Services/Quote Follow-up
//Service 03

Follow up before the quote goes cold.

Unanswered quotes stay visible, and the right person gets reminded when a customer needs a reply, so a "maybe" doesn't quietly become a "no".

Quoted per projectThe price follows the work. You get a written, fixed quote before anything is built.

QQuote sent · Kitchen renoDay 0
!Reminder: no reply yetAgreed interval
✓Customer repliedWon
Illustration · example data
//Example quote

Kitchen reno · quote #104

Illustration · timing is configured per project
Q
Quote sentDay 0
Logged with the quoted amount and contact.
!
Reminder to youAgreed interval
"No reply yet. Call the customer?"
✉
Gentle nudgeAgreed interval
"Any questions about the quote?"
✓
Outcome loggedWhen resolved
Status updated in your sheet.
//How it works

Four steps, no new app to learn.

01

Quote is logged

Every quote sent gets a row: who, what, when and how much.

02

Reminder fires

If there's no reply after the agreed interval, the right person is nudged.

03

Customer is nudged

Optionally, a short, polite follow-up goes to the customer.

04

Outcome is recorded

Won, lost or rescheduled, with no extra typing.

//What you get

Built in the tools you already pay for.

Quoted per project, based on how much work your setup needs. Deliverables, timing and success checks are written into a fixed quote before the build starts.

What drives the quote
Included in a typical build
Open quotes tracked in your sheet or CRM
Reminders to you at the right time
Optional gentle nudge to the customer
Won / lost logged without extra typing
Timeline agreed in your written project scope.
//Questions

Before we begin.

Which tools can you work with?

We start with the tools you already use. During discovery, we check how they can connect, what access is needed and where a manual step still makes sense. The proposal names the integrations included in the build.

How long does a first workflow take?

The timeline depends on the workflow, the integrations and the access available. We agree the schedule once the scope is clear, before the build begins.

Who owns the finished system?

Ownership and access are covered in the proposal, including the accounts, custom work and any third-party licences involved. We make those terms clear before you agree to the build.

//Start with one problem

What keeps getting missed?

The unanswered DM. The quote nobody followed up. The same details copied three times. Tell me what's happening.

20 min · Mon–Fri · 8am–8pm Vancouver time
What's slipping?20-min call · no pressure
Book a call