Recover unsold estimates automatically with your Virtual Agent
Turn cold estimates into booked revenue by letting your Virtual Agent follow up automatically over text, answer customer questions, and hand the win straight to your team the moment an estimate is approved.
Available inCoreProMax
Feature type
New Feature
Industry
Residential Service and Replacement
Roles
AdministratorsCSRs
Region
United StatesCanada
What's new
Marketing Pro's Unsold Estimates campaign already sends customers an automated text to encourage them to review an estimate, and it remains the right tool for reaching out to older, historical estimates. This release adds a new option, available to all Virtual Agents customers, that operates completely separately from Marketing Pro's campaign: a Virtual Agent goal that holds a two-way text conversation, answers common customer questions, and sends a secure link so the customer can approve the estimate directly from the text. After the customer approves, the estimate moves into your Sold Estimates tab automatically, so your existing sales and scheduling teams pick it up exactly the way they do today.
Workflow comparison — before & after
← Before
✓ After
1.An estimate goes unsold after the appointment.
1.Your Virtual Agent follows up automatically on unsold estimates, on your schedule.
2.Marketing Pro sends one automated text encouraging the customer to review it.
2.The customer can ask questions about the estimate at any time.
3.If the customer has a question or wants to book, they have to call your office.
3.Virtual Agent answers using the details on file for that estimate.
4.A CSR has to be available to answer, or the message sits until someone follows up.
4.Virtual Agent sends a secure link so the customer can approve the estimate directly from the text.
5.The estimate moves into your Sold Estimates tab, and your team takes it from there.
⚠ Estimates go cold while customers wait on a callback, and some are lost to a competitor.
✓ Customers get answers right away, and your team spends less time chasing unsold estimates.
A homeowner gets an estimate for a new water heater but doesn't approve it on the spot. Two hours later, Virtual Agent texts to check in and answer any last questions.
A customer replies asking whether the estimate includes labor. Virtual Agent answers from the estimate on file instead of the customer waiting for a callback.
The customer taps the secure link and approves the estimate at 9pm. It moves into your Sold Estimates tab overnight, ready for your team the next morning.
How to prepare
01
Decide whether an audience should stay on Marketing Pro's Unsold Estimates campaign or move to this Virtual Agent goal. The two operate completely separately, so running both for the same customer at once results in duplicate outreach — disable or edit the Marketing Pro campaign for any Business Unit you move over.
02
Set your follow-up timing from the available range of timeframe options after an estimate becomes eligible, and if you want, a minimum estimate value so outreach focuses on your highest-value opportunities.
03
Train CSRs and sales staff that estimates approved through this goal will appear directly in the Sold Estimates tab, the same place approved estimates already show up today.
04
Bookmark any knowledge base articles or Academy videos for team training.