Quote follow-ups that go out on their own
A quote with no answer for a week? A polite follow-up goes out automatically, signed by you, and stops as soon as the customer replies.
Typical guidepost100% of planned follow-ups go out on time, without manual tracking.
Typical example: every project is adapted to your tools and the way you work.
The starting point
Quotes go out, then nothing. You plan to follow up, you forget, and the customer signs elsewhere. Follow-ups depend on everyone’s memory and a sticky note on the screen.
What changes day to day
- No more forgotten quotes.
- Follow-ups are regular, polite and always on time.
- Sales calls are made from a ready list, not from memory.
How it works
Every morning, quotes are reviewed
The list of sent quotes is read from your software, with their date and status.
Day 7: first follow-up
A short, personal email (first name, quote subject, amount) goes out from your own address.
Day 14: second follow-up
A different tone, with one simple question to make answering easy.
Day 21: a human takes over
No more automatic follow-ups: the salesperson gets the list of quotes to call.
Everything stops when the customer replies
A reply, a signature or a refusal, and the quote leaves the loop.
Safeguards
The follow-up wording is written with you and approved before going live. A customer or a quote can be excluded in one click, and the number of follow-ups is deliberately capped.
Tools we use
You keep your current software: we connect it.
- Your quoting and invoicing software, read every morning
- A scheduled automated sequence (n8n or Make)
- Your mailbox, so follow-ups come from your address and replies reach you as usual
More examples
Orders received by email created automatically in your invoicing tool
An order arrives by email: customer, items and quantities are picked up automatically, the invoice is drafted and the tracking sheet updated.
Typical guidepost: an invoice ready in 30 seconds instead of 15 minutes.
Read the exampleIncoming requests sorted by AI and forwarded to the right person
Quote requests, after-sales, billing questions: every email sent to the general address is read, sorted, summarised and forwarded to the right person.
Typical guidepost: around 4 hours a week recovered from sorting requests.
Read the exampleThe monthly report ready on the 1st, without touching it
Revenue, margin, pending quotes, top customers: the month’s dashboard lands in your inbox as a PDF on the 1st at 7am.
Typical guidepost: a monthly report ready in 2 minutes instead of half a day.
Read the example