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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

  1. 01

    Pulls open quotes every morning

  2. 02

    Sends a recap with options and next steps

  3. 03

    Answers questions by text and routes ready buyers to your team

  4. 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?