Invertops

Follow-up for high-value service businesses

Every inquiry answered. Every quote followed up. Every renewal caught.

We follow up with people who already reached out to you: new inquiries, unanswered quotes, extra work you've quoted to existing customers, and expiring plans. A text first, in your name, then a call, and we stop the moment they reply. Never cold calls. Your team only steps in to close the sale.

*We'll book a 15-minute demo to show you how much is sitting in your follow-up list.

iFollow-up results

Last 90 days
Quotes followed up1,284
Conversations516
Quotes reopened231
Sales won104

104

Sales won

+2 per week

Businesses trust Invertops with the calls that represent them

  • Tillman Infrastructure
  • Boyd Heating & Cooling
  • Norfleet Family Plumbing
  • Anderson
  • Modern

Your easiest sales come from people who already said yes

Your team quotes extra work on almost every job: the second unit, the upgrade, the next phase. Most of those quotes never get a second call. Invertops follows up on every one of them, from the day the quote goes out until the customer says yes or no.

We keep follow-up steady and well-timed by combining:

  • Fast callbacks on every new inquiry
  • Friendly, persistent check-ins by call and text
  • Your calendar and customer system

Talk to us to find out how much is sitting in your follow-up list.

New inquiries

  • Called back within a minute
  • Questions answered
  • Booked straight into your calendar

Quotes and renewals

  • Checks in on unanswered quotes
  • Follows up on extra work for existing customers
  • Reminds customers to renew their plans
  • Reconnects with past customers
  • Books the next step with your team

What makes our follow-up work

Most businesses follow up once and move on. We keep going, politely and on time, so no quote or renewal is left behind.

Follow-up list

Today

  • Unanswered quote · Kitchen remodel

    12 days

    In conversation

  • Existing customer · Second AC unit

    3 weeks

    Booked

  • Service plan · Renews next month

    Due in 30 days

    Attempt 2 of 4

  • New inquiry · Website form

    2 min ago

    Booked

  • Existing customer · Panel upgrade

    33 days

    Follow-up scheduled

Quotes that don't go quiet

Most quotes aren't lost, they're forgotten. We follow up until the customer says yes, no or not yet.

  • Friendly, persistent check-ins
  • Answers to price and timing questions
  • Clear status on every open quote

Existing customer · Upgrade quote

Second AC unit · quoted 3 weeks ago

SMS

Hi Karen, it's Ridgeline Comfort Air. During your install we quoted a second unit for upstairs. Is that still on your list?

Yes, we just got busy. Is that price still good?

It is. We can come out Tuesday morning or Thursday afternoon. Which works better?

Tuesday works.

Extra work for existing customers

You already won the customer. The upgrade, the add-on and the next project you quoted them get followed up automatically.

We follow up on:

  • Upgrades quoted during a job
  • Add-ons and second units
  • Next-phase projects
  • Repairs found during a visit

Appointment booked

Consultation · Tue · 9:00 AM

Appointment booked

System replacement visit · Thu · 1:00 PM

Appointment booked

Upgrade walkthrough · Fri · 10:30 AM

Renewals that don't slip

Service plans and memberships end quietly. We reach out before they expire, so customers renew instead of drifting away.

  • Reminders before plans expire
  • Easy renewal by call or text
  • Past customers invited back

Calls, bookings & quotes

Synced with your calendar
SourceOutcomeValue
  • Answer · After-hours callSun 10:42 PMConsultation booked—
  • Follow up · Existing customerUpgrade quote #4471Approved$6,420
  • Follow up · Unanswered quoteQuote #4502Booked$12,800
  • Follow up · Plan renewalAnnual service planRenewed$1,200
  • Answer · Urgent callMon 2:10 AMPassed to your team—

Illustrative results log

Every sale accounted for

See which sales came from follow-up and what they're worth, synced with your calendar.

  • Every sale tied to where it came from
  • Value tracked per quote
  • A weekly report you can trust

How follow-up gets started

We connect to your systems and start working your follow-up list within weeks.

Want more sales from quotes you've already sent? Let's talk

  • New inquiry callbacks within a minute
  • Follow-up on unanswered quotes
  • Follow-up on extra work for existing customers
  • Plan and membership renewal reminders

15-minute call. No pressure, no obligation.

Review your follow-up list

We start by finding what's waiting:

  • Finding open quotes, new inquiries and expiring plans
  • Connecting to your calendar and customer system
  • Putting the most valuable opportunities first

Write the messages

We make every message sound like your business:

  • Writing calls and texts in your own words
  • Setting how often to check in
  • Agreeing on pricing, booking and hand-off rules

Follow-up in motion

Then it runs every day:

  • Following up by call and text
  • Booking straight into your calendar
  • A weekly report on every sale won

Follow-up pricing

One fixed monthly price

Your price

7 days

a week

4

kinds of follow-up

1

support person

Follow-up is included in the Full Front Desk plan, together with answering and booking.

Your price is based on:

  • The size of your team
  • Number of open quotes and past customers
  • How many plans and memberships you manage
  • Number of locations

What's included:

  • New inquiry callbacks within a minute
  • Follow-up on unanswered quotes
  • Follow-up on extra work for existing customers
  • Plan and membership renewal reminders
  • Past-customer reconnect
  • Messages in your own words
  • Booking into your calendar
  • Weekly sales report
  • Dedicated support person

Common questions

Will the messages sound like my business?+

Yes. We write every call and text in your own words, and you approve them before anything goes out.

How do you know which quotes to follow up on?+

We connect to your customer system and pull every open quote, including extra work quoted to existing customers. You can leave out anything you'd rather handle yourself.

What happens when a customer says no?+

We note the reason, respect the decision and only check in again when it makes sense, like a renewal reminder.

How soon can you start?+

Most businesses are live within two to three weeks, starting with the quotes most likely to turn into sales.

Guides from our team

How to follow up on old quotes without sounding pushy

A simple follow-up rhythm and the exact wording that reopens stalled quotes.

Read more

Bringing past customers back for new work

Your past customers are your easiest new sales. How to reach them at the right time.

Read more

Smoothing out seasonal revenue swings

How steady follow-up and renewals keep the calendar full outside the busy season.

Read more

Start winning the sales you've already quoted

Let's turn your open quotes, existing customers and expiring plans into booked work.