PageRival experiment
Stop letting unsold plumbing estimates fall through the cracks.
We’re exploring a simpler way for plumbing companies to see which estimates need attention, know who to follow up with next, and stay consistent without adding another full CRM.
Takes a few minutes. No purchase commitment — we're looking to learn how plumbing companies handle this today.
The problem
Follow-up is easy to postpone.
Once an estimate is sent, follow-up can easily get buried behind calls, scheduling, service work, and new leads. Without a clear process, some customers never get contacted again even when the job may still be available.
- Unsold estimates are easy to forget once the day gets busy.
- Follow-up depends on memory, notes, spreadsheets, or manual reminders.
- It is difficult to quickly see which customers should be contacted next.
- Nobody is always sure who followed up or what happened.
- Potential jobs can go cold without a clear next action.
What we are testing
A simpler way to know what needs follow-up next.
We're not trying to build another full CRM. We're testing whether a focused workflow can make it easier to see open estimates, identify who needs attention, and keep follow-up from getting lost during a busy week.
01
See what's still open
Keep unsold estimates visible instead of letting them disappear into old messages, notes, or software.
02
Know who's next
Make it clear which customers need attention and when to contact them.
03
Follow through
Build a repeatable follow-up process instead of relying on memory.
Research
What we need to learn.
- 1
How do plumbing companies currently keep track of unsold estimates?
- 2
Which estimates are most likely to get forgotten or followed up late?
- 3
How much manual work goes into keeping the follow-up process organized?
- 4
Would a simpler, focused workflow be useful enough to replace the current process?
Design partners
Who we'd like to hear from.
We'd like to speak with residential plumbing businesses that regularly send estimates and sometimes struggle to consistently follow up after those estimates go out.
You don't need a large sales team or sophisticated CRM. If your current system involves remembering to call people back, checking old estimates, using spreadsheets, setting reminders, or relying on office staff to keep track of everything, your experience is especially useful to us.
Share your experience
How are you handling estimate follow-up today?
Tell us a little about your current process and where it breaks down. We'll review your answers and reach out if your workflow is a good fit for the research.