Start at the point enquiries stall
Agree which quote status or other stage triggers a follow-up, how long to wait and which customers are eligible to receive messages.
The quote is sent.
The conversation isn’t over.
You have already spent time winning the enquiry and pricing the work. A conversational AI SMS agent follows up on quiet quotes, explores what is holding the customer back and helps move the conversation towards a decision.
Plan my quote follow-upWHAT THIS IS DESIGNED TO CHANGE
Give more of your existing quotes a chance to become booked work.
For teams with quotes sitting unanswered, inconsistent follow-up or too little time to chase every opportunity.
A useful two-way conversation
An AI SMS agent uses sales-focused conversation flows to check interest, understand hesitation and answer approved questions in your business’s tone.
Your prices and promises stay yours
Set clear limits on discounts, pricing, technical advice and availability. Questions beyond those limits come back to your team.
A handover when it matters
Bring your team in when a customer wants to discuss the job or approve a next step. Connections to quote and job software depend on compatibility.
Know when to stop
Agree contact windows, reminder limits and stop rules for booked, declined or opted-out customers. Review replies and outcomes to refine the sequence.
Where work gets lost.
A quote sits unanswered. You intend to chase it, but the next job takes over.
A better way to handle it.
A timely text asks whether the customer has questions. They mention timing, the agent captures the concern and your team steps in to agree a suitable date.
Illustrative scenario. We agree the scope, measures and workflow for your business before delivery begins.
MEANINGFUL MEASUREMENTMeasure what
Measure what
changes.
We choose measures that show whether this service is addressing your business needs. Depending on the scope, these may include:
- Replies from outstanding quotes
- Quotes re-engaged
- Accepted quotes and attributed job value
Web Development
YOU HAVE DONE THE QUOTE. KEEP THE CONVERSATION GOING.
How many quotes are waiting on an answer?
Let’s give those customers a useful next step, with less chasing from you.