AutomationsLost Quote Win-Back
Lost Quote Win-Back
Billing & Quotes60 days after a quote is marked lost, check in with a warm 'still need this done?' — a fresh angle and a time-limited offer can bring dead deals back to life.
Win-back
Quotes
Paused
SMS Sent
0
Delivery Rate
0%
Response Rate
0%
Conversion
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Message sequence
2 step automation
Trigger:60 days after a quote in your connected account is marked lost
Synced live from your connected account — fires the moment the event occurs
- 1
Still need this done?
Day 60“Hi {first}, it's been a minute! Are you still looking to get this done? We've got a fresh quote ready if so: {link}”
- 2
Last check
Day 62“{first}, final note on this — the offer holds through the week if you're still in. {link}”
Funnel
Sent → converted
Sent0 (0%)
Delivered0 (0%)
Responded0 (0%)
Converted0 (0%)
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