Follow up on quotes. Win more projects.
AI automatically follows up on open quotes under agreed contact rules, resumes the conversation with context and routes technical questions to your team. Track responses and decisions.
See what reaches the team.
One possible journey, configured around each business’s decisions.
- 12 SEP · 16:42Proposal sent
- 16 SEP · 10:08Customer question
Is the anthracite finish included in this version?
- OwnerRita · Sales
Every open quote has a next action.
Before
A sent proposal has no clear owner or gets a generic message that ignores the customer’s questions.
After
Status, open question and owner are visible. AI automatically resumes the conversation when contact rules allow it; technical questions go to the team.
From proposal to next decision.
Record
Keep the quote context and send date in the agreed process.
Identify
Check for replies, technical concerns, pricing questions or open deadlines.
Prepare
AI sends a contextual follow-up under agreed rules or creates a task for technical review.
Close or progress
Record the reply, agree the next action or stop contact when appropriate.
Follow more quotes through to a decision.
Human control
Sales sets contact rules; technical questions go to the people who can validate them.
What to measure
Follow-up share (quotes appropriately followed up / eligible quotes) and quote acceptance rate (accepted / sent quotes) for an agreed comparable cohort.
What we measure in your business.
We set a baseline, track progress and refine the process.
Quote acceptance rate
Accepted quotes / quotes sent in an agreed comparable cohort.
Frequently asked questions
It depends on the project, what was agreed with the customer and the team’s rules.
No. Any commercial change requires a team decision.
The process should respect that preference and end follow-up.
Let’s improve the path from enquiry to signed project.
Bring an enquiry journey. We’ll identify where AI can answer and qualify 24/7, book or prepare a quote and track results.
Book a conversation