The problem: quotes that go quiet
Writing a quote takes work. You visit, you measure, you price, you write. Then you send it, and often, nothing. The client is busy, comparing, or simply forgets.
Everyone knows following up helps. But nobody has a system for it. You do not want to seem pushy, you lose track of who you wrote to, and the quote expires before anyone calls back.
How quote follow-ups work
You keep sending quotes the way you do now. The system watches what happens next.
- You send the quote, say on a Monday, from your usual address.
- The system records the send and watches for the client’s reply.
- With no reply after the delay you chose, a personal follow-up is prepared with the client’s name and the project.
- The follow-up goes out from your address, or waits for your approval if you prefer.
- As soon as the client replies, follow-ups stop and you are notified.
What stays under your control
You set the delay before a follow-up, how many there are and the tone. A short, polite message that mentions the quote and offers to answer questions. Nothing that feels like a hard sell.
You can exclude a quote, pause follow-ups for one client or approve everything before it goes out. A client who replies, even to say no, gets nothing more.
The tools it connects to
Follow-ups plug into the mailbox your quotes leave from, Gmail or Outlook. If you build your quotes in QuickBooks, we can track their status from there.
If you have a CRM, every follow-up and every reply is logged there. Your team sees where each quote stands without having to ask.
What is set out in the quote
Like every project, this one starts with a clear quote. It describes the follow-up delays, the message templates, the connected tools and how replies are detected.
It also covers the tests run with you before launch, the cost and what maintenance includes afterwards.
Updated