Capture a website inquiry.
Contractor inquiry forms collect the homeowner’s contact details and project answers, then add the request to the workspace.
LEAD FOLLOW-UP FOR RESIDENTIAL REMODELERS
Keep each website inquiry moving to a clear next step.
Capture website inquiries, keep lead and contact history together, share estimate or consultation booking links, and send consent-based email follow-up and reminders. Workspace dashboards and a weekly activity-summary email help teams review activity.
One workspace for inquiry, booking, and follow-up.
Example workflow · not a live product demo
SummitBooked · Lead workspaceSB
LEAD WORKSPACE
Keep the next step clear.
Example preview ⌄
All inquiriesNeeds attention •Estimate sent
INQUIRYSTAGENEXT STEP
JMWebsite inquiryKitchen renovationNew inquiryReview details
ATConsultation requestBathroom remodelQualifiedOffer a time
SKEstimate follow-upWhole-home renovationEstimate sentConsent recorded
Needs a personA question needs your judgment before the next message.↗
Example workflow · no customer data or live product connectionDesigned for remodeling teams
✓Follow-up stays humanWhen consent or context calls for it
FROM INQUIRY TO NEXT STEPWebsite capture, recorded activity, and consent-based follow-up
01Capture
/02Record
/03Schedule
/04Follow up
/05Review activity
A PRACTICAL FOLLOW-UP SYSTEM
Keep the work between inquiry and estimate in view.
Built around the handoffs that are easy to miss when the job site, crew, and inbox all need you at once.
CAPTURE
Keep lead and contact history together.
Review inquiry details and status history, then share a booking link for an estimate or consultation.
Follow up when the homeowner has consented.
Send estimate follow-up and reminders by email with consent checks and stop points. A person handles situations that need judgment.
Review recorded workspace activity.
Use workspace dashboards and receive a weekly activity-summary email based on the activity recorded in the workspace.
The workflow described here is website inquiry capture and email follow-up. No SMS or calendar sync is assumed.
DESIGNED FOR THE REMODELING SALES CYCLE
A useful follow-up system should make room for the person doing the work.
SummitBooked is focused on the details between a homeowner’s first inquiry and your estimate decision: project context, a clear next action, consent-aware follow-up, and a human handoff when the situation is complex.
01 Project context02 Timely next steps03 Human judgment
VERIFIED OFFERS
Choose the right starting point.
Core is the workspace subscription. The Digital Sales Toolkit is a separate one-time purchase for teams who want the downloadable resources without a Core subscription.
SummitBooked Core01
$249USD / month
One workspace for website inquiry capture, lead and contact history, estimate or consultation booking links, consent-based email follow-up and reminders, dashboards, and a weekly activity-summary email.
Or $2,508 USD prepaid for 12 months ($209/month equivalent, 16% off). One workspace, up to three seats including the purchaser, and up to 100 new inquiries per workspace per UTC month. The inquiry limit is the same for both cadences. Monthly renews until canceled through billing management; applicable tax is determined at checkout.Review Core pricingDigital Sales Toolkit02
$199USD · one time
Downloadable inquiry response templates, estimate follow-up scripts, pipeline guidance, account-checked automation tutorials, and sales checklists for residential remodelers.
A separate purchase that does not require Core. Access is saved to the purchasing account after payment is verified.Explore the ToolkitA FEW PRACTICAL DETAILS
Questions owners ask.
What does SummitBooked cover?
SummitBooked brings website inquiries, lead and contact records, status history, booking links, consent-based email follow-up, and workspace activity into one contractor workflow. It does not claim to replace every CRM or connected service.
Which channels can it connect to?
The initial workflow centers on website inquiry capture. Other channels depend on supported integrations and account configuration. We won’t represent SMS, phone, or third-party intake as active unless it is available and connected.
How are follow-up messages handled?
Email follow-up and reminders use consent checks and stop conditions. A person should handle withdrawn consent, sensitive situations, and anything that needs personal judgment.
What are the current offers?
Core is $249 USD monthly or $2,508 USD prepaid for 12 months ($209/month equivalent, 16% off). It includes one workspace, up to three seats including the purchaser, and up to 100 new inquiries per workspace per UTC month on either cadence. The Toolkit is separate at $199 USD one time. Applicable tax is determined at checkout.
FOR YOUR NEXT REMODELING INQUIRY