Sales

All services

Quotation follow‑ups

Email follow‑ups on days 3, 7 and 14 after a quotation; stop after a sale or reply.

Who it suits

Businesses with many quotations and longer sales cycles.

Your part

Update the status when the sale is won or you stop pursuing it.

How it works

  1. Record the quotation in a spreadsheet.
  2. Send each follow‑up when due.
  3. Stop when the record is marked as closed.

What it looks like

The follow‑up emails · Demo data
The follow‑up emailsDemo data ↗

Result illustration. No messages are sent or real data processed.

Data

30 quotations per month × 3 follow‑ups × 5 minutes each → about 7.5 hours saved per month, with every quotation followed up (estimate).

Estimate; results vary with your circumstances