Turn forgotten quotes into a short follow-up list.
Know who needs a nudge without searching through old emails.
How it would work
- 01Quote sent→
- 02Set a follow-up date→
- 03Show today’s list→
- 04Owner follows up
Before
A quote was sent Tuesday. A week later, nobody remembers whether the customer replied.
After
Quote #104 · Waiting for customer · Owner: Sam · Follow up Thursday · Draft message ready.
Your first move
Put five open quotes in one list. Give each an owner, a status, and a next-contact date.
Would this work for us?
Start here if good prospects disappear after you send a quote.
Try it with
- 5 open quotes
- Their current status
- Your rules for follow-up
Keep going if
Every open quote has a next action. Closed and opted-out contacts stay out of the queue.
Review messages before sending. More follow-ups do not guarantee more sales.
Try it with
5 open quotes · Their current status · Your rules for follow-up
Keep going if
Every open quote has a next action. Closed and opted-out contacts stay out of the queue.
Review messages before sending. More follow-ups do not guarantee more sales.