ConciaryOne place to start · Estimate follow-up
Keep good estimates from going unanswered.
Conciary follows up on estimates you've already sent, collects your customer's questions, and brings you the decisions that need your attention.
We set up and manage the process with you. Based in Irvine, starting with Southern California service businesses.
One task in our free early-partner program · See the test scope
The job we handle
You sent the estimate.
We help with what follows.
The customer hasn't decided. The next step may be a scheduling question, a missing detail, or a change that needs your approval.
We keep track of the open conversation, follow up on the agreed schedule, and tell you what needs a decision. You stay responsible for pricing, scope and final commitments.
This fictional example shows the intended process, including an owner handoff. It is not a customer testimonial or a demonstrated automated integration.
You delegate
Follow up on Sam's fence estimate. Find out what's holding up the decision.
Conciary · on behalf of Oak Fencing
Hi Sam, following up on your fence estimate from Oak Fencing. Is there anything you need before deciding?
Sam replies
We're ready to move ahead if you can start next week.
Back to you
Start date neededSam wants to proceed, subject to a start date. Can your team start next week? Confirm availability to move the job forward.
Customer interest confirmed. Start date and booking await your approval.
A small, measurable start
How the pilot works.
- 01
Choose a small queue
We review your recent estimates, current tools and follow-up process together. We confirm compatibility and a realistic start date before starting.
- 02
Agree the messages and decisions
You approve the approach, communication channel and the questions your team will handle. Setup and review are founder-assisted.
- 03
Review the results
Each week, see replies, unresolved questions, confirmed outcomes and the time spent handling them. Then decide whether to continue.
One business. One follow-up process.
One task.
30 days.
A free 30-day test for the first two selected Southern California service businesses.
If the first two places are full, we'll ask whether you'd like to join the waitlist for a future opening.
What's included
- Up to 25 eligible recent estimates.
- An approved initial message and up to two unanswered follow-ups per case.
- Reply handling during agreed service hours, with owner escalation.
- An agreed messaging allowance and a weekly results review.
Two places across the early-partner program. We choose one task with each selected business and agree the scope before starting.
At the end of 30 days, we review the results together. Any next step is a separate conversation.
Questions owners ask.
How does the free early-partner program work?
The first two selected Southern California service businesses test one agreed task free for 30 days, with founder-assisted setup and weekly feedback. These two places are shared across all industries and tasks. We confirm fit, scope and a start date together; applying does not reserve a place.
What if the first two places are already filled?
You can still tell us about your business. We'll confirm availability when we reply and ask whether you'd like to join the waitlist for a future opening. Joining the waitlist does not guarantee a place or a start date.
Will this work with my current software and number?
We'll check your setup before agreeing to the pilot. We can start with a bounded manual process through an authorized channel where practical. Specific phone-number support and integrations depend on your system.
Will it change prices or book jobs without asking?
The pilot sends pricing, scope and scheduling decisions to your team. We record a booking only after confirmation from your business.
How will I know whether it helped?
We'll agree a baseline and review customer responses, work your team confirms, and time spent. Completed jobs are tracked separately from replies or tentative bookings.
Is this entirely automated?
The pilot combines software with founder-assisted setup and review. We'll explain the process and service hours before starting.
Do you guarantee recovered revenue?
No. The purpose of the pilot is to test whether the process creates enough value for your business to keep using it.
If the queue is too small, your team has no capacity for more work, or your existing tool already solves the problem, we'll explain that during the fit call.
Start with the estimates you already have.
Tell us how you send estimates and what happens when customers don't reply. We'll use a short fit call to see whether estimate follow-up is a useful task for your early-partner test.
Applying does not reserve a place. We confirm fit and availability together.