Contractor lead recovery spreadsheet
Download the evaluation workbook with fictional demonstration records. For internal evaluation only; the paid workbook is blank and prepared for licensed client use. Desktop Excel recommended.
Download sample ↓ESTIMATERELAY / FREE TOOLS
Free contractor sales tools
Evaluate the workbook, model potential recovered estimate value, and try a simple review checklist. No registration required.
Five-minute follow-up review
Check current status, eligibility, owner, next action and replies before contacting a customer.
Use the checklist →Revenue opportunity calculator
Multiply eligible open estimate value by an assumed incremental recovery rate. This is a scenario, not a prediction.
Open calculator →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.
Five-minute estimate follow-up checklist
- Remove closed, duplicate, expired or ineligible opportunities from the active queue.
- Review the latest customer response and permitted communication channel.
- Confirm a named owner for every remaining opportunity.
- Choose a specific next action and date that fits the customer’s timeline.
- Update the outcome and stop outreach when the customer declines or opts out.
For commercial email requirements, consult the FTC’s CAN-SPAM guidance. For calls or texts, obtain any required consent and follow applicable laws and provider policies.
Read the complete follow-up guide →