Automation Example
Follow up every sent quote at the right moment so opportunities are not lost to silence or delayed outreach.
You prepare a quote and send it to the customer. Then you wait.
A few days pass. No response. You mean to follow up but something else comes up. A week later you still have not heard back. By then it feels awkward to reach out and you move on.
Most quotes are not lost because the customer was not interested. They are lost because nobody followed up at the right moment.
When a quote is sent, the clock starts. If no response arrives within a set number of days, one of two things happens automatically:
The follow-up references the original quote and asks for a status update. If there is still no response after a second wait period, a final follow-up goes out closing the loop.
Every sent quote gets followed up consistently regardless of how busy the team is. You spend less time tracking what has been sent and when. And when a customer is not interested, you find out faster instead of waiting indefinitely.
Works with your existing email setup. Tracks open quotes in a simple spreadsheet or connected to your current system. No new software required.