The Walkthrough/Revenue

Find the Stale Estimates Worth Following Up

Watch Rafael turn a stale open-estimate queue into a ranked Monday follow-up list using quote data, CRM activity, service context, and account notes from the systems a service business already runs.

Watch the Walkthrough

Video coming soon

The starter kit is ready first.

The walkthrough video will be added here after production. You can use the starter kit now to run the same stale-estimate analysis in your own AI chat.

What this guide covers

Why stale estimate queues are hard to manage from status, age, and amount alone
How AI can separate old quotes from quotes that are still worth chasing
What four internal files to use: estimate export, CRM activity, service context, and account notes
Why the first pass should calculate a readiness table before making recommendations
How to rank estimates by recovery signal, not just quote amount
How to turn the result into a Monday pipeline meeting action list

Stale Estimate Follow-Up Starter Kit

Get the companion prompts and file checklist. Paste the first prompt into a fresh AI chat, upload your files when asked, and let the AI build the readiness table before it ranks anything.

What's inside

Estimate export checklist
CRM activity and notes checklist
Service context checklist
Follow-Up Readiness Calculator prompt
Recovery Prioritizer prompt
Pattern View prompt
Go-deeper checks for the ranked list

Ready to get started?

Key takeaway

The point is not to follow up on every stale quote. The point is to find the few where the evidence still says there is real work to win.

What the output could look like

Estimate	Amount	Score	Signal	Evidence	Next Action
EST-41026	$20,500	92	Unresolved operational pain	Customer responded; latest service state is customer deferred.	Call this week with timing options.
EST-41016	$61,500	82	Technical clarification needed	Customer requested a revision; service row shows temporary fix.	Follow up on base/adder scope.
EST-41003	$25,500	18	Likely dead or low priority	Expired, no response, latest service row resolved.	Close out unless customer already replied outside CRM.

Example data shown. Actual output depends on your estimate export, CRM activity, service context, and notes.

More walkthroughs

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