Quote Follow-Up Automation
Everyquotefollowedup, untilit’sayesorano.
Quotes and proposals get a recap, answers to the usual questions and planned check-ins, so jobs stop going to whoever happened to call back.
Not ready to talk? Score yourself in 2 minutes
- 01Quote sent
- 02Same-day recap
- 03Planned check-ins
- 04Alerts on interest
- 05Clean close-out
Where the money leaks.
Every quote and proposal followed up until you get a yes or a no.
The leak01 / 03
01
One email, then silence
Most quotes get one follow-up at most. Buyers who were interested but busy simply forget.
The leak02 / 03
02
Small questions block big jobs
A question about timing, financing or scope goes unanswered and the deal quietly dies.
The leak03 / 03
03
Nobody knows what’s open
Without a clear pipeline, nobody can see which quotes need a nudge this week.
Step by step.
What happens from the moment it’s triggered, with no one on your team lifting a finger until it matters.
- 01Quote sent
- 02Same-day recap
- 03Planned check-ins
- 04Alerts on interest
- 05Clean close-out
- Step 01Quote sentTriggered when a quote or proposal is sent from your CRM, quoting tool or field service software.
- Step 02Same-day recapA short summary of what they’re getting, why it fits and how to accept.
- Step 03Planned check-insHelpful follow-ups over the following weeks: common questions, financing, reviews or examples of similar work.
- Step 04Alerts on interestWhen they open, click or reply, the right person gets a task to call.
- Step 05Clean close-outA final polite message, then the quote is marked won, lost or later, so your pipeline stays honest.
Your tools or custom code. Either way, you own it.
Option 1Fastest
Built on your tools
We trigger follow-ups from wherever your quotes are sent and track replies in your CRM.
- HubSpot
- Pipedrive
- ServiceTitan
- Jobber
- PandaDoc
- Ignition
- Zapier
- Make
Option 2No lock-in
Custom-built, you own the code
A custom follow-up engine that reads each quote and tailors messages to what was quoted, the price and the buyer’s questions.
- The code lives in your own repository
- Change it anytime with Claude Code or ChatGPT
- Or bring us back for bigger changes
Industries we set this up for.
Same workflow, tuned to each trade’s buyers, software and timing.
Quote Follow-Up Automation questions.
They’re promising Q4. We ship Thursday.
01How long should follow-up last?
It depends on the size of the job. Small jobs might need a week; big ones like pools or garden rooms can take months. We set the length to match how your buyers decide.
02Will it annoy people?
Each message adds something useful, like an answer, an option or an example, and every sequence ends with a polite close-out. Anyone can opt out at any time.
03Does it stop when they accept?
Yes. As soon as a quote is accepted or marked lost, follow-up stops and the next workflow, like onboarding, can start.
04Can I change it later myself?
Yes. If it is built on your tools, it lives in your own accounts. If we custom-build it, the code lives in your own repository and is yours to keep, written so you can change it later with AI coding tools like Claude Code or ChatGPT, or bring us back for bigger changes.
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