Sales · Agent 03
Quote Follow-up Agent
Follows up on every open quote until it's a yes, a no or a date.
How it works
- 01
Pulls open quotes every morning
- 02
Sends a recap with options and next steps
- 03
Answers questions by text and routes ready buyers to your team
- 04
Logs every touch back to the customer record
Sample text
Hi Tom, following up on the quote we sent Tuesday. Happy to answer any questions, or I can hold a start date for next week. Would Thursday or Friday work better?
