Quote-status tracking
Each proposal has a visible sent, viewed, replied, accepted, or closed status.
Professional services · Estimate follow-up
Estimate follow-up automation for professional services.
Keep every quote moving without manual chasing. Built specifically for consultancies, accountants, and specialist firms, where experts lose billable time to repetitive qualification and coordination.
Built around your operation
- Map
- journey + handoffs
- Build
- tools + workflow
- Run
- launch + iteration
01/The opportunity
build a predictable client-acquisition system.
When a proposal is delivered, structured follow-up checks for questions, routes scope or pricing concerns to the proposal owner, and records the prospect's next decision step.
Strong opportunities stall when estimates are sent once and forgotten. Timely, relevant follow-up keeps the decision moving. For consultancies, accountants, and specialist firms, experts lose billable time to repetitive qualification and coordination. The system should fit that reality—not force the team into a generic funnel.
02/What we build01 02 03 04
Timed follow-up sequences
Follow-up timing changes with the value, age, and state of the opportunity.
Question and objection routing
Replies and concerns route to a person who can answer rather than continuing automation.
Sales-team alerts
High-intent actions create a clear task while the buyer is actively considering the work.
03/How it works01 02 03
Map
We map how consultancies, accountants, and specialist firms currently receive, qualify, and follow up with customers.
Build
We configure the estimate follow-up workflow, connect the necessary tools, and write the customer-facing experience.
Run
We launch, monitor, and improve the system with your team instead of leaving you with another tool to manage.
04/Designed outcomes
A system the team can actually rely on.
- More answered estimates
- Shorter sales cycles
- Consistent follow-through
05/Questions
Is this a software subscription?+
No. Pickaxe Pages is a done-for-you agency service. We design, implement, connect, and manage the system around your business.
How does this work for professional services?+
We adapt intake, language, routing, and follow-up to the real customer journey. Typical scenarios include discovery-call intake, proposal follow-up, client question routing.
Will this replace our team?+
No. The system handles repetitive response and coordination while routing high-value, sensitive, or unusual conversations to the right person.
Can it work with our current tools?+
Usually, yes. We review your existing website, phone, calendar, CRM, inboxes, and reporting stack before recommending what stays, connects, or changes.
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