Quote follow up automation sends a nudge to a customer who has not answered a quote. You set the gap and the wording. The nudge stops when the customer replies. You step in when it takes a person. The same steps can remind a customer about an unpaid invoice.
How it works
For example, a quote could move through these steps.
| When this happens | The automation does this | A person does this |
|---|---|---|
| A quote goes out | Waits the gap you set, then sends a follow up | You write or approve the wording once |
| The customer replies to a quote | Stops the follow ups and tells you | You answer the customer |
| The customer does not answer | Sends the next follow up on your schedule | You choose how many follow ups go out |
- Starts whenA quote goes outTo the customer, as it does today.
- StepA gap passes with no answerYou set how long it is.
- StepA polite follow up is sentIn your wording, on your schedule.
- You getThe follow ups stop on a replyThe customer answers, the nudges end, and you get a note.
You set the schedule
How often to follow up depends on your terms and on your customer. We do not quote a norm. We set the schedule with you, one step at a time, and you can change it later. A routine quote may suit an automatic nudge. A big or delicate one may suit a personal call.
Where a person stays in charge
You choose which follow ups go out on their own. We recommend that a person approves anything for a customer you do not want to upset. Anything about a dispute comes to you first.
Where it falls short
Limits for this one:
- The automation knows only what your tools record. If a customer accepts a quote by phone and nobody records it, a follow up can still go out.
- It cannot judge a relationship. A customer who is upset needs a call, not a reminder.
- A nudge does not guarantee an answer, and we do not promise one.
- It follows the schedule you set. Terms that change case by case need a person.
What we need from you
We need to know where your quotes live today, the wording you want, the schedule you prefer, and who on your side approves what goes out.
This is one of the jobs on what we build. See how a project works and how we quote, or book a free call and tell us about the job.
Questions
How do I follow up on quotes automatically?
Set a gap after the quote goes out, write a short follow up, and stop it when the customer replies. The automation sends the follow up and tells you when someone answers. A person handles the conversation.
How often should I follow up on a quote?
It depends on your terms and on your customer, so we do not quote a standard schedule. We set one with you, and you can change it. A person handles any customer who is upset.
Can the same steps remind a customer about an unpaid invoice?
Yes. The same steps can remind a customer about an unpaid invoice. You choose the wording and the timing, and a person handles any customer who needs a call.