The problem
Where follow-up slips
- New web inquiries wait hours or days for a first reply.
- Estimates go out and nobody owns the follow-up.
- Reminders live in someone’s head or inbox and stop when they’re busy.
The workflow
What it does
Acknowledges the inquiry
Sends an approved first response and logs the request with its source.
Schedules the follow-up
Creates reminders or messages for open quotes on the timing you choose.
Stops at the right moment
Follow-up stops on a reply, acceptance, decline or opt-out, and the owner sees what happened.
Preview a follow-upQuote Q-1042 · Harbor Cold Storage · two sectional doors
Sample data
Human responsibility
What your people still decide
- Pricing and negotiation
- Deciding when a quote is dead or needs a call
- Every message template before it is used
Scope
What we agree before building
- Which inquiries and quotes are included
- Message wording, timing and stop rules
- Email/SMS sending setup and consent requirements
- Where the status is tracked (existing CRM or a new one)
Will customers get spammed?
No. You choose the number and timing of messages, and follow-up stops as soon as the customer replies, accepts, declines or opts out.
Can it use our existing CRM or email?
Often, yes. We check what your current tools allow during the audit before recommending anything new.
Start with a free 30-minute AI audit.
Bring one workflow you’d like to improve. We’ll look at how it runs today and talk through practical options. If there’s a fit, a tailored proposal review follows on a separate call.
Free · 30 minutes · Google Meet · No obligation