An open quote deserves a follow-up.
We help sales teams follow up on enquiries and quotes without piecing together the history across emails, spreadsheets and business systems every time.
Let’s discuss your processIllustrative example
From a quote to a reply
- 01
The quote is still open
Replies, orders and exclusions are checked.
- 02
The agreed reminder is sent
Its content and timing have been approved.
- 03
A reply arrives
The automated follow-up stops.
Illustrative example. Timing and stopping signals depend on the process and available data.
What we build
A queue of open enquiries
We connect the available sources and define which enquiries still need a follow-up.
Messages with clear rules
We prepare content, timing and exclusions. Replies, purchases and requests not to be contacted stop the sequence according to the agreed rules.
A handoff to sales
We update the enquiry status and route replies to the person responsible, with the context they need.
What we start with
- Examples of enquiries, quotes and completed conversations.
- Your data sources and how you record replies and orders.
- The team involved, approved messages and rules for contact.
Start with a defined case.
We start with one type of quote and a defined sales team. We check the data and stopping conditions first, then test the sequence within an agreed scope.
What we can measure
- Open enquiries with an up-to-date status.
- Replies for the sales team to pick up.
- Correct stops and cases requiring review.
We choose measures based on the available data and agreed scope.
Practical questions
Do we need a new CRM?
Not necessarily. First, we check whether your current tools can reliably identify open enquiries, replies and purchases.
Do you contact new prospects too?
This service covers existing enquiries and open quotes. It is not a mass cold-email service.
Which task
repeats too often?
Tell us how you handle it today and which tools you use. We’ll find a sensible place to start together.
Let’s talk