Quote follow-up
Quote follow-up is an automation Rosada Automation builds for Professional & B2B firms and Local service businesses. Quotes you sent get a polite nudge on schedule, and the nudges stop the moment someone replies.
Who it's for
- Professional & B2B firms
- Local service businesses
Example run with sample data
Manual ~5 min of your time
Automated seconds
Illustrative contrast for this sample run. Not a guaranteed result.
1 of 3
Quote sent
A sample quote is marked sent. The draft is ready, so you only check the words.
ToSample Customer <sample@example.com>
SubjectQuote sent
A sample quote is marked sent.
Example run. Nothing here is sent for real.
You can require a check before a nudge goes out.
Where you approve
You can require a check before a nudge goes out.
What you get after go-live
After go-live you get a handoff guide that's yours to keep. Your guide will include:
- A clickable map of your workflow.
- Plain-English answers for how to change the parts that are yours to edit.
- How to pause or stop it safely.
- A go-live checklist.
- Who to ask.
For this automation, your guide will include how to change:
- The wait before a nudge
- The nudge wording
- What counts as a reply that stops the sequence