How to Measure Recovered Revenue from Quote Follow-Ups
If you can't show dollars won back, nobody on the team will believe follow-ups are worth doing. Here's the attribution model.
Every owner we talk to has the same blind spot: they know follow-ups matter, but they can't show which jobs they recovered because of the follow-up versus the ones the customer would have booked anyway. Here's the simple attribution model that fixes it.
The 3-step formula
- Mark the quote as eligible. Any quote that hasn't converted within 72 hours of being sent enters the recovery pool.
- Log every touch. Date, channel (email/SMS), step number, and outcome (delivered, opened, clicked, replied).
- Attribute on conversion. If the quote flips to converted within 30 days of the last follow-up touch, the recovered revenue counts — full quote value attributed to the sequence.
The metrics that matter
- Recovered $ MTD — top-line number, screenshot-worthy.
- Quotes recovered — count of won jobs from the recovery pool.
- ROI multiple — recovered $ divided by tool cost. Healthy floor is 5x.
- Touch-to-conversion ratio — average touches before a recovered job.
What "good" looks like
A typical home services shop running a 4-touch sequence recovers 10–15% of stalled quotes. At an average quote value of $1,800, that's $1,800–$2,700 in recovered revenue per 10 stalled quotes. The math compounds fast at 30+ quotes a month.
Built into NudgeQuote
The recovered-revenue dashboard ships as part of Beta V2. Every Jobber quote flows through the attribution model automatically — you'll see your MTD recovered dollars, quote count, and ROI multiple the first time you log in.