Quote Follow-Up
A system for the quotes that go out and go quiet. It keeps every open quote moving — followed up on a schedule, not on memory — until the customer answers.
Quotes go out and die because follow-up is whoever-remembers.
A quote is the most expensive thing a service business produces — a site visit, a measurement, a price, a promise. Then it lands in an inbox next to two competitors' quotes, and the follow-up depends on whoever remembers, whenever they remember. The customer rarely says no. They just stop answering.
What actually runs.
Every quote that goes out is logged with the customer it went to, and the follow-up arms itself — there is no separate step for the office to remember.
Check-ins go out on a schedule until the customer answers — steady and polite, the same every time, instead of whoever-remembers.
The sequence runs until the quote resolves — signed, declined, or rescheduled — so no open quote quietly expires in someone's inbox.
If your open quotes live in an inbox and a memory, this is the first system to look at.
Call Sammy at 239-345-4141 for a free systems call.
Or call the AI receptionist at 239-800-8373 to help identify the bottleneck first.
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