How many follow-up messages are sent?

The number and timing of follow-up messages are configurable. A typical sequence includes a check-in within a few days, a value reminder the following week, and a decision check later. You can adjust the schedule at any time.

Can my team still follow up personally?

Yes. Automated follow-up is designed to support your team, not replace personal contact. Your team can step into any conversation, pause the automated sequence, or take over the follow-up entirely.

What happens when the prospect responds to a follow-up message?

The response enters your conversation inbox and your team receives a notification. The automated sequence can pause so a team member can continue the conversation personally.

Which plan includes bid follow-up automation?

Bid follow-up automation is included in the Growth plan at $449/month. Lower plans focus on response and basic follow-up. You can upgrade when your business needs more advanced bid tracking.

Does this work for recurring contract renewals?

Yes. The same follow-up system can be configured for contract renewal reminders. When a recurring contract is approaching expiration, the system can send reminders to initiate the renewal conversation.

KEEP BIDS MOVING

Automated Bid Follow-Up for Commercial Service Contractors

When your team sends a bid or proposal, configured follow-up helps keep the opportunity visible until a decision is made.

How Automated Bid Follow-Up WorksExample Flow

Bid Is Sent

First Check-In

Value Reminder

Decision Check

Outcome Logged

Demonstration using example data. Actual results vary by business, market, and service.

Overview Problems How It Works Use Cases FAQ

THE BID FOLLOW-UP GAP

Most Commercial Bids Are Forgotten After They Are Sent

Commercial service businesses spend time preparing estimates, proposals, and bids — then lose track of them. A property manager receives the bid, gets busy, and the opportunity stalls. Without consistent follow-up, the bid sits in an inbox while a competitor who follows up more often wins the contract. Automated bid follow-up sends configured reminders and check-in messages so every proposal stays visible until the prospect makes a decision.

Where Bid Follow-Up Breaks Down

Most contractors do not follow up on bids consistently because they are busy doing the work.

Your team sends a proposal, gets busy with the next job, and never follows up to check if the prospect has questions.

A property manager intends to review the bid but gets distracted, and no reminder arrives to bring it back to their attention.

A competitor follows up more consistently and wins the contract even though your proposal was equally strong.

How Automated Bid Follow-Up Works

Bid Is Sent

Your team prepares and sends a bid, proposal, or estimate to a property manager, facility manager, or general contractor.

First Check-In

After a configured interval, the system sends a message asking if the prospect has any questions about the proposal.

Value Reminder

A follow-up message highlights your qualifications, timeline, or relevant experience to keep your bid top of mind.

Decision Check

A later message asks if the prospect is still evaluating, has made a decision, or needs additional information.

Outcome Logged

The opportunity is updated as won, lost, paused, or postponed so your team has an accurate pipeline view.

Where Bid Follow-Up Helps Most

This system is designed for commercial contractors who send bids and proposals with long decision cycles.

Commercial roofing companies tracking long-cycle bids across multiple property managers

Commercial painting contractors following up on proposals for multi-building projects

Landscaping businesses bidding on HOA and property-management maintenance contracts

Cleaning companies following up on walkthroughs and recurring contract proposals

Important Limitations

Automated follow-up helps keep bids visible but does not guarantee a contract will be awarded.

Follow-up messages must comply with applicable messaging regulations, including consent and opt-out requirements.

The system follows the configured schedule. Your team can pause, adjust, or take over conversations at any time.

Bid follow-up automation is included in the Growth plan and higher. Lower plans may require an add-on.

Implementation

How to Set Up Bid Follow-Up Automation

Define the stages of your bid process, from proposal sent to decision made.

Write or approve the follow-up message templates for each stage of the sequence.

Configure the timing and intervals between each follow-up message.

Connect your pipeline so bid status updates automatically when a prospect responds.

Review the first month of bid follow-ups and adjust messaging or timing based on what works.

Built for Commercial Service Industries

Learn how this system applies to your specific industry.

Commercial Roofing Commercial Painting Commercial Landscaping Commercial Cleaning Commercial HVAC

All Automations →Platform →Results →Pricing →

Frequently Asked Questions

No. Your team prepares and sends the bid. The system handles the follow-up — sending configured reminders and check-in messages after the bid is sent so the opportunity stays visible.