Quote Follow-Up
Quotes and estimates sit unanswered for days while competitors stay in the thread. Capture created the conversation; silence loses the job.
Never let a sent quote die in silence.
Before → after
What changes when this operator is live.
Before
Quotes sit in CRM as “open.” Follow-up is random. Nobody knows which proposals are still alive vs already lost.
After
Each sent quote enters a short follow-up sequence with clear next steps. Replies book into capacity or escalate to Hub 05 coaching moments.
Steps to implement
Copyable operating order — connect, pilot, measure, then scale.
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Mark quote/estimate send in CRM so the hub knows when the clock starts.
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Configure a short same-day / next-day / mid-week cadence with book and talk-to-human links.
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Attach vertical FAQ nudges (price, timing, what’s included) without inventing discounts.
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Respect quote expiry and live calendar/crew capacity in every follow-up.
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Measure quote→book and stale-open clearance; feed hard stalls to Hub 05.
What this operator does
Productized capabilities — including the planned improvements for this hub.
- 1
Timed follow-up sequences
After a quote or estimate is sent, AI runs a short, polite cadence — value reminder, FAQs, book link — until reply, book, or opt-out.
- 2
Keeps proposals alive for Hub 05
Gives sales coaching something to close: quotes that would otherwise go cold after capture from Hubs 03 and 04.
- 3
Objection-aware nudges
Surfaces common stalls (price, timing, “shopping around”) with vertical-safe replies and a human escalate path.
- 4
Expiry and capacity aware
Respects quote validity windows and live calendar/crew capacity so follow-ups do not promise what you cannot deliver.
Failure modes
Where this hub breaks if you skip the guardrails.
- Endless drip
A long automated nag train burns trust. Keep the sequence short and stop cleanly.
- Discount spam
Racing to the bottom on every silent quote trains prospects to wait. Lead with clarity and availability first.
- Follow-up with no owner
When the prospect asks for a custom scope or complains about price, a human must own the thread.
When not to automate
Do not auto-negotiate complex contracts, clinical care plans, or angry billing threads — hand those to a named person immediately.
KPIs
Measurable outcomes the owner dashboard should track for this hub.
Quote reply rate
Sent quotes that get a reply
Track by vertical
Quote → book
Quotes that convert to a booking
Primary ROI
First follow-up latency
Hours from send to first nudge
Same day when possible
Stale quote clear
Old open quotes closed won/lost/opt-out
Pipeline hygiene
Vertical pack
Neutral SMB default, with pack-specific offer and tone notes.
Polite value reminder → FAQ → book or talk-to-human.
Integrations
Without these connections, the hub is a slide — not a product.
CRM / contact DB
Lead segments, consent flags, ownership, and campaign history
SMS / messaging
Compliant outbound and two-way conversations
Calendar / booking
Real-time availability, booking, reschedule, and reminders
Compliance
Built-in guardrails: consent, incentives, handoff, and data minimization.
SMS & messaging consent
Only message contacts with documented opt-in for the relevant channel. Honor STOP/HELP. Align with TCPA (US), POPIA (ZA), GDPR/ePrivacy (EU/UK), and local carrier rules.
Human handoff
Escalate billing disputes, medical/legal edge cases, angry customers, and “talk to a person” requests to a named human with full conversation context.
Shipped improvements
Content and product upgrades encoded in this hub.