Get booked | Estimate Recovery

Bring the right open quote back into view.

Relay ranks one stale estimate, explains why it matters and prepares a respectful follow-up without treating quoted value as revenue.

Illustrative. Quoted value is not booked or paid revenue.

Best move now Illustrative sample

Estimate Recovery

Reopen one quote before intent fades.

A seven-day-old estimate has no reply or recorded follow-up.

Prepared next move
Send a concise check-in that answers the likely timing question.
Owner approval
View evidence and controls
Source
Sample estimate register and owner-selected aging rule
Why now
The estimate is still recent enough for a helpful follow-up without adding pressure.
Audience
One customer with an open estimate
Channel
Owner-reviewed estimate follow-up
Decision window
Review before the quote loses urgency
Release rule
Owner approval is required before customer contact.
Current state: prepared

Nothing sends from this preview. Delivery and outcomes remain unknown until evidence exists.

How the workflow earns trust

A stale quote becomes one controlled next move.

The workflow can prepare quickly without collapsing owner judgment into delivery or customer response. Verified value remains separate.
  1. Source connected
  2. Draft prepared
  3. Owner decision
  4. Separate receipt
Open workflow and proof details
  1. 01 Find

    Surface one source-backed business signal.

  2. 02 Frame

    Prepare the safest move and explain why now.

  3. 03 Approve

    The owner edits, holds, skips, or releases the prepared action.

  4. 04 Follow through

    Track provider acceptance and delivery without calling them outcomes.

  5. 05 Prove

    Attach the real reply, booking, review, payment, or verified non-result.

  6. 06 Learn

    Propose preference changes for approval instead of silently adding autonomy.

Estimate Recovery proof rail

Quoted value and recovered revenue stay separate.

Source, owner decision, provider state and outcome stay separate, so a draft never looks recovered.
  1. 01 Signal found Source attached
  2. 02 Action prepared Sample draft ready
  3. 03 Owner review Current state
  4. 04 Owner approved Unknown
  5. 05 Provider accepted Unknown
  6. 06 Delivered Unknown
  7. 07 Customer outcome Unknown
  8. 08 Revenue proof Unknown

How it works

Aged → Drafted → Approved.

Three steps, none of them require you to change your CRM, your tools, or how you write estimates.

  1. 01

    Aged

    After a supported estimate source is configured and synced, open quotes can be filtered using an owner-selected aging threshold.

  2. 02

    Drafted

    Prepare a follow-up in the owner’s voice using a vertical-aware template.

  3. 03

    Approved

    Approval may enter a configured delivery queue. Delivery, response, booking, payment, and verified outcome remain separate states.

Sample workflow (not a real customer)

A conditional walkthrough from quote to possible verified outcome.

Open the conditional sample timeline
Joe Hernandez, F-150 brake estimate 9 days old · $1,200 quoted
  1. Sample · Day 0

    An illustrative customer receives a $1,200 brake estimate. This is quoted exposure, not recovered revenue.

  2. Sample · Day 9

    If a supported estimate source were configured and synced, an owner-selected aging rule could surface the open quote.

  3. Sample · Draft

    RelayLaunch could prepare a follow-up draft using the available record fields for owner review.

  4. Sample · Approval

    The owner could approve the draft. Approval alone would not prove queue entry or delivery.

  5. Sample · Later states

    A configured queue could separately record delivery; a customer response and booking would require their own evidence.

  6. Sample · Outcome

    Verified recovered revenue would remain $0/Sample until a source-of-record booking or payment corroborated the outcome.

Sample workflow. Names are illustrative. No queue entry, delivery, booking, payment, or verified outcome is represented.

Exposure calculator

Plug in your numbers. See your open quoted value.

Owner-entered exposure only. No RelayLaunch recovery or close-rate assumption is applied.

Estimates going cold per month 14
Open quoted value $5,600
Starter plan price $199/mo

Math: estimates going cold × average quoted value. The plan-price comparison does not attribute any quote, response, booking, payment, or recovery outcome to RelayLaunch.

Find your stale estimates before they go cold

Get your AI-Readiness Score.

The free AI-Readiness Score takes about 90 seconds and provides advisory next steps from 15 self-assessed questions. It does not inspect estimates, calendars, reviews, or other operational records.

Get your AI-Readiness Score →

Included in Starter ($199/mo). Flat monthly, no required setup fee. Cancel anytime.