Quote follow-up
No more quotes sleeping in an inbox. Unanswered quotes are followed up automatically, then turned into recurring service when the work allows. Included in both plans, from $499/month.
What is included
- Follow-ups on day 3 and day 8, stopped as soon as the customer replies
- Offer to switch to recurring service
- Board of open quotes and their value
Where it comes from
Running at Naxos: quote follow-up and recurring-service sequence.
What it is
Automatic quote follow-up contacts every customer who has not answered your price, by text or email, at set times after sending. It stops as soon as the customer replies. An unfollowed quote is often lost, not refused: the customer simply forgot.
How it works
- 1Every quote sent enters a board with its value and date.
- 2With no reply, a first follow-up goes out a few days later, then a second.
- 3As soon as the customer answers, yes or no, all follow-ups stop.
- 4One-off jobs that suit it then receive an offer for recurring service.
Who it is worth it for
Any business sending more than five quotes a week without time to call each back.
Who does not need it
A business that works mostly on emergencies, without written quotes.
Questions
Does it work with my current quoting tool?
Do follow-ups look automatic?
How many follow-ups?
Essential $499/month, or Growth $1,999/month with managed ads and Google profile. Prices in CAD, plus GST/HST. See both plans