Quote follow-ups · Professional firms
Quote follow-ups for Professional firms
The Quote follow-ups solution applied to Professional firms: same automations and activation times, with the example and steps tailored to your business.
The problem
Preparing a quote costs time; not following up on it means throwing it away. Between customers, suppliers and open negotiations, calling everyone back is the first thing to slip, and the follow-up email often goes unread. On WhatsApp the follow-up arrives, gets read and reopens the conversation: the customer clears up their doubts and can accept right in the chat.
How it works on WhatsApp
- 1
Quote sent
Send the PDF in chat or log the quote in the CRM with a tag and the send date.
- 2
Scheduled reminder
After a few days the first follow-up goes out, personalized with the customer's name and the subject of the offer.
- 3
Objections in chat
Prices, lead times, alternatives: the AI or the sales rep replies, with the history of the negotiation at hand.
- 4
Outcome tracked
Accepted, declined or to revisit: the tag updates and no negotiation is left hanging.
Conversation example
Aurora Beauty Studio
online · AI is replying
Good morning Mr. Bianchi, have you had a chance to look at the quote for the system? I'm here if you have any questions 📄
Yes, I'm considering it. Is installation included?
Yes, installation and testing included. If you confirm by Friday, we'll also lock in the price of materials.
Perfect, let's go ahead then 👍
Expected results
- 98%
- of follow-ups get read
- €0
- markup on your messages
- 2 min
- to schedule the sequence
- 24/7
- the AI answers the customer's questions
What you can customise
- Number and timing of follow-ups
- Reminder copy and tone
- Attachments: PDFs, photos, price lists
- Stop rules once a reply comes in
- Assignment to the right sales rep
- Outcome tags in the CRM
Frequently asked questions
Activate it on your number
Start free: connect the channel, import your contacts and launch the solution within a day. No credit card required.