with an owner
Nobody on your team has to own it. RevenuePilot follows up on every suitable quote in your file.
Replies handled
Reply handling and a booking page come with the pilot, so a reply can turn into a booked conversation.
Counted in bookings
Weekly reports measure booked conversations, not messages sent.
How it works
Not another tool to operate. The operator.
- 1
Upload your CSV
Export your open quotes to a CSV and upload it. Up to 50 suitable quotes go into the pilot.
- 2
RevenuePilot follows up
For 30 days it follows up on those quotes and handles the replies that come back.
- 3
Read the weekly report
A booking page turns replies into booked conversations. The weekly report counts those, not messages sent.
What the roofer receives
Sample45
Quotes followed up
12
Replies handled
9
Conversations booked
All numbers shown are samples.
Weekly report, first 4 weeks
- Conversations booked
- Other replies handled
Week 1
3 replies
Week 2
4 replies
Week 3
3 replies
Week 4
2 replies
One pilot, one payment.
$500one-time
The pilot is a one-time $500 payment: 30 days of follow-up on up to 50 suitable quotes, reply handling, a booking page and weekly reports.
30 days of follow-up
On up to 50 suitable quotes from your CSV.
Everything else included
Reply handling, a booking page and weekly reports.