Close more estimates without chasing
Use AI to deliver consistent, best-practice follow-up that keeps deals moving—so more estimates become revenue.


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.

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

Reps focus on closing, not chasing
With AI handling the outreach, reps can take deals over the finish line and run more estimate appointments.

Scale an effective follow-up system
Full visibility into the whole process lets you coach, optimize, and close more—at any volume.

Results
10%higher close rates
4×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?"
How it works


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


Best practice follow-up launches
Hatch sends a personalized sequence across text, email, and phone—automatically.


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


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)
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.

Scale revenue, not headcount






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