Connect the quote flow
We adapt to your current spreadsheet, inbox, quote tool, or handoff process.
Canopy Relay for local service businesses
Follow up every quote without adding office work.
Canopy Relay keeps every estimate moving until it is won, lost, or closed. We work around the quote process you already use, so customers get the next touch and you get the reply when it matters.
- No software migration
- Works with your spreadsheet, inbox, quote tool, customer system, or calendar flow.
- No spam blasts
- Short, approved follow-ups written like normal business messages.
- No AI dependency
- Runs on templates and simple rules; customer lists stay narrow.
Typical quote follow-up
One quiet system, three useful checkpoints.
Quote sent
Estimate leaves your desk
Canopy Relay starts tracking the next touch without changing your current quote process.
Follow-up running
Day 2, Day 5, Day 10
Approved messages go out, then stop as soon as the customer replies.
Owner notified
Reply, win, loss, or stale quote
You only get pulled in when there is something worth acting on.
How it works
You send the estimate. Canopy Relay makes sure the follow-up happens.
Approve the messages
Follow-ups match your company voice and stop as soon as a customer replies.
Review the report
Every week you see open value, replies, won jobs, stale quotes, and owner tasks.
What you get
Simple quote follow-up without enterprise software theater.
- Sends polite follow-ups after a quote is sent
- Stops automatically when the customer replies
- Flags replies that need your attention
- Tracks quotes as open, won, lost, or stale
- Sends a weekly quote pipeline report
- Works with the tools already in your business
The 30-day pilot
Start with up to 25 open quotes.
The first version is deliberately practical: prove that better follow-up recovers work before building anything complicated.
Friendly check-in
A short note to make sure the estimate did not disappear into the week.
Question prompt
A useful nudge that invites questions about scope, timing, or next steps.
Final reminder
A clean last touch before the quote is marked stale or no-response.
Sample weekly report
At the end of the week, you see what moved.
These are example pipeline numbers, not pricing. The real report uses your open quotes, replies, won jobs, and stale follow-ups.
Sample open value
$18,450
Sample replies
7
Sample won jobs
4
Spring cleanup estimate
$1,250
Customer asked about timing. Reply flagged.
Weekly mowing package
$2,900
Accepted after Day 5 follow-up.
Mulch and edging
$780
Day 10 final reminder scheduled.
Privacy posture
We only ask for the operational details needed to follow up.
Canopy Relay needs customer name, contact, quote date, optional quote amount, and status. We do not need customer documents, payment data, private files, or full inbox access.
Follow-up can run on approved templates and simple rules, so customer contact details and quote notes do not need to be sent to OpenAI, Anthropic, or other AI model providers. SMS and email delivery providers may still process the messages they deliver.
Pilot pricing
If one recovered job pays for it, the system is doing its job.
Ready when your quotes are
Stop losing quotes to cold silence.
Email your company name and a brief description of how quotes move through your business. We will shape a 30-day Canopy Relay pilot around the process you already use.