Quote Follow-Up
Early accessYou did the quote. Don't let it die in their inbox.
Quiet doesn't always mean no. Often they're busy, comparing, or waiting on someone else. This AI agent writes the follow-ups you mean to send, in your voice, and tells you when each one is due.
Get Quote Follow-UpQuote sent to a customer: two-week grapple rental
- Day 0: you send the quote. Then you get busy.
Day 2: drafted and waiting for you
Hi Dana, just checking the grapple rental quote reached you. Any questions on it, send them my way.
Day 7: drafted and waiting for you
Hi Dana, one thing that may help with your lot: we can deliver the grapple to Ball Ground, so you wouldn’t need a trailer.
Day 14: drafted and waiting for you
Hi Dana, I won’t keep bugging you about the grapple. If the timing’s off, no problem. We’re here when you need us.
Sample quote and messages, not a real customer.
The awkward part is what to say the second time.
The first “just checking in” is easy. By the third, you don't want to sound desperate, so you don't send it. Each message here does a different job: a check-in, something useful about their job, and a friendly last note that leaves the door open and says you won't keep asking.
It knows when to stop.
Nothing makes you look less organized than chasing someone who already hired you. One click closes the quote, and whatever's left in the series won't be sent.
- Follow-up 1, Day 2 Sent
- Follow-up 2, Day 7
- Follow-up 3, Day 14
Try it: mark how the job ended.
- Does it text or email my customers?
- No. It writes each message and tells you when it’s due. You copy it and send it from your own phone or email, so it comes from you.
- Will it lower my price to win the job?
- No. It won’t offer a discount or set a deadline unless you tell it to, and a separate check looks for exactly that.
- What do I have to enter?
- The customer’s name, what you quoted and the date you sent it. An amount and a note are optional.
- Does it remind me?
- Your Quote Follow-Up page lists what’s due. It doesn’t send you a reminder yet, so it’s a page to check.
- How many can I do?
- Up to 30 drafts and rewrites per business per day.
Follow up on every quote from now on.
Included in Starter at $29 a month, along with the other drafting helpers.
Compare plans. Cancel any time.
