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Your Instant Quote Success Checklist

Proven tactics to drive more traffic to your Instant Quote.

Below is a checklist of effective tactics contractors use to maximize results with Instant Quote. These strategies work because they meet homeowners where they already are—online, on your website, and in the field.

Website & Digital Presence

  1. Add Instant Quote in high-visibility areas: your main navigation, homepage hero, contact us, installation, rebates page, and financing page
  2. Promote Instant Quote through paid channels (Google PPC, display, social ads)
  3. Share Instant Quote regularly across your social media profiles
  4. Highlight online estimates on your Google Business Profile
  5. Use a chatbot to direct visitors toward Instant Quote when they’re looking for pricing or next steps
  6. Add Instant Quote links to cost or rebate-focused blog posts

Traditional Marketing & Outreach

  1. Feature an Instant Quote QR code at home shows and sponsored community events
  2. Include Instant Quote in seasonal promotions 
  3. Send a targeted mailer to homeowners who entered their address in Instant Quote but didn’t submit
  4. Send a postcard or traditional mailer promoting potential savings to your service area
  5. Send targeted email and text campaigns introducing the benefits of Instant Quote to previous customers, service customers and leads who started Instant Quote but didn't schedule

Inbound Calls & Appointments

  1. Reference Instant Quote in appointment text and email reminders 
  2. Have CSRs guide “ballpark shoppers” by booking a home visit and either providing a phone quote with a PDF follow-up or sending them the Instant Quote link to complete before the visit
  3. Add an email signature line such as: “We offer online pricing with available rebates and promotions. See real prices in a few clicks: [link]”

Field Visits & Service Team

  1. Bring printed Instant Quote summaries to in-home appointments.
  2. Have technicians introduce Instant Quote during maintenance visits, especially for aging equipment.
  3. Place QR code stickers on older systems to prompt homeowners to explore replacement costs.
  4. Leave Instant Quote materials on every visit (flyers, NFC cards, furnace stickers, magnets, mobile wallet links).
  5. Add Instant Quote to maintenance agreements as a self-serve pricing option.
  6. Attach QR code cards to invoices and receipts so customers can check replacement pricing anytime.
  7. Add QR code magnets to service vehicles with trust-focused CTAs such as: Get a Quote Online in Minutes or Honest, Upfront Pricing — Scan to View