Automated quote follow-up: how it works
An automated quote chaser sends the follow-ups you would send if you had the time, and tells you who answered. Here is what a good one does, and what it must never do.
What it does
- Takes the quote you already sent, from any system, and reads the customer, job and price.
- Sends a short text and a clean email on set days, in your business name.
- Stops the moment the customer answers, or asks it to stop.
- Puts the customers who said Yes or Call me at the top of a list, with the number.
- Shows you what it is doing: every message, every answer, in one place.
What it must never do
- Send at night, at the weekend or on a bank holiday.
- Send twice in a day, or to someone who has answered.
- Guess a price. If it cannot read the quote, it must ask you, not the customer.
- Write its own messages. The wording should be yours, or at least chosen by you, every time.
- Let a customer say no with one tap. A quiet customer is not a lost one; do not hand them the exit.
- Hide the stop link, or ignore a stop.
What to look for
Your name, not theirs. Customers should see your business, your logo, your reply address. Works beside your job system, so you are not asked to move everything. Texts and email together, because texts get read and emails carry the buttons. A price per quote you can understand. Honest figures: messages sent and pounds won after a chase are real counts; "time saved" is an estimate and should say so.
Does automation feel cold?
Less than silence does. The messages are the ones a good front desk would send, on the days they would send them. The difference is that they always go. Customers judge you on whether you followed up, not on whether a person pressed the button.
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