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Quote Follow-up Agent

Stop losing jobs you have already quoted.

Most quotes are not rejected. They are forgotten. The Quote Follow-up Agent sends polite, well-timed reminders on every open quote so customers decide while your business is still front of mind.

You approve the messages and timing once. The agent follows up each quote on schedule, stops the moment the customer replies and tells your team when a person should step in.

See how it works

$29 a month after a 7-day free trial. We set it up. Every message uses wording you have approved.

Every quote followed up

No more open quotes sitting untouched because everyone was busy on the tools.

Stops when they reply

The sequence ends as soon as the customer responds, so nobody gets chased after deciding.

Your team sees the hot ones

Replies and questions are passed to a person with the quote details attached.

The real problem

You did the site visit, measured up and wrote the quote. Then nobody followed it up.

Customers often get two or three quotes, then put the decision off. The business that checks in politely is usually the one that gets the job, but following up feels awkward and always slips behind today's work.

Every unanswered quote is hours of site visits, pricing and writing that produced nothing. A simple, consistent follow-up routine recovers more of that work than most new marketing.

The Quote Follow-up Agent does the remembering and the reminding. Your team handles the conversation.

What it handles

A follow-up routine that never forgets a quote

Built around the way customers actually make decisions: slowly, with questions, and usually after a reminder.

Reminder sequences

A short series of friendly emails or messages at the intervals you choose, such as 2, 5 and 10 days after the quote is sent.

Stops on reply

As soon as the customer responds, reminders stop and the reply is handed to your team.

Internal alerts

Your team is told when a quote is opened, answered, about to expire or needs a personal call.

Editable templates

Messages written in your voice, with the customer name, job and quote details filled in automatically.

Answers to common hesitations

Approved replies for questions about timing, inclusions, payment terms and what happens next.

Quote outcome tracking

See which quotes were won, lost or are still open, so you know where follow-up is paying off.

How it works

From quote sent to decision made

A simple routine your customers will find helpful, not pushy.

Quote is sent

The agent picks up new quotes from your quoting tool, CRM or inbox once connected.

Reminders go out

Approved messages are sent on schedule with the right customer and job details.

Customer replies

Reminders stop and the reply goes straight to the right person with the quote attached.

Outcome recorded

Won, lost or still deciding is recorded so the next follow-up is better informed.

Where it helps

Made for businesses that quote before they work

If your sales depend on customers saying yes to a quote, consistent follow-up pays for itself quickly.

You stay in control

Friendly follow-up, on your terms

You decide what is said, how often and when a person takes over.

Discounts, price changes and promises are never offered unless you have approved them. Customers can opt out at any time, and the agent stops immediately when they do.

Practical controls

  • Approved message wording only
  • Stops on reply or opt-out
  • No discounts unless you allow them
  • Your team handles negotiations and changes

Quote Follow-up Agent FAQ

Questions before you start

Still unsure whether it suits your business? Ask us and we will give you a straight answer.

What is a Quote Follow-up Agent?

It is an AI Worker that automatically follows up open quotes with approved reminders, stops when the customer replies and alerts your team when a person should step in.

Will customers find it pushy?

The default sequence is short and polite, and it ends as soon as the customer replies or opts out. You choose the number of reminders and the timing.

Does it work with my quoting software?

It can work with many quoting tools, CRMs and email inboxes. During setup we confirm how new quotes are picked up for your business.

Can it answer questions about the quote?

It can send approved answers to common questions. Anything about price changes, scope or special requests goes to your team.

What happens when a customer accepts?

The sequence stops and your team is notified so the job can be booked in your usual way.

How much does it cost?

The Quote Follow-up Agent is $29 a month after a 7-day free trial, and we set it up for you.

Get started

Turn more of your quotes into booked work

Try the Quote Follow-up Agent free for 7 days and see how many open quotes come back to life.

Unsure? Get help

$29 /month

7-day trial · We set it up

Unsure? Get help