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The record

Unsold is not a reason

Keep the outcome, the customer’s explanation, and the next action separate.

Three fields, three questions

“Unsold” describes an outcome so far. “Waiting until the remodel is finished” records the customer’s explanation. “Call after the agreed completion date; advisor assigned” describes an action. A single status field often cannot communicate all three clearly.

Record the source

A useful reason has a source and date. “Customer said…” and “Advisor believes…” carry different evidence. Preserve the distinction instead of turning an employee’s interpretation into a customer statement.

Keep unknown visible

If the homeowner does not respond or does not want to explain, leave the reason unknown. The team can still apply a sensible stopping rule. A complete process does not require every customer to provide an answer.

Discuss one estimate from your shop.

A free 15 minute call to discuss what happened, who has the next action, and whether a closer review would be useful. No customer files or system access needed.

What an estimate review delivers