Messy site notes go in, a clean quote in their format comes out, and invoices finally go out on time.
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
- 01Turn on quote follow-ups
- 02Write 3 short messages (day 2, 5, 10)
- 03Stop when accepted
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
Want help getting this working? Rise Systems in Oconomowoc sets these up.
Source: Wisconsin Trades AI editorial
Same truck, same prices. The only change was replying first.
A counter-story from the customer's side: the bot didn't know the price of the company's own maintenance plan.
A real win with an asterisk: it took a lot of setup to get there.
The best advice he got wasn't another AI tool: one list, one calendar, one folder, and AI only for drafting.
Quotes that took him an hour per 10 now come out with datasheets in about 15 minutes.