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Quotes & Estimates

Follow up on every unsold quote

An automatic 3-touch follow-up on quotes that haven't been accepted.

What it does

Quotes die because no one follows up. An automatic 3-touch follow-up on quotes that haven't been accepted.

How it goes

  1. 01Turn on quote follow-ups
  2. 02Write 3 short messages (day 2, 5, 10)
  3. 03Stop when accepted
Estimate: 1–2 hours a week of manual follow-upNot a measured result.

Worth knowing

AI drafts, you price. Never send an AI quote without checking numbers.

Wisconsin angle

Wisconsin customers often get two or three quotes, so a fast, clear one is a real edge.

Try it yourself

I run a [trade] business in [city], Wisconsin. Help me follow up on every unsold quote. Current process: [how we do it now]. Tools: [tools]. Volume: [jobs/calls per week]. Give me a step-by-step plan, any message templates, and the one thing most likely to go wrong.

Want help getting this working? Rise Systems in Oconomowoc sets these up.

Read the vendor page

Source: Wisconsin Trades AI editorial

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