Automated Follow-Up

Estimate reminders, re-engagement sequences for cold leads, and stuck-deal alerts fire on their own — so nothing sits untouched waiting for someone to remember it.

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The problem

The revenue is in the leads nobody chased

Most roofing companies are excellent at the first conversation and inconsistent at the fifth. A homeowner says 'let me talk to my spouse' and that's the last contact. An estimate goes out and nobody follows it. A lead from three months ago never got a second touch. None of this is negligence — it's what happens when follow-up depends on a person remembering, in the middle of a season where nobody has spare attention.

Follow-up that depends on someone remembering is follow-up that stops the week you get busy — which is exactly the week it matters most.

What it actually does

In plain terms.

Multi-touch text and email sequences that run automatically from the moment a lead enters a stage

Estimate reminders that keep working until the homeowner decides either way

Re-engagement campaigns that reopen leads that went quiet weeks or months ago

Sequences that stop the instant the homeowner replies, so nobody gets chased after they've answered

Stuck-deal alerts to the owner when a job stops moving, with the context of where it stalled

In practice

An estimate goes out and the homeowner goes quiet

Without Orbit

A reminder to chase it gets written on a whiteboard.
The week gets busy and the whiteboard doesn't.
Three weeks pass with no contact at all.
The job is written off as 'they went with someone else'.

With Orbit

A follow-up sequence starts the day the estimate is sent.
Touches continue on a schedule you set, across text and email.
The homeowner replies on the fourth touch with a question.
The sequence stops and a person takes over the conversation.

How it fires

Step by step, in your business.

A trigger fires

An estimate is sent, an inspection is completed, or a lead sits without contact.

The sequence starts

The right multi-touch campaign begins for that stage and job type.

Touches go out on schedule

Text and email messages send at set intervals in your company's voice.

A reply stops everything

The moment the homeowner responds, automation halts and your team is alerted.

Stalls escalate

If nothing moves after the sequence ends, the job is flagged to the owner rather than forgotten.

How it connects

It doesn't work alone.

Automated Follow-Up is what makes the pipelines actually move. It works whatever Roofing-Built Pipelines is holding, chases what Estimate & Proposal Follow-Up sends, and hands off to Homeowner Nurture once a job is complete and the relationship becomes long-term rather than active.

See Automated Follow-Up working on a real pipeline.

Book a demo and we'll show you it configured for a business like yours.

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