LEAD RECOVERY
Due
Next
Hold
01 / EXCEL
Lead recovery dashboard
Track up to 300 opportunities per workbook, identify eligible actions due and review outstanding estimate value.
Built for home-service marketing agencies
You generate the leads.
Help your clients close them.
A white-label sales enablement toolkit that helps contractors follow up on inquiries, recover outstanding estimates and build consistent sales habits.
- HVAC
- Plumbing
- Roofing
- Remodeling
- Electrical
- Landscaping
No new CRM. No integration project. Built for desktop Excel.
Job ticketNo. 0412
- Lead source
- Agency campaign
- Site visit
- Booked
- Estimate
- $14,800 · sent
- Follow-up
- Not scheduled
- Decision
- —
Day 9 · no replyGone quiet
ONE AGENCY LICENSEUP TO 25 CLIENT BUSINESSESEDITABLE RESOURCESMONTHLY UPDATES
Where leads go quiet
Lead generation is only half the job.
Your campaigns deliver the inquiry. What happens next, from the visit to the estimate and the follow-up, decides whether it becomes a signed job. That part usually sits outside your control. EstimateRelay gives your clients a simple process for it, under your brand.
- 01Inquiry
Calls, forms and messages from your campaigns.
Your agency - 02Contact and visit
Someone responds and books the appointment.
Contractor - 03Estimate
The quote is presented and tracked.
Contractor + toolkit - 04Follow-up
A named owner and a next action for every open estimate.
Contractor + toolkit - 05Decision
Won, lost or rescheduled, and recorded either way.
Contractor + toolkit
THE AGENCY TOOLKIT / V1.0
Give clients a process,
not another platform.
Use the resources during onboarding, coaching or monthly performance reviews. Each client gets its own copy, customized to your brand.
SALES PLAYBOOKS
“Did you have any questions about the estimate we sent?”
02 / PLAYBOOKS
Follow-up conversations
Seven sections covering inquiries, estimates, objections, reactivation, referrals, coaching and measurement.
OPPORTUNITY CALCULATOR
03 / CALCULATOR
Make the opportunity visible
Model potential recovered estimate value using adjustable assumptions. Discuss process improvements without promising outcomes.
ALSO INCLUDED
Try the evaluation workbook ↓Agency quick-start guide
Practical rollout instructions, white-label customization guidance and a weekly client review routine.
YOUR AGENCY. YOUR BRAND.
Extend the value of the leads you already deliver.
Give clients a repeatable way to review their pipeline without taking over their sales operations.
- 01Customize
Add your agency or client branding to the editable resources.
- 02Roll out
Start with one contractor, assign follow-up ownership and review eligible opportunities.
- 03Review
Use the dashboard in client meetings and refine the process together.
Where this is going
Today, a toolkit. Next, coaching.
The membership includes the resources available today. Items marked Planned are in development. They are not part of the current membership and have no release date yet.
Available now
Agency toolkit
- Lead recovery workbook
- Seven sales playbook sections
- Agency quick-start guide
- One new or updated resource monthly
Planned
Contractor Sales Academy
- Short lessons for in-home sales
- Contractor sales diagnostics
- Individual skill development
Planned
Conversation coaching
- Mobile conversation recording, with consent
- AI-assisted coaching reports
- Agency-branded sales performance reporting
- Monthly sales improvement campaigns
INTERACTIVE OPPORTUNITY MODEL
What could better follow-up be worth?
Explore a hypothetical scenario based on outstanding estimates and an assumed recovery rate. This is an estimate of gross booked job value, not profit or a prediction.
Illustrative recovered job value
Excludes costs, cancellations, taxes and collection risk. No revenue guarantee.
AGENCY MEMBERSHIP
One license. More client value.
The same resources and white-label allowance in both tiers. Founding pricing is proposed for the first five agencies.
Founding Agency
$99/month
- Full initial agency toolkit
- Up to 25 client businesses
- White-label customization rights
- One new or updated resource monthly
- Cancel future renewals anytime
Standard Agency
$149/month
- Full initial agency toolkit
- Up to 25 client businesses
- White-label customization rights
- One new or updated resource monthly
- Cancel future renewals anytime
Pre-launch: checkout is not open. Pricing and licensing are subject to final approval. No payment is collected on this page.
Membership covers the resources listed above. Planned items such as the Academy and conversation coaching are not part of the current membership.
Before purchase, review the agency license, monthly renewal, cancellation and refund policy and privacy policy. Memberships renew monthly until canceled.
GOOD TO KNOW
Frequently asked questions.
Is this a CRM or automated messaging tool?
No. It is an editable Excel workbook and offline guides. You enter and maintain records; your team handles communication through permitted channels.
Can I use my agency’s branding?
Paid agency licensing is intended to allow customization and client distribution within the 25-business allowance, subject to the final license. The free evaluation sample is for internal review only.
What files will I receive?
The paid package contains a blank Excel workbook, agency quick-start guide and sales playbooks. Desktop Excel is recommended. The free sample is a separate evaluation workbook with fictional data.
Does this guarantee more sales?
No. Results depend on your clients, their sales process and the opportunities available. The tools support organization, coaching and measurement.
How do I get help?
Email getestimaterelay@gmail.com for product or access questions. Do not include client records or sensitive information.
FREE RESOURCES / AGENCY EDUCATION
Make the lead-to-sale handoff stronger.
Practical frameworks, scripts and measurement guides for agencies and contractor teams.
Why your contractor clients aren't closing the leads you generate
Diagnose where contractor leads are lost with a stage-by-stage audit and a practical agency-to-client handoff checklist.
Read the guide →The agency guide to white-label sales enablement
Learn how home-service marketing agencies can license, brand and implement sales resources without adding a CRM or consulting service.
Read the guide →How to calculate potential revenue from unclosed estimates
Calculate a hypothetical recovered estimate value, distinguish booked revenue from cash and profit, and avoid double counting.
Read the guide →