Stop letting good estimates go cold.

GERI helps businesses turn more estimates into customers through simple, consistent follow-up—without requiring a full CRM. Built by The Redding Group and powered by Google Sheets and Google Apps Script, it keeps estimates organized and follow-ups on schedule. 

With user-authorized access to Gmail and Google Calendar, GERI can send scheduled follow-up emails or create private calendar reminders based on information in the user's GERI spreadsheet. This allows businesses to keep estimates from going cold while choosing between automated or personal follow-up.

What GERI Does/How Does It Work? 

GERI is designed around a simple problem: estimates are easy to forget once the initial conversation ends. So we decided why not a simple solution? 

After an intentionally simple setup process, GERI adds just one step to your daily routine—record the estimate and let GERI take it from there. 

1 — Record your estimate
Enter the customer and estimate information in your GERI spreadsheet on your phone tablet or computer after you quote them and let GERI take the next steps.

2 — GERI keeps track
GERI monitors eligible estimates and schedules follow-up based on your settings.

3 — Follow up automatically or personally
GERI can send your customized follow-up emails automatically or create private Google Calendar reminders so you can handle the follow-up yourself.

And the best part? It's built around the tools you already use.

GERI operates through Google Sheets and Google Apps Script, allowing you to continue working in a familiar spreadsheet environment while the repetitive follow-up process runs in the background.

GERI is intentionally focused. It isn't designed to replace an entire CRM or force your business into a new workflow.

It helps maintain a consistent follow-up process by:

• Tracking sent estimates

• Scheduling follow-up activity

• Sending predefined follow-up emails automatically

• Creating private Google Calendar reminders when you prefer personal follow-up

• Using editable message templates

• Personalizing follow-ups with customer and estimate information

• Stopping follow-up when an estimate is closed, declined, or no longer active

Your Messages, Your Business

Customize GERI with your: 

• Business name

• Sender information

• Reply-to email

• Phone number

• Website

• Email signature

• Follow-up subjects

• Follow-up messages

• Optional branding

Personalization fields can automatically insert customer names, estimate amounts, dates, and other relevant information into follow-up messages.

Designed for Estimate Based Businesses

GERI is especially suited to contractors and local service businesses that send estimates or quotes and rely on consistent follow-up to convert more opportunities.

For many estimate-driven businesses, the value of even one additional job can far exceed the cost of GERI. 

Roofing · General Contracting · Landscaping · Painting · HVAC · Plumbing · Electrical · Remodeling · Insurance · Other estimate-driven services

GERI is designed to be simple enough to set up quickly and focused enough that following up doesn't become another system you or your employees have to manage.

Current Status

Pilot Ready

GERI has reached a working pilot-ready state and is moving through real-world testing, customer feedback, compliance review, and early distribution.

Privacy & Google Access

GERI uses Google services only when authorized by the user and only for functions required by the product, such as operating the spreadsheet automation, sending authorized follow-up emails, or creating calendar reminders.

For more information, see our Privacy Policy and Terms of Service.

Support

Questions about setup, authorization, or product use can be sent to:

thereddinggroupsupport@gmail.com

Ready to Get Started with GERI?

Choose the plan that works best for your business. 

$35 today 

then $25/month

$200/year

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