This is a hypothetical implementation example. It is not a claim about an actual client or achieved results.
The situation
An estimate has been sent, but the office cannot easily see which homeowners still need a follow-up.
The implementation
Use separate pipeline stages for inspection booked, estimate sent, follow-up due and decision received. Assign an owner and use approved, time-limited reminders with a clear way to ask a question.
What we would test
Move a test opportunity through the pipeline and confirm each notification reaches the right person. Mark the estimate declined and verify follow-up ends.
What we would measure
Track days since estimate, owner response time, follow-up completion and estimate-to-decision progression.
Compare a baseline and a defined post-launch period before attributing changes to the system. Include staff follow-through and lead source changes in the analysis.