every quote
FOLLOWED UP AUTOMATICALLY
no chasing
ON THE OWNER'S TO-DO LIST
PROBLEM
Quotes were sent the same day, but the follow-up sequence lived in the owner's head. Busy weeks meant sent quotes were never chased, and there was no view of which jobs were still open.
AUTOMATION
When a quote is sent, a sequence starts: a reminder, a check-in, and a final message, each stopping the moment the client replies or the job is marked won or lost. Every touch is logged against the record.
RESULT
Follow-up now happens the same way in a busy week as a quiet one, and the pipeline shows exactly which quotes are still live without anyone maintaining a list.