Quote Follow-Up

AutomationsQuote Follow-Up

Billing & Quotes

Keep sent quotes warm with a check-in, a value reminder, and a gentle close — so quotes stop silently expiring.

Sales

Sequence

Active

SMS Sent

Delivery Rate

98%

Response Rate

40%

Conversion

58%

Message sequence

3 step automation

Trigger:When a quote is sent from your connected account

Synced live from your connected account — fires the moment the event occurs

1
Quote delivered
Immediate
“Hi {first}, your quote from {business} is ready! Review it here and reply with any questions: {link}”
2
Check-in
Day 2
“{first}, just checking in on your quote — happy to adjust scope or answer anything. {link}”
3
Gentle close
Day 5
“Last call on your quote, {first} — pricing holds for 48 more hours. Ready to lock it in? {link}”

Funnel

Sent → converted

Sent96 (100%)

Delivered94 (98%)

Responded38 (40%)

Converted22 (23%)

Test this workflow

Send yourself a preview SMS

Fire the full sequence to your own number to see exactly what customers receive.