Why it matters
Following up quotes is the job everyone means to do and nobody has time for. A quote that never gets a follow-up is often work handed to a competitor who did ring back.
It also tells you something. When every quote gets the same follow-up, the ones that still don’t convert point to a pricing or scope problem worth looking at, rather than a busy week.
How it works
- A quote is sent from ServiceM8, Fergus or Simpro as usual.
- If it isn’t accepted after a few days, the customer gets a short, friendly follow-up from your business.
- A second follow-up goes later. After that, the quote lands on your list to ring or let go.
- The moment the quote is accepted or declined in the job system, the follow-ups stop.
Where AI is used, and where it isn’t
- AI: None needed. This one is plain rules, which makes it cheap to run and easy to trust.
- Plain rules: The schedule, the wording, who gets skipped, and stopping the moment the quote status changes.
You approve anything a customer sees before the flow goes live, and the flow runs in your own accounts.
What changes day to day
Nothing changes in how you quote. You stop keeping a mental list of who to ring back. Once a week you get a short list of quotes that went quiet after two follow-ups, and you decide which ones are worth a call.
This is for you if
- You send quotes and rarely hear back.
- Following up depends on someone remembering.
- You don’t know your quote win rate.
Worth knowing
- Keep the tone light. A follow-up that sounds pushy costs more than a lost quote.
- Quote statuses need to be kept current in the job system, or the follow-ups won’t know when to stop.
- Some customers, like regular commercial clients, should be left off the schedule. You choose who.
This is an illustrative example. It describes a flow we would build, not a client’s results. If you go ahead, we measure your own before and after.