Quote Follow-Up
Quote Follow-Up for Contractors with Timed Reminders. Follow up every sent quote on day 2, 5 and 10, record why quotes are lost and see the win rate. Free to clone.
Quote Follow-Up is a Taskade app kit built from one prompt: 5 projects that remember, 2 AI agents that think, and 4 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 5 projects, 2 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Closer and Closer Desk. Its automations include Daily follow-up email, Quote sent: create follow-ups and draft and Quote lost: remind to record reason.
by @taskade
What you can do with Quote Follow-Up
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Quote Follow-Up works
- Daily follow-up email: when Every weekday at 8 AM, then Find follow-ups due today or earlier and Join the due list into text.
- Quote sent: create follow-ups and draft: when a quote is set Sent, then Draft the first message with Closer Desk and Day 2 date.
- Quote lost: remind to record reason: when a quote is set Lost, then Email the reminder.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Closer, Closer Desk
- Automations: Daily follow-up email, Quote sent: create follow-ups and draft, Quote lost: remind to record reason
- Workspace: 5 projects, 2 AI agents, 4 automations