For plumbing comfort advisors
You won the trust. The deal dies in the pile.
Follow-up cadence, the financing chase, and the reporting, — Mission diagnoses the operating constraint before prescribing the build.
Your day
You bring in the revenue — capped at three sits a day by everything around the sale.
Reading the homeowner, handling the line-item teardown without letting them dismantle the proposal, matching the right system to the right financing — that’s the part that brings in the money and can’t be scripted. The rest is follow-up logistics and data hygiene, and it’s the throughput limiter on how many deals you can run.
- Reading the room & closing
- Handling objections in the living room, explaining a repipe or water-treatment system without losing the proposal, deciding which stalled deals are still alive, and structuring the financing that makes a $12k job feel doable — the work only you can do.
- The admin tax
- Logging call outcomes and deal statuses, building the 48-hour / 7-day / 14-day follow-up texts by hand, re-keying customers into Wisetack or GreenSky and chasing the approval, reconciling your spreadsheet against ServiceTitan, and compiling Friday’s numbers.
What it costs
The headline number is revenue you already bid, leaking through dropped follow-up.
Only about 37% of estimates close on the first visit, and roughly 60% of sales come after the fourth contact — but most shops quit after one or two. Every open quote that ages out is money you already earned the trust to win, sitting untouched in the system.
Open estimates die between follow-ups
About 60% of sales come after the fourth touch, yet most shops stop at one or two. You’re supposed to hit every open quote at 48 hours, 7 days, and 14 days — by hand, across dozens of live estimates, so deals silently age out.
Warm money just sits in the pipeline
A worked example: 100 estimates a month at a $5,000 average, 40 unsold — warm money sitting open. Converting just 30% with disciplined follow-up is a directional ~$60K a month back.
Selling time gets capped by coordination
The cap is about three sits a day — and it isn’t your selling that sets it, it’s the coordination and follow-up that consume the rest of the schedule. Admin is literally the throughput limiter on how many deals one closer can run.
Directional patterns from the trade and from operator interviews — not Mission results. Your numbers get established in the assessment.
Where the constraint often shows up
It runs the cadence, the logistics, and the data hygiene. You keep every conversation.
You assign the workflow once. Mission’s agent works inside the tools you already run — ServiceTitan, the financing portals, your phone and texts — keeping the busywork moving and handing every yes/no judgment call back to you.
- Runs an always-on unsold-estimate follow-up engine
Watches ServiceTitan for estimates that hit 48 hours, 7 days, and 14 days with no response, then drafts the personalized text or email — or queues the call with full context — so no live quote ages out of the pile. You still make the persuasion call.
- Captures and triages tech-turnover leads instantly
When a tech radios in a repipe or water-treatment lead as a text, voicemail, or note, the agent parses it, creates the opportunity in the CRM, and pings you immediately with the context — closing the speed-to-lead gap. You decide how to work it.
- Preps financing and chases the approval
Pre-fills the Wisetack, GreenSky, or Synchrony application from CRM customer data, watches the portal for the result, and writes the approved amount and terms back into the quote and CRM. You present and recommend the plan.
- Keeps your pipeline in sync and builds the report
Continuously reconciles your working pipeline against ServiceTitan so the shadow spreadsheet disappears, and assembles the daily and weekly numbers — sits, close rate, financed %, average ticket, outstanding estimate $ — for you and the sales manager. You own the deal strategy.
The result
Stop leaving money on the table you already bid.
When the cadence runs itself, the financing answer lands in your hand, and the spreadsheet keeps itself, you get the hour back and stay on the phone — and the open estimates stop dying quietly.
The deal dies in the follow-up pile, not on the call.
- Open quotes age past 14 days because no one had time to hit the cadence.
- A turned-over lead goes cold while you’re mid-appointment.
- Friday afternoon goes to re-keying financing and crunching numbers.
Every open estimate stays alive, and you stay on the phone.
- Every quote gets its 48-hour, 7-day, and 14-day touch — drafted and ready.
- Tech leads hit your phone with context the moment they come in.
- Financing answers and the weekly numbers arrive without your time.
Safe by default
It never sends or commits without you.
An agent working your pipeline only helps if you can trust it with your customers and your numbers. Mission is built so the agent drafts, prefills, and proposes — and you keep the conversation and the call.
- Connected
- Works inside the tools you already run on — email, calendars, sheets, your CRM, your portals.
- Approved
- Anything risky or off-mission is held for your sign-off before it touches data or goes out the door.
- On mission
- You set the assignment once. The work stays on it for days and weeks without drifting.
- Observable
- You always have a clear view of what ran, what changed, and what needs a call — no transcript spelunking.
Keep the close. Hand off the chase.
Thirty minutes on your week, and you leave knowing what the seat is really costing.
Not ready to talk? Map one workflow yourself — free, no sign-up, and the first three steps put a dollar figure on it.