You send an estimate and hear nothing back. Instead of sticky notes and guilt, this automation sends timed follow-ups, creates rep tasks, and escalates to a manager before the job goes to a competitor.
Unanswered quotes are where service businesses lose margin. This workflow watches estimate records for a sent status with no response, then fires a structured nudge sequence: a friendly check-in email, a call task for the owner, and a manager alert if the quote stays open past your threshold. When the prospect replies or approves, the sequence stops immediately.
What's Included
- Sent-estimate trigger: Detect quotes that have been delivered but not answered.
- Timed nudge sequence: Send reminders on day 2, day 5, and day 10 (configurable).
- Rep call tasks: Create a phone task with estimate amount and last touch attached.
- Manager escalation: Alert leadership when high-value quotes go stale.
- Outcome logging: Mark won, lost, or revived for pipeline reporting.
How To Use
- Clone the kit and connect your estimate or proposal source.
- Define stale thresholds and message tone in Automations.
- Assign escalation recipients for overdue high-value quotes.
- Turn the automation on and let silent estimates chase themselves.
Explore more sales automations, build an invoice flow in generate, or fork related kits in the Community Gallery.