Part of AI Automation
Sent the quote and they went quiet? The chasing runs itself.
Quotes that go quiet get a polite, timed follow-up in your name, and it stops the moment the customer replies. It's a lead follow-up system for the part after the price, and it pairs with quoting automation for the part before.
You send a quote and get back to work. If the customer doesn't reply, a short run of follow-ups goes out on a schedule you choose, in your name, until they answer or the quote lapses.
When they reply, the chasing stops. Nobody gets a reminder about a job they've already accepted or turned down.
The problem
Plenty of quotes aren't turned down. They're forgotten.
A customer asks a few businesses for a price, gets busy, and the decision drifts. A polite follow-up is often all it takes to bring it back, but chasing quotes is exactly the job that loses out to everything else on a busy day.
Quote follow-up takes that job off your list without making it pushy. Short messages, sensibly spaced, and an immediate stop when someone responds.
How it works
What happens after the quote goes out.
- 01
A quote is sent
From your quoting or job software, a spreadsheet or your sent mail. We work from wherever your quotes already live.
- 02
The chase runs on a schedule
A few follow-ups spread over days or weeks, each worded differently: checking it arrived, offering to answer questions, a last note before it lapses.
- 03
Replies stop it
The mailbox is watched. A reply, a bounce or an opt-out ends the sequence for that customer straight away.
- 04
You see where each quote stands
Which quotes are still being chased, which got a reply and which ran out, so the ones worth a phone call are obvious.
What it runs on
The chasing machinery already exists.
Scheduling, pacing, reply detection and opt-out handling are already built and have run live on outbound email. Pointing them at your open quotes is mostly configuration. What takes time is your list and your approval of the words.
A list of open quotes
An export from your software is the quickest start. Reading quote status directly is possible where the software has an API we can use.
The mailbox it sends from
Follow-ups come from your own business email address, so replies land where you already work.
Your approval
Every message in the sequence is shown to you and signed off before anything is sent to a customer.
Related
Often paired with.
- Quoting automation
Quotes drafted from the enquiry on your own prices, so they go out the same day.
- Missed-call text-back
Catch the enquiry before there's a quote to chase.
- Review engine
When the quote turns into a finished job, ask for the review.
- For trades
Quoting, chasing and job software for trade businesses.
- Software we connect to
The job and quoting tools UK businesses already run.
FAQ
Quote follow-up, answered straight.
Quote follow-up
Won't customers find automatic chasing pushy?
Not if it's spaced sensibly and stops when they reply. You choose how many follow-ups there are and how far apart. A couple of polite notes over a fortnight reads very differently to a daily reminder.
Does it work with Tradify, ServiceM8 or similar?
If the software lets us read quote status through its API, the sequence can start and stop on its own. If not, it runs from an export, which is a perfectly good way to start.
What happens when a customer accepts?
The sequence for that quote ends. If acceptance is recorded in software we can read, that happens automatically. Otherwise any reply to a follow-up ends it, and you can close a quote by hand.
Can it chase larger commercial tenders as well?
Yes. The wording and timing change, the mechanism doesn't. Longer decisions generally call for fewer messages, further apart.
Ready to stop the leak?
Tell us where enquiries are slipping through, and we’ll show you what to build first.