Schedule a Fit Call

To Confirm Whether a Controlled Estimate Setup Makes Sense for You

You’ve reviewed how the Qualified Estimate Control System works and what it’s designed to solve. This next step is a Fit Call. A working conversation to determine whether this approach makes sense for your numbers, your capacity, and how you actually run your business day to day.

Pick A Time To Talk To Us

Let’s Be Clear About…

What This Is (and What It Isn’t)

Before booking a call, it’s important to be clear about what this step actually involves. This is a defined system setup and evaluation. It is not an ongoing marketing service, a lead program, or a growth-at-all-costs push.

Let’s Be Clear About This:

What This Is:

  • We set up a system that controls how estimate requests come in

  • We tailor it to your market, service area, and job size

  • We run it in the real world, not in theory

What This Is Not:

  • This is not a monthly marketing retainer

  • This is not buying leads or chasing volume

  • We are not taking over your sales or qualification

  • We are not promising booked jobs or revenue

This step exists to prove, in your business and your market, whether a controlled estimate flow is realistic before going any further.

Clear Standards

What Success Looks Like

This step only works if success is defined clearly up front. The goal is to determine whether a controlled setup can consistently bring in the right kind of estimate requests for your business, not just more activity.

The Right Kind of Estimate Requests

Requests come from homeowners in your service area, with projects that match your normal scope, budget range, and realistic timing.

Consistent estimate flow

Opportunities arrive at a steady pace that fits your capacity, instead of spiking and overloading your calendar or crews.

Time worth protecting

Each estimate leads to a real conversation, not price checks or tire-kickers, so site visits are worth the effort.

The point isn’t volume. It’s an estimate flow that’s predictable, controlled, and worth showing up for.

Clarity Before Commitment

What Counts (and What Doesn’t)

Not every call or form submission should count as an estimate opportunity. These standards exist so expectations are clear from the start.

Let’s Be Clear About Which Opportunities Count:

What Counts:

  • The homeowner is located within your service area

  • The project matches your normal scope and minimum size

  • The homeowner is actively planning the work

  • They are willing to schedule a real estimate conversation

  • The inquiry is returned and followed up with

What Doesn’t Count:

  • Spam calls, wrong numbers, or solicitations

  • Price-only inquiries with no real intent

  • Long-term “just researching” requests

  • Projects outside your area or below your minimum

  • Missed calls or inquiries that are not returned

How This Is Verified

Each opportunity is verified using call recordings and intake notes, not software reports alone. We review these together to confirm whether they meet the criteria. Counting is intentionally conservative. If there is any doubt, it does not count.

Final Fit Check

Schedule a Fit Call

If what you’ve read so far lines up with how you want to run your business, the next step is a short fit call. This is not a sales presentation. It’s a working conversation to confirm whether the Qualified Estimate Control System fits your market, capacity, and standards. If it’s not a fit, we’ll be direct. No pressure either way.

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