A sent quote often sits untouched. Without a nudge, prospects forget, get busy, or quietly choose another provider.
HOW IT WORKS
TRIGGER
A quote, proposal, or estimate is sent to a prospective customer.
1
Detect when a quote is sent.
2
Wait for a predefined period.
3
Send a follow-up message.
4
Check for customer engagement.
5
Notify the sales team when action is needed.
OUTCOME
Quotes get revisited instead of forgotten, and the team knows exactly which ones need attention.
IN PRACTICE
A contractor sends a quote for a roof repair. Two days later, the customer gets a short message checking if they have any questions, with a gentle reminder a few days after that.