Playbooks · Carbonset, quote follow-up for trades and shops
Three cadences, written out word for word.
The situations shops call us about most, with every message, the day it goes and why. Copy them, or load one into your account and change the words.
Two people, one kitchen table
The person you met on site is rarely the only one who decides. This cadence gets the quote in front of both of them, at the hour they are both home, without sounding like a sales sequence.
4 steps · Large job, two decision makers
Fifty roofs in five days
After a storm, the first written quote usually wins. This playbook is for the week the phone does not stop: send from the driveway, let one text and one call carry each quote, and switch back when the rush ends.
3 steps · Storm week
The bid with a PO behind it
A commercial bid waits on people you never meet: purchasing, a property manager, an owner in another city. This cadence is mostly email, asks one useful question by phone, and says plainly when the price stops holding.
3 steps · Commercial bidThe rules all three follow.
Run one of these on your next quote.
Start free, pick your trade, and the matching cadence is loaded before your first send.