Client preparation · Estimate Follow-Up Pilot
Start with a clear plan for your team.
Prepare for your kickoff with Mark. Choose one owner, describe your current process, and set a baseline so your closing review has something concrete to compare.
Use the start date agreed with Mark. This public planning tool does not book, purchase, or activate a pilot. Details stay on this page and are not sent to MidSize AI. Download your plan before leaving; entries are not saved.
Your 14-day kickoff plan
Your answers have changed. Rebuild the plan before downloading or printing.
This saves a copy to your device. It does not send anything to Mark. Share the plan through your agreed channel.
Bring these to your kickoff
- A list of estimate IDs in the pilot, kept in your company’s system.
- Your current follow-up process and message examples.
- A team owner who can review messages and record responses.
- Any customer contact preferences or stop requests your team must respect.
Need to agree on a start date? Email Mark.