Leads & sales / SETUP & MONTHLY CARE
Quote follow-up
Keep open estimates visible and prepare timely follow-ups while stopping the sequence when the customer's status changes.
30-minute call. Setup and monthly care scoped together.
At a glance
- Best fit
- Project and professional-service firms sending estimates that require active follow-through.
- Tools to assess
- QuickBooks or estimate system, Existing CRM, Business email
Available actions depend on your accounts, permissions and integrations.
How it works
Starts when: An approved estimate remains open beyond the follow-up interval set by the business.
Read the current estimate and customer record from the designated source.
Check whether it was accepted, replaced, invoiced or marked closed before proceeding.
Prepare the agreed next follow-up with the estimate reference and responsible owner.
Record the action and stop or escalate the sequence when a reply or state change arrives.
In practice
Illustrative scenario: an estimate is still open after the agreed interval, so the workflow prepares a check-in; a newly recorded invoice stops further quote reminders.
Illustrative example. We test against your tools, rules and representative cases.
Where your team steps in
Negotiation, revised pricing and disputed estimate status stay with the account owner.
Setup & monthly care
What to have ready
- A reliable estimate-status source
- An approved follow-up cadence and message set
- Named owners and stop conditions
What happens after launch
We review failed or incomplete runs, maintain agreed connections and adjust approved rules as your process changes.
Your proposal defines the workflow owner, review schedule, support coverage, usage costs and included changes.
Explore leads & sales services and our South Florida service areas.
What we track
Set a baseline with your workflow owner. Review targets against your process and volume.
- Open estimates without a next action
- Elapsed time to the first follow-up
- Follow-ups suppressed after a status change
LET’S MAKE WORK FLOW
Bring us the busywork.
We’ll help you choose a useful first automation.