Summary

Send quotes faster, follow up automatically, and make it easy for customers to say “yes” and book a time.

The challenge

Quotes often sit unanswered—not because the customer is not interested, but because they are busy, comparing options, or unsure what the next step is. Following up manually is awkward and time-consuming, so it gets delayed or forgotten. That leads to fewer wins and a lot of wasted quoting time.

The solution

A quote process that helps you reply quickly, follow up politely, and offer a simple “accept and book” path.

What it does

• Creates a consistent quote format (clear scope, price, timing, next steps)

• Sends a polite follow-up sequence (e.g., 24 hours / 3 days / 7 days)

• Gives customers a simple way to accept (reply “YES”, link, or short form)

• Once accepted, offers booking options and confirms the appointment

• Flags “hot” leads (e.g., viewed/replied/asked questions) so you focus effort

• Keeps a simple view of which quotes are still open and which are won/lost

Typical outcomes

• Higher quote-to-job conversion

• Less time chasing and more time on paid work

• More professional customer experience

CTA: Improve quote conversion