HVAC · Next step
Give one next step on a furnace and coil replacement estimate
Send this when they have the price and do not know what happens if they say yes. One step. Not a new pitch.
Names, prices, and companies on this page are examples.
The step
Do you want duct sealing priced, or the equipment only? That is enough to move. Efficiency and rebate questions usually come from the person who pays the utility bill, who may not have been home.
What saying yes does not add
duct repairs, and a smart thermostat beyond the standard one in the box is still out. a matched furnace and coil, new pad, and the permit is what $11,400 covers. Do not promise a rebate you have not checked for this model.
If you send it from QuoteLasso
The default schedule is three emails, at 2, 5, and 10 days. Day 10 is the last one. You can move the dates. Add the estimate by typing it in, forwarding the message, or importing a spreadsheet. The customer sees your business name and the address followups@quotelasso.com. A reply comes to your inbox and the remaining follow-ups stop. QuoteLasso does not send texts. During the 14-day trial, due emails can send on their own. After that, Free is manual. Starter is $79/month and Pro is $149/month.
Example email
Furnace and coil replacement
Subject
The next step on your furnace and coil replacement estimate
Hi Alan, If you want to move ahead on the furnace and coil replacement, the next step is small. Do you want duct sealing priced, or the equipment only? The estimate is still $11,400. Thanks, Priya Shah Shah Heating
Questions
Is this the last hvac follow-up?
No. The default schedule is day 2, day 5, and day 10, and day 10 is the last email. This page is the next step note for a furnace and coil replacement. Do not promise a rebate you have not checked for this model.
What will the customer see if QuoteLasso sends the furnace and coil replacement email?
The customer sees your business name and the address followups@quotelasso.com. A reply comes to your inbox and the remaining follow-ups stop. The words are yours. The sample on this page uses made-up names and the example price $11,400.
Send this kind of note on a schedule.
Add the estimate. QuoteLasso drafts the email in your words and, on the trial or a paid plan, can send it when it is due.
Start free trial14-day free trial, no card required. Then the Free plan, or upgrade if you want automatic sending.