Automation library

Quote follow-up that does not need remembering

Every quote issued starts a sequence. Three touches over ten days, cancelled automatically the moment the deal moves stage.


8-14h Typical hours saved each month
Home services, trades Where it fits
4-8 wks Typical build time

Hours are typical ranges from scoping calls, not a client result. Yours are measured before anything is built.


The problem

Quotes go out and then depend on somebody remembering to chase them. The ones that get chased close at a much higher rate than the ones that do not, and which is which comes down to how busy that week was.


What we actually build

01

Every issued quote starts a sequence automatically

02

Three touches over ten days, spaced to be useful rather than irritating

03

The sequence cancels the moment the deal moves stage

04

A digest of quotes with no response after fourteen days


How it is measured

Quote-to-close rate before and after, on quotes of comparable value.


When this is the wrong answer

If your quotes are bespoke and each needs a real conversation, automate the reminder to the salesperson instead of the message to the client.


Free tool

What is the manual work actually costing you?

Tick the tasks someone on your team does by hand. We will show you the hours and what they cost over a year.

Tasks done by hand

If we automated these

Hours returned per month
0 h
Cost of that work per year
₹0
Typical payback on the build

Assumes 4.33 weeks per month and a typical build cost, both editable in the admin panel. If the payback is longer than two quarters we will usually tell you not to bother.



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