Estimate Recovery Demo
$6,400 Estimate — 4 Days Silent
Lisa Brown
Sent Monday · No response · Going cold
❄️ Without Apex, this estimate sits in "Sent" forever — and quietly becomes lost revenue.
A
Ava
Multi-Touch Re-Engagement Sequence · Email → Task → SMS
Estimate Re-Engagement
0:00
SMS Follow-Up · Touch 3 (Day 5)
J
Lisa Brown
Blue Ridge Roofing — Estimate #1042
Deal Intelligence
✅  Revenue Recovered
✅  Revenue Recovered — Estimate Reactivated
An Estimate Going Cold.
Ava Reopened the Conversation.
4 days of silence — then a 3-touch re-engagement sequence: an email on Day 2, an internal task for Daniel on Day 3, and an SMS follow-up on Day 5. The estimate is reactivated and the customer is re-engaged.
Revenue Leak → Apex Revenue Recovery → Revenue Recovered
Revenue Recovered
Estimate opportunity reactivated.
Status: Customer Re-engaged  ·  Pipeline: Follow-Up
Business ResultCustomer Re-engaged
3-Touch
Recovery Sequence
Day 5
Customer Re-engaged
Email · SMS
Channels Used
Reopened
Estimate Status
GoHighLevel — Contact Record Updated
ContactLisa Brown
Emaillisa.brown@email.com
Property Address56 Maple Street, Greencastle, PA 17225
Estimate$6,400 — Full Roof Replacement (est.)
Recovery TouchesEmail (Day 2) → Task (Day 3) → SMS (Day 5)
StatusCustomer Re-engaged
Pipeline StageFollow-Up — booking in progress
Pipeline Stage
✓
New
Lead
·
Emergency
✓
Inspection
Scheduled
✉
Estimate
Sent
💬
Follow-Up
🏆
Job
Won
·
Job
Completed
★
Review
Requested
Revenue Recovery
Without Ava
Lost
Estimate forgotten. Opportunity lost. No follow-up ever sent.
With Ava
$0
$6,400 estimate (est.) reactivated. Customer re-engaged. Opportunity protected — booking in progress.
Estimate Re-engagement Rate 65%
"This wasn't just followed up. The opportunity was recovered."
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