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.

Costn8n + GoHighLevel (~$5.8k setup)Agency case (TightSlice), with the plumber's name changed. 8 trucks, ~$1.8M/yr. Big wins, but a real setup cost.
BusinessPipePro Plumbing (name changed; 8-truck Pinellas County FL residential; ~$1.8M revenue; Housecall Pro scheduling)
StatusNew✓ Setup guide
Added2026-10-14
SourceWeb View original ↗
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
  1. 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

  1. The tech submits the estimate in a mobile form → n8n sends a branded estimate by SMS and email within 5 minutes.
  2. GoHighLevel sequence: day 1/3/7/10/14 email + SMS (optional AI voice on day 7, testimonial, light urgency offer).
  3. Stop the sequence as soon as the customer books (Housecall Pro or GHL status).
  4. Review-request SMS 2 hours after the job; referral email at day 60.
  5. 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

Results as reported by the source; not independently verified. Community-sourced from public sites and attributed to the source platform. Original author? Ask us to correct or remove it. Read the disclaimer.

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