White-label contractor sales resources
Help contractor clients follow up on estimates without adding another CRM or a custom fulfillment service.
EstimateRelay is a digital sales enablement membership for home-service marketing agencies. It combines editable tracking and coaching resources with proposed rights to customize them for up to 25 contractor clients.
What the agency receives
- Blank Excel lead recovery workbook for up to 300 opportunities per copy, with dashboard and revenue model.
- Seven sales playbook sections: inquiries, estimates, objections, reactivation, referrals, coaching and measurement.
- Agency quick-start guide covering rollout and branding.
- One new or updated resource monthly, under the proposed membership terms.
Who should use it?
Marketing agencies, contractor coaches and fractional marketing leaders with clients in HVAC, plumbing, roofing, landscaping and other home services. The best fit is a business with a manageable sales pipeline and an owner willing to review it regularly. If a client already has a well-maintained CRM, adapt the playbooks to that workflow rather than duplicate records.
How white-label distribution works
Under the proposed license, the agency can customize resources and distribute client-specific copies to up to 25 businesses. The evaluation sample is for internal evaluation only. Final distribution, continued use after cancellation and resale restrictions will be governed by the approved agreement.
Proposed pricing
The founding offer is $99/month for the first five agencies; standard membership is $149/month. Both include the same resource allowance. Checkout is not open; no payment is collected on this website.
Frequently asked questions
Does it send follow-up messages automatically?
No. This is an Excel toolkit and offline guides, not an automated messaging service.
Can I use it in a CRM?
The scripts and coaching workflow can be adapted to an existing CRM; the workbook has no live CRM integration.
Does it guarantee revenue?
No. It provides a process and a hypothetical opportunity model. Results depend on actual client actions and customer decisions.