LATTICE Management / Estimate & Proposal Follow-Up
Keep sent estimates on your radar.
Know which proposals need a conversation, which have a decision and which should stop receiving reminders.
Estimate & Proposal Follow-Up
Example demo- 01Send the estimate
The proposal is associated with the homeowner and project in the sales pipeline.
- 02Schedule a check-in
A follow-up asks whether the homeowner needs clarification on the scope.
- 03Bring in the estimator
A reply about materials creates a task for the person who prepared the quote.
- 04Record the decision
Acceptance stops the reminder sequence and creates the agreed job handoff.
The business problem
Where the process breaks.
Sending an estimate is not the end of the sale. Quotes get buried, decision dates are forgotten and owners can lose track of which customers still need help deciding.
How LATTICE Management solves it
A connected next step.
LATTICE Management connects estimate delivery to a sales stage and a follow-up schedule. Messages reference the actual project, your team receives a task when a conversation is needed, and accepted, declined or opted-out proposals leave the reminder sequence.
An illustrative workflow, not a client result
What it looks like in practice.
A roofer sends a roof replacement estimate. A later check-in asks whether the homeowner has questions, and an accepted estimate moves into the job handoff instead of another sales reminder.
- 01
Send the estimate
The proposal is associated with the homeowner and project in the sales pipeline.
- 02
Schedule a check-in
A follow-up asks whether the homeowner needs clarification on the scope.
- 03
Bring in the estimator
A reply about materials creates a task for the person who prepared the quote.
- 04
Record the decision
Acceptance stops the reminder sequence and creates the agreed job handoff.
Follow-up timing should reflect your sales process and quote validity. A reminder is not a substitute for answering project-specific questions.
The features behind the workflow.
- Estimate and proposal records
- Stage-based reminders
- Sales tasks
- Accepted and declined stop rules
Industries that benefit.
The workflow is adapted to each business, not installed as a one-size-fits-all process.
Keep connecting the process.
Start with your process
What would this look like in your business?
Tell us what happens today and where it gets difficult. We will help you scope the connections, responsibilities and next steps.