Keep sales moving

Follow Up Every Open Quote

When your business sends a quote or estimate, the customer receives well-timed reminders instead of being forgotten in a spreadsheet or inbox. Your team is alerted when it is time to step in.

Prefer email? Send your requirements

Best for

Contractors, agencies, consultants, repair services, and sales teams that regularly send quotes or estimates.

What it does

Send polite follow-ups after a quote is delivered and stop when the customer responds.

What you need

A quoting, CRM, accounting, or spreadsheet process that records when a quote is sent and its current status.

Starting from

$499 USD

Live in 5–8 business days

What changes for your business

Less waiting. Fewer missed opportunities.

Before

Quotes are sent once, then depend on someone remembering to check and follow up.

After

Each open quote receives timely reminders and your team knows when a customer responds or needs help.

Follow up consistently without chasing a list

Keep your business visible while customers decide

Help sales focus on quotes that need human attention

How it works

Three simple steps. We handle the setup.

1

You send a quote

The new estimate enters the follow-up process with its customer and due date.

2

The customer gets helpful reminders

Email or SMS follow-ups are sent at the intervals agreed with your team.

3

The sequence stops at the right time

Acceptance, decline, payment, or a customer reply ends the reminders and updates sales.

Your package

Clear scope. Ready for your team to use.

What is included

  • Connection to one quote or estimate source
  • A short branded follow-up sequence
  • Automatic stop when the customer replies or decides
  • Sales alerts for viewed, accepted, or overdue quotes
  • Testing and staff handover

What we need from you

  • Access to the tool where quotes are created or tracked
  • Your normal sales timeline and follow-up wording
  • The statuses that mean accepted, declined, or closed

Other costs to be aware of

  • Messaging, GoHighLevel, n8n, or connected-app charges are billed separately
  • Building a new quoting system or complex multi-pipeline CRM is not included

Starting from

$499 USD· 5–8 business days

Ask about this package

Common questions

Know what to expect before we start.

No. We agree on a short sequence and sensible timing before launch. Reminders stop immediately when the connected system records a reply or decision.

Will this work with your business?

Tell us what you use today. We will check compatibility, explain any ongoing costs, and confirm the scope before you commit.

From $499 USD5–8 business days
Prefer email? Send your requirements