7-Step Checklist for Handling Estimate Request Calls

Estimate request calls are high-intent leads, so the goal is speed to a clear next step, not a perfect quote. Use a simple intake flow: answer warmly, capture name/number/address early, ask only 3–5 scope questions that affect price, and explain what you can estimate now versus after a visit. If you can give a range, add conditions that could change it. Then offer two specific appointment windows and book one while you have them. Finally, send a confirmation text that summarizes the service, time, address, and what to expect. This prevents missed callbacks and stops shoppers from calling the next business.

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