Solution
Quote follow‑up automation
Automatically follow up after quotes are sent—without nagging—so fewer opportunities go cold.
How it works
- Quote sent triggers a follow‑up timer
- 24‑hour check‑in message is sent
- 72‑hour reminder is sent (optional)
- Pipeline updates automatically based on response
- Win/loss reason captured for reporting
What you get
- Workflow map + build plan
- Implementation + testing
- Documentation + handoff
- Security‑first configuration
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FAQs
Can this work with my existing quoting tool?
Usually, yes. We can integrate through email triggers, webhooks, or native integrations depending on your tool.
What if someone already replied?
The workflow stops follow‑ups as soon as a reply/booking is detected.
Can we personalize messages?
Yes. Messages can include job type, estimate amount, and scheduling links.