Kickback platform Follow-Up

Quotes that close themselves.

Every unsold estimate in your CRM gets a follow-up cadence the moment it syncs in. Overnight, the AI drafts the day's outreach in your voice — with the estimate, the history, and your call recordings as context. You open the outbox, approve, and move on.

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Private preview · Runs on your CRM data · Sends from your own email and phone
costing.nowkickback.com/follow_up
Dashboard
Outreach Outbox 12
Pipeline
MANAGE
Cadences
PLATFORM DATA
CRM Accounts
Recordings
Due Today 12
LM
Laura M.
EST-2186 · Asked: today
$8,450
Date Given
RB
Rachelle B.
EST-2179 · Day 3 of 14
$12,300
Active
TS
Tiffany S.
EST-2154 · Day 7 of 14
$4,980
Thinking
CH
Christopher H.
EST-2117 · Day 10 of 14
$22,140
Active
LB
Larry B.
EST-2098 · Nurture · Day 30
$6,720
Nurture
LM
Laura M.
EST-2186 · 123 Main Street, Richmond, VA
$8,450
Asked: today
Tonight's draft
Enter approve & send · E edit
Re: Your painting estimate — checking in like you asked
Hi Laura — you mentioned today was a good day to circle back on the estimate for Main Street. Happy to walk through any of the line items, or get you on the schedule for next week…
DRAFTED IN YOUR VOICE · CALL SUMMARY ATTACHED
Log the outcome
statuses pick the next cadence
D
Customer gave a date
Schedules the next touch for the exact day they asked for.
W
Mark as won
Closes the estimate and pushes the outcome to your CRM.
T
Still thinking
Eases the cadence so you stay helpful, not pushy.
HOW FOLLOW-UP WORKS

Three steps from estimate to closed.

Connect your CRM once — the same connection Costing uses. Follow-Up enrolls every unsold estimate, drafts the outreach overnight, and queues what's due each morning.

01

Estimates enroll themselves.

Every unsold estimate syncs in from your CRM and joins a follow-up cadence automatically. No spreadsheet, no whiteboard, no "did anyone call them back?"

02

Drafts are ready before you are.

Overnight, the AI writes the day's follow-ups in your voice — with the estimate, the message history, and summaries of your recorded calls as context. Nothing sends without you.

03

You approve. Statuses advance.

Work the outbox top to bottom. Log what happened with one key — date given, thinking, won, lost — and the next touch schedules itself. Outcomes sync back to your CRM.

THE OUTREACH OUTBOX

Every due follow-up, cleared before your first coffee.

Each rep gets a daily worklist of exactly what's due — nothing more. Date-given promises come first, then the cadence. Approve the draft, log the outcome, next. The pipeline stays warm without anyone keeping a list in their head.

  • Six statuses, zero ambiguity — Date Given, Active, Thinking, Won, Lost, Nurture. Outcomes you log set the status; statuses pick the cadence.
  • Drafted in your voice — nightly AI drafting with the estimate, past messages, and call summaries as context. Sent only with approval.
  • Your channels, not ours — connect your own Gmail and iMessage. Replies land back with you, because the message really came from you.
  • Calls in context — Siro call recordings sync in and get summarized beside the estimate, so every draft knows what was actually said.
  • Synced back — wins, losses, and follow-up dates push to your CRM automatically. One source of truth, like everything on the platform.
Request Early Access
FOLLOW-UP · DASHBOARD
Today at a glance
Due today
12
queued in the outbox, drafts ready
Open follow-ups
84
estimates being worked right now
Open value
$412k
pipeline kept warm automatically
Won · 30 days
9
closed from follow-up outreach
FOLLOW-UP · NIGHTLY DRAFTING
While you sleep, every due touch gets a draft written in your voice. The morning outbox is approval work, not writing work.
PRIVATE PREVIEW

Your unsold estimates are worth a follow-up. Every one of them.

Follow-Up is rolling out to early-access teams now. It runs on the same platform connection as Costing — if your CRM is already synced, you're a toggle away.

Request Early Access Try Costing Today

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