Home What we build Quote follow-up Quote follow-up

Hear back on every quote you send.

After a quote goes out, the customer gets a check-in on day 2, day 5 and day 10. Once they answer yes or no, the check-ins stop and you know where the job stands.

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The problem

Where quotes go quiet.

You send the quote and get busy. A week later you can't remember who you were waiting on, and calling now feels awkward.

EmailText messagesShopVOXQuickBooks estimates

We confirm each connection on the free audit.

What the system handles

01Checks in on day 2, day 5 and day 10
02Sends customer questions straight to you
03Marks each quote won, lost or waiting
04Shows which quotes need a call from you

You set the tone and the timing.

Change the days, change the wording, or skip follow-ups for a customer you'd rather call yourself.

What it does for your shop

After a quote goes out, the customer gets a short check-in on day 2, day 5 and day 10 until they say yes or no. You see every open quote in one list and learn why quotes are lost.

How it works

The system marks a quote as sent in one of three ways: you approve it in our quoting system, it shows up in your Sent email folder, or it comes in from QuickBooks.
Each weekday morning, the system finds quotes with no reply.
On day 2, 5 and 10, the customer gets a two-line check-in that names the job, sent the way they first reached out.
The last check-in asks whether the job is still on.
Any reply pauses the check-ins and goes straight to you. A "no" gets one question: what decided it, like price, timing or going elsewhere.
After the last check-in with no answer, the quote is marked cold and shows up in your morning email.

What you provide

How your quotes go out today, like shop software or a PDF by email
Your OK on the check-in timing
The email account your quotes go out from

Setup and upkeep (our estimate)

We set the timeline with you on the call.
About 1 hour a month

Pricing is worked out with you on a call.

Where your customers' data lives

Open quotes, replies and the reasons customers give for saying no belong to you and are kept separate from every other shop's. The texting service keeps a log of each text, and emails stay in your own inbox. The system writes the check-ins and sorts the replies. The system keeps short-lived run logs while it works.

What a check-in looks likeExample

Open quote

Monument sign · made-up customer

Quote sent
Monday, by email
Day 2 check-in
Hi Dan, it's [your shop] about the monument sign quote. Happy to answer any questions.
Day 5 check-in
Goes out only if Dan hasn't replied
Day 10 check-in
Is the monument sign still on, or should we close it out for now?
If no answer
Marked cold and listed in your morning email

Any reply pauses the check-ins and comes straight to you.

Example layout with a made-up customer. Not a real quote or a real message.

Where a sent quote goes quiet.

The next job takes over.

You send the quote and get busy.

You lose track.

A week later you can't remember who you were waiting on, and calling now feels awkward.

You never hear why.

When a quote never gets an answer, you don't learn whether price or timing lost it.

How we set it up

Start small.
Check the work.

See the full process

Map how you work today.

On the free audit we go through how a request turns into a job in your shop, step by step.

Set the approval steps.

We agree on what the system drafts and what you check before anything reaches a customer.

Test on real requests.

We run it on real quote requests with you watching, fix what's off, and then turn it on.

How it works in your shop

A check-in that doesn't nag.Each message is short and points back to the quote. The last one asks plainly whether the job is still on or should be closed out.
One list of open quotes.You can see every quote that's out, how long it's been out, and what the customer said.
Lost quotes tell you something.When a customer says no, the system asks why in one line. Over a few months you see whether you lose on price or on timing.

Before we build

Your questions,
answered.

Why day 2, 5 and 10?

It's a starting schedule. We change it to fit how fast your customers usually decide.

Does it work with quotes from our shop software?

We check that on the free audit. If your software can pass the quote along, follow-ups start on their own. If it can't, you mark the quote as sent.

What if the customer has a question?

Their reply comes straight to you, and the check-ins pause.

Can it pick up quotes we email ourselves?

Yes. It can watch the Sent folder of the email account your quotes go out from, or pick quotes up from QuickBooks.

What happens when a customer says no?

They get one question: what decided it, like price, timing or going with another shop. Over time you see why quotes are lost.

What if nobody answers at all?

After the last check-in, the quote is marked cold and shows up in your morning email, so you can decide whether to call.

Follow-up

Following up on a quote without being a pest

Quiet quotes come up less often than people assume. When one does go quiet, a short, polite check-in beats waiting and wondering.

Quoting

Getting every detail for a sign quote on the first try

Owners on sign forums say the slow part of quoting is getting details out of the customer. Asking the right questions up front cuts the back-and-forth.

Getting paid

Deposits and payment reminders for sign jobs

Chasing payment after the install is slow and awkward. A payment link with every quote and reminders on a schedule take most of the chasing off your plate.

Hear back on every quote you send.