AUTOMATION

Quote Follow-Up Automation

A sent quote often sits untouched. Without a nudge, prospects forget, get busy, or quietly choose another provider.

HOW IT WORKS

TRIGGER

A quote, proposal, or estimate is sent to a prospective customer.
1

Detect when a quote is sent.

2

Wait for a predefined period.

3

Send a follow-up message.

4

Check for customer engagement.

5

Notify the sales team when action is needed.

OUTCOME

Quotes get revisited instead of forgotten, and the team knows exactly which ones need attention.

IN PRACTICE

A contractor sends a quote for a roof repair. Two days later, the customer gets a short message checking if they have any questions, with a gentle reminder a few days after that.

GET STARTED

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