Categories / Lead Follow-up & Sales
n8n + GHL plumber: estimate close rate 22%→62%; +$18k/mo; 25 admin hrs/week back
Close rate on estimates over $2k went from 22% to 62% in 90 days (+$18k/month), with 25 office hours a week back.
- Task
- automate estimate delivery and multi-channel follow-up the office manager never had time for
- Result
- close rate on >$2k estimates 22%→62% in 90 days; +$18,000/month revenue; office manager +25 hrs/week; reviews 2–3/mo → 12–15/mo and rating 4.2→4.7 in 4 months; 8 referral customers in Q1; setup $5,800 + $750/mo
- Tools
- n8n
- GoHighLevel
- custom mobile estimate form
- Housecall Pro (scheduling)
- AI voice agent
- Google review SMS
- Setup
- tech submits estimate in mobile form → branded estimate SMS+email in ≤5 min → Day1/3/7/10/14 multi-channel sequence (email, SMS, AI voice, testimonial, 5% urgency offer) → CRM tracks opens/clicks → post-job review SMS at +2 hrs → referral email at day 60
Step-by-step setup guide + copy-paste prompt
Benefit: Every estimate goes out within 5 minutes and gets a 14-day multi-channel follow-up; a review request and a referral ask follow the job.
Recipe
- The tech submits the estimate in a mobile form → n8n sends a branded estimate by SMS and email within 5 minutes.
- GoHighLevel sequence: day 1/3/7/10/14 email + SMS (optional AI voice on day 7, testimonial, light urgency offer).
- Stop the sequence as soon as the customer books (Housecall Pro or GHL status).
- Review-request SMS 2 hours after the job; referral email at day 60.
- Track close rate on estimates over $2k monthly.
Copy-paste prompt
Write a 5-touch follow-up sequence for a ${{amount}} {{service}} estimate from {{company}}.
Day 1 SMS, Day 3 email, Day 7 SMS, Day 10 email with a testimonial, Day 14 final SMS.
Short, friendly, no fake scarcity.Sources
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