Built for home service sales reps (roofing, windows, HVAC, solar)

Most Sales Reps Lose Deals Because They Forget to Follow Up

EZPZ Follow-Up tells you exactly who to contact and when. No CRM. No setup.

  • See exactly who to contact today (and what’s overdue)
  • Set a clear next follow-up date after every estimate
  • Quick notes + reminders so deals don’t go cold
  • Optional text/email drafts + call notes when you need them

No credit card required · Cancel anytime · Setup in under 60 seconds

app.ezpzfollowup.com/today

Due Today

12

Overdue

3

Completed

0

SJ

Sarah Johnson

Estimate follow-up

9
MP

Mike Peterson

2-day check-in

7
EC

Emily Chen

Future project

8

Product

A follow-up reminder system for the days after your estimates

A daily follow-up list, a clear next follow-up date, and simple notes—so you always know who to contact today.

Daily follow-up list

Start each morning knowing exactly who to follow up with. Due-today and overdue customers rise to the top.

See how it works

Calendar reminders that stick

See upcoming follow-ups by day/week and reschedule in seconds—especially after an estimate.

See how it works

Fast text + email drafts

Send a follow-up without staring at a blank screen. Use templates and keep your tone consistent.

See how it works

Call notes + next follow-up

Capture what was said, objections, and the next follow-up—so the next touch is always clear.

See how it works

Know which deals are cooling off

Spot customers who are going cold and act fast—without digging through scattered notes.

See how it works

Simple follow-up stats

Track what’s overdue, what’s completed, and where deals go cold—great for solo reps or small teams.

See how it works

Results

Deals don’t die because of price. They die from silence.

Most follow-ups never happen after the estimate. EZPZ Follow-Up makes the next follow-up date obvious—and hard to forget.

Reality check

The follow-up gap

With EZPZ Follow-Up

Every customer gets a next follow-up (and it actually happens).

  • Set the next follow-up date after every estimate.
  • Daily list shows exactly who to contact today.
  • Simple reminders keep deals from going cold.
  • Lightweight team visibility—without a CRM.

0%

of sales need 5+ follow-ups

0%

reps give up after 1 follow-up

0–50%

of sales go to the first responder

0 touches

before most customers buy

Turn follow-up into an unfair advantage

When the next follow-up is always scheduled, always visible, and fast to execute, you close more deals with the leads you already earned.

Start Free 14-Day Trial
ROI Calculator

How Much Are Missed Follow-Ups Costing You?

Enter your numbers below to see how much revenue you could be leaving on the table from missed follow-ups.

Total close rate = first-contact wins + follow-up wins. Set both to see how EZPZ boosts the follow-up slice.

Your Numbers

Pricing assumption

Single rep

$19.99/mo

Uses current list pricing. Your actual plan may vary.

Per closed sale

$8,500
$1,000$50,000

Typical revenue per deal you close.

New estimates / inquiries

50
10500

How many new estimates or inbound inquiries you get in an average month.

Estimates that turn into closed deals

35%
5%60%

Overall % of estimates you close today (first touch + follow-ups).

Share of your wins that happen on the first call/visit

50%
0%100%

Example: if you close 40% and 50% of wins are first-touch, then 20% of all estimates are first-touch wins.

Realistic lift from tighter follow-up

15%
0%30%

Most teams see 10–20% improvement; capped at 30% to keep estimates realistic.

Close rate breakdown

35.0% total = first-contact wins + follow-up wins.

First contact: 17.5%
Follow-up: 17.5%
Total: 35.0%

Industry Facts

  • 80% of sales require 5+ follow-ups
  • 44% of salespeople give up after 1 follow-up
  • 35-50% of sales go to the vendor that responds first

Your Results

Projected Annual Lift

$133,875

Conservative estimate from improving follow-up-driven wins.

Estimated Payback

1 days

How fast the lift covers software cost.

Estimated ROI

558.1x

Annual lift ÷ annual software cost.

Monthly Lift

$11,156

Extra revenue from tighter follow-up.

Estimated Cost

$19.99/mo

Based on selected plan and seats.

First-Contact Wins

9/mo

~$74,375/mo from first-touch wins

Follow-Up Wins Today

9/mo

~$74,375/mo from follow-up-driven wins

Start Free 14-Day Trial

No credit card required • Share this with your team

Pricing

Simple pricing for follow-up that actually happens

Start with a free trial. Billed monthly or annually. No surprise fees.

Single rep

For solo reps who never want to miss a follow-up.

$19.99/month
Founders Deal — $200/year
Planned standard pricing: $49.99/month, $479.88/year
14-day free trial
  • Unlimited customers + follow-ups
  • Today list + calendar reminders
  • Text/email templates + quick drafts
  • Follow-up completion tracking
Best for small teams

Shared follow-up visibility

Keep a small team consistent. See what’s due, what’s overdue, and who needs a next follow-up—without a CRM.

$19.99/seat/month
Founders Deal — $200/seat/year
Planned standard pricing: $49.99/seat/month, $479.88/seat/year
  • Everything in Single rep
  • Assign customers to reps
  • Team follow-up visibility + simple reports
  • Seat-based billing + invites

How it works

From estimate to “yes” in 4 simple steps

Add a customer, set a next follow-up date, and you’ll see it immediately in Today. Repeat until the deal closes.

1

Add the customer

Add the customer after the estimate in seconds. Save contact info, quick notes, and the next follow-up.

2

See who to contact today

Open Today’s Follow-Ups to see what’s due and overdue. Call, text, or email—then mark it done.

3

Set the next follow-up

After each touch, pick the next follow-up date so deals don’t go cold between conversations.

4

Stay top-of-mind

Use simple reminders for 3‑day check-ins, reviews, warranty, and future work—when it makes sense.

Today’s Follow-UpsLive

Sarah Johnson

Estimate follow-up

9:00 AM

9

Mike Peterson

2-day check-in

10:30 AM

7

Emily Chen

Future project reminder

2:00 PM

8

FAQ

Questions you're already thinking

If you’re evaluating EZPZ Follow-Up, here are the answers that matter for consistent follow-up.

No. EZPZ Follow-Up is a simple, reliable follow-up reminder system. It tells you who to contact today and keeps a clear next follow-up date for every customer.

Never forget to follow up again

Start a free 14-day trial and get your Today list in minutes. Cancel anytime—no learning curve, no CRM.

Built for reps · Simple follow-up reminders · No CRM