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Quotes go out, nobody follows up
The quote went out. Then the order went to whoever stayed in touch.
Count it yourself
Does this sound like your week?
We are not going to tell you what this is costing you. You have the call log, the calendar and the inbox; the number is yours.
- 01
How many quotes are sitting out there right now with nobody checking back?
- 02
A request for a quote came in by email last Tuesday. Who answered it, and how fast?
- 03
Where is the list of every open quote? Is it one list, or three inboxes and a spreadsheet?
- 04
Who follows up with the customer who said check back next quarter? When does that happen?
- 05
When someone on your team is out for a week, what happens to the quotes they sent?
What we do about it
The work, plainly.
Three things happen between a request and an order. Right now all three wait for somebody to have time.
01
Every enquiry logged and acknowledged
Requests that arrive by email, web form or phone land in one place, and the customer gets an acknowledgement within minutes saying it was received and when to expect a price.
02
One list of open quotes
Every quote that went out, who it went to, what it was for and how long it has been open. Nothing sits forgotten in one person's inbox.
03
Follow-up that actually runs
Unanswered quotes get followed up on a schedule you set, until the customer says yes, no, or stop. It stops when they ask. Every time.
Your call, not ours
What you control, and what we will not do.
You control
- The wording of every acknowledgement and follow-up before it goes live
- How often follow-up runs, through which channel, and for how long
- Which quotes get a personal call from you instead
We will not
- Message anyone who did not ask you for a price. Follow-up goes to people who asked, and it stops the moment they say stop.
- Send a quote out under your name without you seeing it.
- Pester. Follow-up has an end, and you set it.
Questions owners ask
The ones we get every time.
- What does this cost?
- The free 30-minute front-office review. Every build is custom, so it is quoted after we have seen how the work runs today.
- Our prices change all the time.
- Then nothing here touches the price. Your people still build the quote. What gets automated is everything around it: logging it, acknowledging it, and chasing it.
- Is it a person following up?
- No. It is automated and it says so. When a follow-up turns into a real conversation, it goes to the right person on your team.
- I do not want to badger customers.
- Neither do we. You set how many times and how long, it stops on the first request, and it only ever contacts people who asked you for a price.
- We already have a CRM or an ERP.
- Good. Then we work in it rather than selling you another one. The review is where we find out what you already have.
Next
Find the one workflow worth automating first.
Thirty minutes, no charge. We look at how the work runs today and tell you which workflow to automate first. If there is not one, we say so.