“Here’s the estimate
we talked about.”
You send the quote. The conversation starts here.
SERVICE 02 / QUOTE FOLLOW-UP
You sent
the quote.
Let’s follow up.
You’ve already put time into the estimate. I help you stay in touch afterward, with polite reminders that give your customer room to respond.
For businesses that send estimates or proposals.
A LITTLE FOLLOW-THROUGHEXAMPLE
“Here’s the estimate
A POLITE CHECK-IN“Have you had a chance to look it over?”
A reminder in the same email thread.
The reminders stop.
You take it from here.
Reply recordedFollow-ups stopped
Illustrative example · No live customer data
TRY A SAMPLE IN UNDER A MINUTE
A quote. A reminder.
A customer replies.
Click through the steps to see what the customer receives and what your team sees.
Fictional example · No emails are sentStep 1 of 4
START WITH YOUR APPROVAL
See the steps in this example.
Use the controls below to follow a sample customer conversation. The example uses fictional data and does not run your business’s automation.
- Tracker status
- Sample only
- Next step
- Your team stays in control
This illustrates the process; it is not a recording of the live system. Your account, wording, and settings are tested separately before your pilot starts.
Want to see the working setup? Ask Ryan for a demo.THE GOAL
Less chasing your inbox. More time for the conversation.
HOW IT WORKS
A few thoughtful reminders.
A clear place to stop.
We agree on the wording and timing together, then test the setup before it goes live.
Start with your quote.
Your sent quote and customer details go into a simple tracker. Follow-ups only run for quotes you approve.
Check in if it goes quiet.
The demo waits 48 hours before the first reminder, then 72 hours before a final one. Messages go out during weekday business hours.
Know when to stop.
The system checks for a reply before sending. A customer response stops the reminders, and no quote gets more than two follow-ups.
A WORKING DEMO, BUILT BY RYAN
See what happened.
Know what’s next.
The tracker shows whether a quote is waiting, has received a reply, or has finished its two reminders. You don’t have to piece the history together from memory.
I’ve tested sending, reply detection, and the two-reminder limit with test accounts. Your business setup is configured and tested separately before launch.
SAMPLE QUOTEExample tracker
CUSTOMER
Alex Jordan
Cleaning service estimate
- Follow-ups sent
- 1 of 2
- Customer reply
- Received
- More reminders
- Stopped
- Next step
- Your personal response
You still own the conversation.
I help with the reminders. You answer questions, discuss the work, and decide what happens next.
BUILT AROUND YOUR DAY
We’ll keep it simple.
We’ll look at how you send quotes, choose wording that sounds like you, and agree on when to follow up. I handle the setup and give you a walkthrough so you know how to use it.
Will it keep emailing someone who has replied?
The setup checks the original email thread for a customer reply before sending a reminder. When it detects one, follow-ups stop and the tracker is updated.
What happens if a send is uncertain?
The setup pauses further attempts for that quote so the result can be checked before another message is sent.
Can I start with just this service?
Yes. We can start with quote follow-up, or focus on new inquiries first. We’ll choose the part of your process where the help is most useful.
LET’S START WITH YOUR PROCESS
See it with Ryan.
Then decide if it fits.
Ask for a short demonstration using sample information. Tell me how you work today, and we’ll see whether one of these services would actually help.
First two pilot projects from $500. Includes up to two agreed communication workflows, a shared tracker, setup, testing, a walkthrough, and 30 days of monitoring and corrections to the agreed setup. Software costs are separate. We agree on the scope and price before work begins.
Request a personal demoOpens an email to Ryan · No commitmentBook a free consultation30 minutes · Google Calendar bookingryanpalm40@gmail.com