A practical estimate-recovery sequence
- Confirm that the customer received the estimate
- Invite questions about timing or next steps
- Identify price, financing, scheduling, or comparison concerns
- Answer only approved non-technical questions
- Offer an approved booking or callback path
- Alert staff when the customer shows buying intent
Guardrails protect the contractor and the customer
CallShift never modifies an estimate, invents a discount, promises financing approval, diagnoses technical work, or claims that a job is scheduled until the configured booking process confirms it. Those requests move to a person.
Recovery and reactivation are different
Estimate recovery focuses on a recent proposal with an active buying decision. Past-customer reactivation can use separate, approved outreach for maintenance, seasonal service, deferred work, or complementary services. Each workflow has its own consent, timing, and stop rules.