CONTRACTOR ESTIMATE FOLLOW-UP SMS EXAMPLES
Original manual examples by Breezy AI. Prepared October 5, 2026.

Scenario: A customer requested an estimate for routine planned work and received it successfully.
Example cadence: Day 2, Day 7, Day 14 calendar days after estimate_sent_date (Day 0).
This is an example, not a universal timing recommendation or a results promise.

Choose one agreed channel per touch. These replace the email touches; they are not additions.
A customer-requested date overrides the routine. Any reply pauses it for owner review.
After Day 14, pause no-response follow-up. Assign an owner and backup before sending.
Replace every placeholder. These examples do not establish permission to text someone.
Honor STOP or another stop request and update every relevant sending process.

1. Confirm receipt
Use it: Day 2 instead of the email touch; agreed SMS channel and no stop condition.

Hi {customer_first_name}, it's {owner_first_name} at {company_name}. Did your estimate #{estimate_reference} reach you? Reply if anything needs clarifying. Reply STOP to stop texts.

2. Offer clarification
Use it: Day 7 instead of the email touch; no reply and no stop condition.

Hi {customer_first_name}, {owner_first_name} at {company_name} here. What would help you decide about estimate #{estimate_reference}: scope, timing, or another question? Reply STOP to stop texts.

3. Pause the sequence
Use it: Day 14 instead of the email touch; no reply and no stop condition.

Hi {customer_first_name}, it's {owner_first_name} at {company_name}. I'll pause follow-up on estimate #{estimate_reference} after this text. You can reply if you'd like to revisit it. Reply STOP to stop texts.

4. Use the customer's date
Use it: The customer's requested follow-up date; routine timing remains paused.

Hi {customer_first_name}, it's {owner_first_name} at {company_name}. You asked me to check back about estimate #{estimate_reference}. Is now a good time, or should we keep it paused? Reply STOP to stop texts.

5. Answer a checked scope question
Use it: Reply to the customer's question after checking the estimate.

Hi {customer_first_name}, {owner_first_name} at {company_name} here. About {scope_item}: {confirmed_scope_explanation}. Does that answer your question? Reply STOP to stop texts.

6. Review a budget concern
Use it: The customer raised a budget concern; confirm alternatives before promising them.

Hi {customer_first_name}, it's {owner_first_name} at {company_name}. Which part of the work is your priority? I can review the scope with our estimator before proposing any change. Reply STOP to stop texts.

7. Arrange the next step
Use it: The customer wants to proceed; an appointment is not yet confirmed.

Hi {customer_first_name}, it's {owner_first_name} at {company_name}. Thanks for deciding to proceed. I'll ask {scheduling_owner} to confirm the next step. An appointment isn't confirmed yet. Reply STOP to stop texts.

STOP RULES
- Any reply pauses the routine sequence for owner review. Do not send the next routine touch while a conversation is active.
- A stop request, wrong contact, unapproved channel, decline, canceled estimate, expired estimate or superseded revision stops routine follow-up.
- A customer-requested date pauses the routine and becomes the next agreed action. A missing reply after that one agreed touch does not restart the routine.
- A decision to proceed stops routine follow-up and creates a human next step. Acceptance is not a confirmed appointment or a completed job.
- After the Day 14 message, pause no-response follow-up. Do not label silence as a decline or a win.
- Failed delivery or uncertainty about the estimate/contact pauses sending while the owner checks the facts. Do not switch channels without checking the customer's preference.
- No owner or reply coverage means no send. A CSV records these decisions but does not enforce them in messaging tools.