// Quote follow-up //

Win more of the quotes you've already sent

Every quote followed up politely, on time and in your voice, so fewer go quiet and more turn into booked work.

Smiling service technician in a branded uniform outside a commercial building
// The problem //

Most quotes aren't rejected. They're forgotten.

You've done the site visit, measured up and written the quote. Then life happens on both sides. The customer gets busy, and you're too flat out to chase.

Customers often go with whoever follows up, not whoever was cheapest. A short, helpful nudge answers their questions and makes it easy to say yes.

Automation makes sure every quote gets that nudge at the right time, and stops the moment the customer replies or accepts.

Quote sent: 2 × split unitsMon
Day 1: Any questions?Tue
Day 3: Install slots this weekThu
Customer repliedThu 18:40
Accepted: deposit invoice sentFri
// What we build //

Everything included

Built, connected and maintained by us, around the tools you already use.

Timed follow-up sequences

Day 1, day 3 and day 7 messages by WhatsApp and email, written in your voice.

Answers common questions

Warranty, brands, timing, payment terms: the assistant answers what you approve.

Stops when they reply

As soon as a customer responds or accepts, the sequence stops and you're alerted.

Deposit and booking

Accepted quotes trigger a deposit invoice and booking options automatically.

Pipeline visibility

See every open quote, its stage and its value in one simple view.

Owner nudges

A weekly summary of hot quotes worth a personal call from you.

// How it works //

Designed to go live quickly

It all starts with a free growth audit, so you see the value before anything is built.

Review your quoting

We look at how quotes are sent today and where they tend to stall.

Write the sequence

We write follow-ups that sound like you, and agree timing and rules together.

Connect and launch

We link it to your quoting tool or inbox and switch it on for every new quote.

Two HVAC technicians working among rooftop air-conditioning units
// What changes //

What you can expect

  • No more quotes lost because nobody followed up
  • Customers' questions answered quickly, while they're still interested
  • Accepted quotes flow straight into deposits and bookings
  • A clear view of your pipeline and what it's worth
  • Monthly reporting on quotes sent, followed up and won

Before we start, we agree which of these matter most to you, and that's what we measure and report on.

// FAQ //

Common questions

Straight answers. If yours isn't here, ask us during your free audit.

Won't constant follow-ups annoy customers?

We keep it to a few well-spaced, genuinely useful messages, and stop the moment the customer engages.

Does it work with my quoting software?

Usually yes. If your quotes come from software, email or even a template, we can trigger follow-ups from them.

Can I choose which quotes get followed up?

Yes. You can exclude quotes, change timing for big commercial jobs, or pause a sequence with one tap.

Let's find the money your business is leaving on the table.

Book a free 30-minute growth audit. We'll map how your enquiries, bookings and follow-ups really flow, and show you exactly where the biggest wins are.

Free. No obligation. You keep the map either way.