Automatic Quote Follow up

Plenty of quotes gets sorted on the spot. You develop multiple solutions, present them, the customer says yes, you collect your initial payment and you begin the job. This feature isn't for those quotes.

It's for the quotes you leave behind - the quotes where your customer wants to think it over, talk to their partner, marinade in their decision, or just aren't quite ready yet to proceed. That's where opportunities quietly disappear into the void. Not because anyone said no, but because life got busy and the follow up call slipped through the crack.

For the most part, the quotes that do eventually come good often takes more than one nudge to get there. Trouble is, remembering to follow up multiple times becomes a challenge when your day can go from 0-100 in a moments notice. That's the gap Automatic Quote Follow Up's close. The difference it makes is real.

Why you should consider email and text together

Your quote goes out by email, so the customer has the full detail in front of them. But emails are easy to lose under the endless other emails your customer is receiving.

That's why the sequence backs it up with a text. Around 98% of texts get opened, usually within minutes - emails sit closer to 1 in 5 (20%). If a quote's gone quiet, a text is far more likely to get seen than another email. Better yet, a phone call will always be the king of communication, but who has the time to do it on every quote for every follow-up step?

The email holds the detail. The text gets it noticed.

What it means for your business

- Quotes that would've gone cold get a second shot, without you having to remember.

- Customers get the same professional follow-up every time, no matter how flat-out your week is.

- Less time chasing quotes, more time focusing on selling.

Gentle? Moderate? Aggressive? Which is better for my follow up schedule?

This is going to depend on how you want to position your brand. Generally a moderate approach to following up your client outweighs being gentle and better than annoying your client with aggressive messaging.

If you are not certain, here's a simple schedule you can start immediately:

How do I setup the automatic quote follow up feature?

View this interactive tutorial with any/all additional step details

PLEASE NOTE:

If this feature is enabled and you use the legacy quoting app, all quotes sent to customers will automatically be added to the follow-up workflow.

The V2 Quoting App Email Prompt includes the toggle to deactivate the automatic quote follow-up.