How It Works
Your estimating software sends the quote.
Heroic Quote works the sale.
Meet the Heroic Follow-Up Engine™ - the always-on sales layer that follows every open estimate, reads what's happening with each customer, and determines the best next move to push more quotes toward yes.
Built for owner-operators and small teams who don’t have a dedicated salesperson, but still want every quote followed up like they do.
No sales team? This was built for you...
How Much Money
Are You Leaving
on the Table?
Plug in your numbers and use the slider to see the immediate monthly and annual impact of improving your close rate – even by just a few percentage points.
(Monthly subscription business? Check out our advanced calculator)
Start closing more jobs today.
For less than the cost of your daily lunch.
CRMs are incredible. This isn't one.
Your CRM runs your business.
Heroic Quote helps you win more of it.
Keep the CRM you already know and love. Heroic Quote works alongside it, adding the dedicated sales follow-up most small teams simply don’t have.
Quoting. Scheduling. Dispatching. Invoicing. Inventory. Time tracking. Customer records. Your CRM is invaluable at running the work.
But turning an undecided customer into a booked job is a different job entirely.
Most software stops somewhere around: “Hi John, just checking in to see if you had any questions about the estimate we sent.”
Heroic Quote replaces one-size-fits-all follow-up with intelligent sales strategy – working the opportunities you’ve already paid to earn.
More conversations. More booked jobs.
More revenue from the leads you already have.
One Follows Rules. The Other Thinks.
See why intelligent follow-up closes more jobs without creating more work.
Industry-Leading Automated Follow-Up
✓ Estimate Sent
↓
Wait 3 Days
↓
Send Email #1
Subject:
Following up on your estimate
Hi John,
Just checking in to see if you had any
questions about the estimate we sent.
Please let us know.
↓
Wait 2 Days
↓
Send SMS
“Checking in about your quote.”
↓
Wait 5 Days
↓
Reminder Email
↓
.
.
.
That’s it.
Ghost? Probably.
✓ Estimate Sent
↓
.
.
Wait 3 Days
↓
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.
Send Email #1
Subject:
Following up on your estimate
Hi John,
Just checking in to see if you had any
questions about the estimate we sent.
Please let us know.
↓
.
.
Wait 2 Days
↓
.
.
Send SMS
“Checking in about your quote.”
↓
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.
Wait 5 Days
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Reminder Email
↓
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That’s it.
Ghost? Probably.
What does Sarah need right now
to move closer to a yes?
The right message. The right time. The right move.
More replies. More jobs. Less guesswork.
This is what Heroic Quote does.
Over and over.
For every open opportunity. 24/7.
Start closing more jobs today.
Unprecedented 120-Day ZERO RISK Trial
From Estimate Sent to Job Won.
Heroic Quote watches, thinks, acts, learns - and keeps every opportunity moving forward.
01 - Your estimate enters Heroic Quote
You keep quoting the way you already quote. Heroic Quote begins tracking the opportunity immediately – once connected (takes 20 seconds), there are no additional steps for you. You start doing less work immediately.
02 - Heroic Quote builds the picture
It considers the estimate, time passed, customer engagement, conversations, questions, objections (it loves objections), previous follow-ups, and other relevant signals.
03 - The Heroic Follow-Up Engine™ decides what should happen next
Not simply “when should we follow up?“
But “what does the customer need at this exact moment to gently guide them to a YES?“
04 - Heroic Quote takes action
Email. Text. Voicemail. Answer a question. Change the approach. Give them space. Create legitimate urgency. Re-engage. Close the deal. Or tell you it’s time to step in – with actionable reminders, facts, and sales tips, custom-tailored to the exact moment in the customer journey.
05 - Then it does it again
The customer’s response becomes new information. Heroic Quote reevaluates the opportunity and determines the next move.
Until the customer books, or you’ve confidently left no reasonable sale on the table.
This isn't AI spam.
It's sales psychology at scale.
Click to enlarge
Do Less. Know More. Close More.
Wake up with a plan. Answer with one word. Get notified when another job is booked.
Wake up knowing exactly where every quote stands.
Heroic Quote organizes your sales day before you even unlock your phone
Most approvals take one word.
Heroic Quote asks. You reply.
It keeps the sale moving.
Small Team? This is going to change everything.
Start closing more jobs today.
Unprecedented 120-Day ZERO RISK Trial
The 'what' is proven. The 'how' is proprietary.
Great salespeople think about things most of us never realize are influencing the decision.
Heroic Quote does too.
Social Proof
When people are uncertain, they naturally look to others for reassurance that they’re making the right decision. The right review or success story at the right moment can reduce hesitation far more effectively than simply asking, “Are you ready to move forward?”
Value Framing
Customers don’t buy the lowest price; they buy the option that feels like the best value. Helping someone understand what they’re receiving often changes the conversation more than changing the number on the estimate.
Loss Aversion
People are generally more motivated to avoid losing something than they are to gain something new. Showing what they stand to lose by waiting can be more persuasive than listing another feature or benefit.
Scarcity & Urgency
People naturally place more value on opportunities they believe they could miss. Honest scarcity – like limited scheduling availability or seasonal demand – can help customers stop delaying decisions they’ve already made emotionally.
Friction Reduction
Sometimes the customer already wants to say yes; they just haven’t taken the next step. Making the process simpler, answering the next obvious question, or removing a small obstacle can be all it takes to turn an interested prospect into a booked job.
And that's just the beginning.
You don't need to know any of this. Heroic Quote does.
Heroic Quote considers what’s actually happening in the opportunity and uses the appropriate strategy instead of hammering every customer with the same canned sequence.
Worth it's weight in gold.
Imagine hiring someone to do this manually:
- Watch every outstanding estimate.
- Remember every customer conversation.
- Know how long it's been since the last contact.
- Notice unanswered questions and objections.
- Remember what you've already told them.
- Choose the right sales approach.
- Write the follow-up.
- Send it through the right channel.
- At the right time.
- Watch what happens (or what doesn't happen).
- Change strategies when necessary.
- Know when -not- to contact someone.
- Recognize when an opportunity is slipping away.
- Tell you when human attention is actually needed.
- Guide you on exactly what to say and how to say it.
- And do it for every quote. Every day. 24/7.
How much would that cost?
Heroic Quote doesn’t need a salary, commission, benefits, training, weekends off – or for you to remember to tell it what happened yesterday.
For less than the cost of your daily lunch, Heroic Quote offers the most immediate ROI decision you can make for your business.
Try Heroic Quote for 30 + 90 Days.
The Risk Is Ours.
Give Heroic Quote more than a full quarter – an entire season of your business – to prove what it can do.
Let it follow your quotes. Let it keep opportunities alive when you’re busy. Let it answer customers, surface the leads that need you, and help turn more of the estimates you’ve already worked for into paying jobs.
If, at any point during your first 120 days, you don’t see the value – or you’re simply not thrilled with Heroic Quote – cancel and ask for your money back. We’ll refund 100% of what you paid with no questions asked.
We’re willing to take that risk because we’re that confident you’re going to want to keep it.
