Start with the right move.
If the bottleneck is already clear, we can help you move quickly. If it is not, we can help you identify the best first step before you commit to the wrong build.
Quote Follow-Up Automation
Most distributors lose 60 to 70 percent of their silent quotes not because the buyer said no, but because nobody followed up before they moved on. We wire a follow-up sequence into your existing quoting and CRM setup so every warm quote gets the right nudge at the right time, without your team having to remember.
Who this is for
- B2B distributors with a quote volume above 20 per week where follow-up is currently done manually
- Field service businesses that quote jobs and lose to silence before the customer decides to go elsewhere
- Sales teams where follow-up cadence depends on individual habits rather than a defined process
How it works
The system monitors your open quotes, detects when a quote has gone quiet past a defined threshold, and triggers the right follow-up: an email, a WhatsApp, a task for your sales rep, or all three. It logs every touchpoint and escalates aged quotes automatically so nothing falls through.
What changes
Concrete operational outcomes, not aspirational marketing claims.
01 - More quotes convert without more sales calls
Systematic follow-up recovers a portion of the pipeline that currently goes cold. The average distributor recovers 15 to 25 percent of previously silent quotes within the first 90 days of running automated follow-up.
02 - Your team focuses on hot leads, not admin
Automated sequences handle the routine chasing. Your sales team spends time on deals that need human judgment rather than sending the same follow-up email for the third time.
03 - Complete visibility into your quoting pipeline
You know exactly which quotes are open, how old they are, how many touches have gone out, and who needs a priority call. No more checking spreadsheets or asking the team.
