By the time an electrical estimate is delivered, your company has already invested meaningful time: the inquiry, the site visit, the load assessment, the panel, EV charger or generator proposal. Yet in many companies, what happens next depends almost entirely on the individual salesperson.
The follow-up spectrum
Electrical companies tend to fall somewhere along a spectrum:
- Waiting for the homeowner to call back.
- Follow-up that varies by salesperson and by how busy they are.
- A defined manual cadence that reps are expected to follow.
- A defined cadence supported by reminders, automation and reporting.
None of these is inherently wrong, but each produces a different level of consistency — and a different level of visibility for the owner.
Signs that follow-up may be inconsistent
- You can't easily list every open estimate older than 14 days.
- Close rates differ widely between reps for similar lead sources.
- Estimates are marked lost without a recorded reason.
- Homeowners occasionally mention they 'never heard back.'
Building visibility first
Before changing the process, make the current state visible. A simple weekly report showing open estimates by age, rep and last-contact date often reveals more than any single conversation. From there, it becomes much easier to decide whether a more structured cadence would make a meaningful difference.
A starting cadence to consider
Many contractors start with a defined sequence of touches over the first few weeks after an estimate — a mix of calls, texts and emails — and a scheduled check-in for estimates that go quiet. The right cadence depends on your market and job type; the important part is that it's consistent and measured.
How does your company handle this today?
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