Close more estimates without chasing

Use AI to deliver consistent, best-practice follow-up that keeps deals moving—so more estimates become revenue.

Book a demo
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Screenshot of a conversation with Hatch campaign sending follow-up messages via SMS and email to Sean about an AC system quote, Sean replying to move forward with option 1, and Maya AI confirming notification to project advisor.

Problem

Unclosed estimates are revenue left on the table

Homeowners don't buy on day one. Without consistent, personalized follow-up, estimates sit open and revenue slips away.

43%

of deals close between days 2 and 30

01

CSRs spend too much time on low value work

They're onto the next job. Following up on yesterday's estimates is low priority when there's new revenue to chase.

02

Follow-up is inconsistent and untrackable

When follow-up does happen, it varies by rep, lacks standardization, and gives managers zero visibility into who did what.

03

Best-practice follow-up is hard to sustain

Multi-day, multi-channel outreach that surfaces objections requires persistence humans can't maintain at scale.

Solution

Recover the revenue sitting in unclosed estimates

AI turns follow-up into a system, not a gamble—driving higher ROI on the leads your team works so hard to generate.

Every estimate covered, more revenue

No more worrying that deals are falling through the cracks. Every estimate gets the follow-up it deserves—automatically.

Enabled by Journey Builder
Enabled by Data Bridge
Man in an orange America Air polo shirt smiling while sitting at a desk with a computer in an office.

Consistent outreach without the chase

Multi-day, multi-channel sequences ensure nothing slips through—without having to manually track and chase every deal.

Enabled by Journey Builder
Contact activity timeline for Roger Feldman from America Air showing SMS sent and email sent on day 1, SMS follow-up on day 2, voicemail left on day 5, and customer responded at 9:47 AM, all marked complete.

Reps focus on closing, not chasing

With AI handling the outreach, reps can take deals over the finish line and run more estimate appointments.

Enabled by Voice AI
Enabled by Messaging AI
Enabled by Knowledge Engine
Smiling woman in a navy Home Remodels polo shirt holding a clipboard talks to a couple inside a modern home.

Scale an effective follow-up system

Full visibility into the whole process lets you coach, optimize, and close more—at any volume.

Enabled by Command Center
Text message editor interface showing a personalized SMS draft with placeholders for first name and company name, and a message preview limited to 612 characters.

Results

10%higher close rates

revenue growth acceleration

2xinside sales productivity

Use cases

Direct quote follow-up

"Any questions on your estimate? Ready to move forward?"

Feedback approach

"How was your visit? Did the tech answer all your questions?"

Aged or canceled estimates

Use Lead Nurture to recover even more opportunities.

How it works

Get a demo
Audience Builder interface showing rules to include people with ServiceTitan Estimate Status exactly open and Estimate Date within 7 days, totaling 847 contacts.
Audience Builder interface showing rules to include people with ServiceTitan Estimate Status exactly open and Estimate Date within 7 days, totaling 847 contacts.

Customer receives an estimate

Your CRM updates the job status, and Hatch begins watching for when the customer meets your follow-up criteria.

Workflow showing steps: criteria met with AC replacement estimate delivered 2 days ago; enrolled in estimate follow-up for AC replacement; launch day sends SMS asking about estimate; 3 hours later email queued following up; day 3 a voice call is placed for human follow-up.
Workflow showing steps: criteria met with AC replacement estimate delivered 2 days ago; enrolled in estimate follow-up for AC replacement; launch day sends SMS asking about estimate; 3 hours later email queued following up; day 3 a voice call is placed for human follow-up.

Best practice follow-up launches

Hatch sends a personalized sequence across text, email, and phone—automatically.

Series of SMS messages on April 24 with Hatch campaign asking Julia if she's interested in a bathroom remodel, Julia replying about being busy and asking about estimate validity, and Maya AI confirming the estimate is valid for 30 days.
Series of SMS messages on April 24 with Hatch campaign asking Julia if she's interested in a bathroom remodel, Julia replying about being busy and asking about estimate validity, and Maya AI confirming the estimate is valid for 30 days.

AI handles the reply

AI answers questions about the quote, handles objections, and keeps the conversation moving—per your guardrails.

Text message exchange where Maya AI asks if she should include the project consultant to finalize everything, and Julia replies that would be great and asks for the consultant to call her.
Text message exchange where Maya AI asks if she should include the project consultant to finalize everything, and Julia replies that would be great and asks for the consultant to call her.

Humans step in for the close

When conversations need a human touch, reps step in with full context—ready to close, not chase.

How Hatch compares

Basic Automation

AI Competitors

Multi-day, multi-channel sequence

(SMS, email, call)

Often single channel

Complex estimate handling

Fires on every estimate

Keeps firing until all accepted

AI handles replies, objections, and escalations

No conversation capability

May escalate quickly

Granular audience targeting

Prepackaged audiences only

Limited data syncing

Bi-directional CRM integration

Requires middleware

Can be limited

Best-practice templates

(campaigns, audiences, agents)

Rated 4.3
(76)

Join the service brands
accelerating revenue with AI

AI is redefining how service teams work. Here’s how top brands are shifting to faster, smarter, revenue-driving conversations.

Just over the last month, we booked 123 leads that we otherwise would not have answered with Hatch AI. That's real revenue on the board.

- Rich Jordan, CEO

81%
of bookable leads booked by AI
80%
decrease in abandoned call rate
High Ground Service Pros
Play
Case Study

We've nearly tripled our conversion rate on after-hours and overflow calls in just a matter of months.

- Reyn Rogers, Director of Strategic Growth

3x
conversion on after-hours and overflow calls
30%
of all revenue influenced by Hatch
Peaden
Play
Case Study

We grew over 30% last year and we didn't add any people to do all that work.

- Jason Dowdy, COO

30%
revenue growth without adding staff
74%
response rate on rehash
Pella
Play
Case Study

Our Voice AI is asking the questions that we don't, and we're closing deals from it.

- Rowdy Boling, VP of Sales & Marketing

$365K
in sales attributed to Hatch in 60 days
100X
ROI
Crown Roofing
Play
Case Study

We show up on Monday morning and there are 15 scheduled appointments already there.

- Trevor Calero, CEO

86%
of revenue influenced by Hatch
84%
reduction in missed calls
Skyview
Play
Case Study

There's inflection, there's empathy. Denise asks the right questions to get to the real problem and we didn't even prompt her to.

- Adrianne Gosselin, Director of Marketing

80%
more bookings with Voice AI
90+
appointments set per month by AI
Shafer Services
Play
Case Study

Our CSRs aren't chasing leads anymore. The AI does all of that so they can focus on the ones ready to buy.

- Kelly Mesaris, VP of Operations

2x
higher set rates
<1 min
speed to lead response time
LB Capital
Play
Case Study

Hatch has been vital in our ability to grow as a company. It's not just helped us scale, but uncovered opportunities we would have missed.

- Stephanie Bradley, Marketing Director

2x
higher set rate
$4M
in revenue in 7 months
Luxury Bath NJPA
Play
Case Study

Last year, out of the rehash follow-up team, we closed over $7 million worth of business.

- Matt Tyner, CMO

2.5x
higher booking rate
$7M+
closed from rehash and follow-up
Bone Dry Roofing
Play
Case Study

We have about $70 million in the last 12 months that has passed through Hatch.

- Bri Skiffington, Founder & CEO

$70M
in client revenue influenced by Hatch
Free Agency
Play
Case Study
Rated 4.3
(76)

Scale revenue, not headcount

Computer monitor displaying a campaigns analytics dashboard with metrics for appointments, sales, revenue attributed, campaign launches graph, and a contact funnel summary.