Follows up on every estimate and proposal until it's signed
Configured around your approved workflow, with a human handoff when needed.
QUICK ANSWER
What does Evan do?
Evan follows up on every open quote and proposal until the customer signs, books, or says no, so estimates stop going cold. As part of the Close stage, Evan works 24/7 inside BOLT, follows your approved rules, and hands the conversation to your team whenever a person is needed.
Meet Evan
Meet Evan
Evan chases the deals your team does not have time to chase. He sends timely, friendly nudges after every estimate and tells your team the moment a customer is ready.
The leak Evan fixes
You put time into the estimate. Then it sits unsigned because nobody has room to keep checking in.
A typical day
A day with Evan
9:10 AM
Follows up on three estimates sent yesterday.
12:30 PM
Answers a financing question and routes it to sales.
3:00 PM
Flags a customer who opened the quote twice.
6:15 PM
Stops follow-ups when a customer signs.
Sample conversation
How Evan sounds
Evan
Sample conversationEvan
Hi Pat, checking in on the HVAC estimate we sent Tuesday. Any questions I can answer?
Pat
Is there a warranty?
Evan
Yes. I'll have Mike call you today with the details. Does 4 PM work?
Capabilities
What Evan handles
Nudges unsigned documents on a schedule
Configured around your approved workflow, with a human handoff when needed.
Alerts you the moment a prospect replies
Configured around your approved workflow, with a human handoff when needed.
Tracks quote status in the opportunity pipeline
Configured around your approved workflow, with a human handoff when needed.
Stops scheduled nudges when the customer replies or signs
Configured around your approved workflow, with a human handoff when needed.
Setup
Getting Evan started
01
Your quote and proposal process
02
Follow-up timing
03
Who handles questions and closing calls
That is all we need from you. Our team builds the rest.
Guardrails
Clear limits, every time
- Never changes prices or terms
- Stops nudges when the customer replies or signs
- Hands negotiations to your team
Handoffs
The next step is already connected.
Good questions
What do owners ask about Evan?
Your team sends it, and Evan follows up.
As many as your approved sequence allows.
In your pipeline, updated automatically.
Put Evan to work in your business.
Book a free 30-minute demo. We will map your lead flow and show you the fix.