Human handoff
Your team stays in control
Pricing changes, objections, negotiation, and technical questions always go to the person responsible for the quote.
AI agent for service businesses
Automated sales follow-up for every open quote
Quote follow-up automation checks which quotes are still open, sends timely reminders, and tells your team when a customer is ready to proceed. AI handles language and variable requests, while fixed rules control approvals, system updates, stopping conditions, and handover to your team.
Book a Free Workflow AuditThe problem
Why enquiries and routine work get missed
Quotes often go quiet because nobody has time to follow them up consistently. That makes it hard to know whether work was lost on price, timing, or a missed conversation.
What it does
- ✓Finds quotes that need follow-up
- ✓Sends messages at agreed intervals
- ✓Records replies and reasons
- ✓Alerts your team when a customer has a question or wants to proceed
Example
How it could work
A landscaping quote has not been accepted after three days. The customer receives a polite check-in, asks about the start date, and the estimator gets a task with the full conversation.
Clear boundaries
AI where it helps, fixed rules where they are safer
The AI agent can understand language or prepare a response, while approvals, data access, stopping rules, and escalation paths remain explicit. Read about our AI integration services and workflow automation services.
Works with the tools you already use
We connect the agent to suitable systems in your current setup. You do not need to replace everything to get started.
Choose the support that suits you
Fixed-price setup
We agree on the process, build it, test it, document it, and hand it over.
Ongoing support
We monitor the service, handle changes, and improve it as your process develops.
Common questions
No. You choose the number, timing, and stopping rules for every follow-up sequence.
Yes. Follow-up stops as soon as the connected system shows that the quote is accepted or closed.
Yes. Replies can be grouped into useful reasons so you can improve future quoting.
See where this could save time in your business
Tell us how work moves through your team. We will identify the best place to start and explain what a practical setup would involve.
Book a Free Workflow Audit