Case Study
Electrician quote follow-up
An electrical contractor automated quote follow-ups after site visits — winning more jobs without hiring extra office staff.
Electrical contractorAI Workflow AutomationAuckland, New ZealandLive in 4 days
The challenge
Quotes were often sent 2–3 days after site visits. Follow-ups were inconsistent, and the owner had no visibility into which leads were going cold.
What we built
A workflow captures site notes on mobile, generates a draft quote, and triggers a personalised follow-up sequence at 24h, 72h, and 7 days. The owner gets a weekly pipeline summary automatically.
Results
- Quote turnaround reduced from 3 days to same day
- 18% more quotes converted to booked jobs
- Owner saves 4 hours/week on lead tracking
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