Sales Follow-Up Automation

Stop leaving money
in your estimate pile.

80% of sales require 5+ follow-up attempts. Most reps quit after 1. The money you're losing isn't in your ad budget — it's in the leads you paid for but never properly followed up on. Root builds automated follow-up systems that work every lead until they close or say no.

Contractors where reps stop following up after 1–2 attempts
Operations with hundreds of unsold estimates sitting untouched in the CRM
Sales teams where close rate varies wildly by rep because follow-up is inconsistent

Book Your Free Diagnostic

2 minutes. No obligation.

No spam. No contracts.

44%

Of sales reps give up after 1 follow-up attempt

80%

Of sales require 5+ follow-up touchpoints to close

3×

More jobs closed with a systematic 7-touch follow-up sequence

$0

In extra ad spend needed to close more from your existing leads

How It Works

Systematic follow-up that works every lead.

Multi-Touch Follow-Up Sequences

Automated sequences of calls, texts, and emails that work every unsold lead across 14–30 days. No lead goes cold because someone forgot to follow up.

SMS & Email Templates

Proven follow-up message templates written specifically for contractor sales. Every touchpoint is crafted to move the conversation forward without being pushy.

Follow-Up Scheduling & Timing

Messages send at the right time — based on when homeowners respond, not when it's convenient for your reps. Optimal send times built into every sequence.

Rep Accountability Tracking

Full visibility into which reps are following up, which are dropping the ball, and where deals are going cold. Hold every rep accountable with data, not gut feeling.

Outcome Tagging & Reporting

Every follow-up attempt is logged with an outcome. Track contact rates, response rates, and conversion rates at every stage of the follow-up sequence.

Re-Engagement Campaigns

Automated 30, 60, and 90-day re-engagement campaigns for cold leads. A homeowner who said "not right now" in March might be ready in June. Automation finds them.

You need this
if any of these are true.

→Contractors where reps stop following up after 1–2 attempts
→Operations with hundreds of unsold estimates sitting untouched in the CRM
→Sales teams where close rate varies wildly by rep because follow-up is inconsistent
→Companies that spend money on leads but don't have a systematic way to work them
→Any contractor who wants to close more deals from their current lead volume without more ad spend

"We had 400 unsold estimates in our CRM. Root built a re-engagement campaign and we closed 67 of them in 30 days without spending a dollar on new leads."

Carlos M.

Owner, ComfortPro HVAC

"Our close rate went from 28% to 41% in 90 days. Nothing changed except we got a systematic follow-up process. The math is undeniable."

Lisa R.

CEO, Premier Climate Systems

Work With Root

Ready to close more from the leads you already have?

Let's build your automated follow-up system and show you exactly how many more jobs are sitting in your existing lead database.

No obligation. No contracts. Just a clear plan. · rootagency.co