How to follow up on quotes and leads without chasing all day
Most quotes aren't lost. They're forgotten. Follow up at 3, 7 and 14 days, and let an agent draft each one for your approval.
- Every quote followed up, on time
- No customer left on read
- A customer list, finally
📨 First 2 weeksNo access until you grant it$10 free, no card
- Write the sequence onceStarted
- Find who's waitingNeeds Gmail
- Rebuild your customer listNeeds Gmail
You send the quote. They say they'll think about it. Then the week happens.
So hire the team. Get promoted to the one who approves.
The playbook
You say it. An agent does it. You decide.
- 1Day 1
Write the sequence once
Sales & Follow-up“Friendly follow-ups for quiet quotes. Not pushy.”
Drafts a nudge at 3 days, a reminder at 7, a close-out at 14.
You: Tune it until it sounds like you.
- 2Day 1
Find who's waiting
Customer Desk“Who's still waiting on a reply?”
Lists waiting customers, oldest first, with a draft for each.
You: Approve the replies. Oldest first.
📧 Gmail
- 3Week 1
Rebuild your customer list
Customer Desk“Who bought what, and when did we last talk?”
Builds a contact list from your email. Only what the threads say.
You: Pick who gets a win-back note.
📧 Gmail
- Mark Chen, deck, $14,200: day-3 nudge
- Ola Adeyemi, fence, $2,900: day-7 reminder
- Hughes kitchen, $31,000: day-14 close-out
- Patel basement, after the day-7 reminder
- To
- Mark Chen
- Subject
- Your deck quote, any questions?
Hi Mark, making sure the deck quote reached you. If cedar is over budget, composite comes in about 18% lower. Happy to walk the yard again.
- 4Week 1
Have the hard replies ready
Customer Desk“Replies for late jobs, refunds and the unfair one-star.”
Writes five ready-to-adapt replies in your voice.
You: Keep the ones that sound like you.
- 5Every day
Coffee-time approvals
Sales & Follow-up“Every morning, show me the follow-ups due.”
Tracks every open quote and queues the day's drafts.
You: Two minutes. Approve, tweak or skip.
📧 Gmail
- MonDay-3 nudges
- TueWaiting customers
- WedDay-7 reminders
- ThuReview replies
- FriDay-14 close-outs
This exact team, one tap away. Hired in about two minutes.
Hire this team →What it won't do
Said plainly. Overclaiming is worse than useless.
- Gmail starts read-only. Follow-ups are drafts you approve.
- Works from your email. Quotes elsewhere need sharing.
- No CRM needed. It keeps a simple lead list.
- No account connected? The step waits. Never faked.
Promote yourself to boss.
Hire the small business owners team. $10 free, no card. First results land before the tour ends.
Questions
How long should I wait to follow up on a quote?
Try 3, 7 and 14 days: a nudge, a reminder, a graceful close-out. The close-out often gets the reply.
Will the agent email customers on its own?
Not by default. Gmail starts read-only, so every follow-up is a draft you approve. Sending is a permission you grant.
Do I need a CRM?
No. It keeps a simple list of open leads from your email. HubSpot, Salesforce and Zoho CRM connect on Pro.
Can it answer customers on WhatsApp?
Yes. Connect WhatsApp and the customer desk can reply there. Heads up: WhatsApp replies send without a separate approval.