Quote sent
From your job system, email, or manual trigger — the sequence starts automatically.
Sales·Quote Follow-Up Machine
Quotes sent. Jobs won.
You did the site visit, sent the quote, and moved to the next job. The customer was keen — they just needed a nudge. Three weeks later it's still sitting in your sent folder. We chase automatically.
The problem
Most lost tradie jobs aren't lost on price — they're lost on follow-up.
You're brilliant on the tools. You're terrible at chasing quotes — because you're back on site before the customer has even opened your email.
Quotes without follow-up convert at a fraction of quoted jobs with structured chase. But manually following up 15 open quotes while running three jobs a day doesn't happen.
The jobs are there. The customer said yes in their head. They just need someone to ask again — at the right time, with the right info.
What this looks like today
The status quo. Before the system runs.
01
Quotes sent from the ute at 5pm — follow-up never happens
02
Site photos and access details still missing days after the visit
03
Customers go cold because nobody asked for the decision
04
Competitors who follow up faster win jobs you already quoted
05
Pipeline visibility is a mental list that resets every Monday
06
Revenue sitting in 'sent quotes' with no system to convert
What we build
A complete system. Not a single tool.
Every component designed for australian tradies and home service businesses — wired together, not sold separately.
Post-quote follow-up sequences
Timed SMS and email touches after every quote sent — gentle nudge, value reminder, decision ask.
Site photo and info chase
Missing photos, measurements, or access details chased automatically before quote finalisation.
Quote expiry reminders
Configurable expiry windows with urgency messaging before the quote goes stale.
Objection-aware responses
Customer replies handled — price questions, timeline changes, and 'need to think about it' get appropriate follow-up.
Hot lead alerts
When a customer replies 'yes' or asks to proceed, you get an instant notification with full context.
Pipeline dashboard
See every open quote, last touch, and conversion status — not a spreadsheet you never update.
How it works
From first trigger to live system.
Step by step — most implementations go live in two to three weeks.
01 02 Day 1 follow-up
Confirmation the quote landed. Any missing info requested.
03 Day 3 value touch
Reminder of scope, timeline, and availability — not a hard sell.
04 Day 7 decision ask
Direct ask: ready to proceed, need changes, or want to discuss?
05 Replies handled
Customer responses routed to you or handled with approved scripts.
06 Won or nurture
Accepted quotes trigger booking. Declined quotes enter long-term nurture or close.
Outcomes
What changes. Inside 30 days.
Higher quote conversion
Structured follow-up converts jobs you'd otherwise forget about.
Faster site info collection
Photos and access details chased without you remembering to ask.
Less revenue left on the table
Open quotes get systematic chase — not hope and memory.
Instant hot lead alerts
Know the moment a customer says yes — while they're still keen.
Pipeline you can actually see
Every quote tracked with last touch and status — no mental load.
More jobs without more quoting
Convert existing pipeline before chasing new leads.
Timeline
Phase 01
Week 1
Discovery: quote workflow audit, follow-up gaps, integration with job system, and message tone approval.
Phase 02
Week 2
Build: sequence design, trigger setup, reply handling rules, and hot lead notifications.
Phase 03
Week 3
Go live on open quotes. Monitor conversion lift, reply rates, and sequence timing.
Common Questions
Before you book. Quick answers.
Sequences are short, professional, and stop after 3–4 touches. Framed as helpful reminders — not spam. Opt-out on every message.
Yes. Trigger manually, via email integration, or from your job management system — however quotes leave your business today.
Replies route to you with full quote context. The system handles acknowledgements — you handle the conversation.
Yes. Emergency repairs, renovations, and maintenance contracts can have different follow-up cadences.
Most tradies see 15–30% lift on quoted jobs within the first month — from jobs that would have gone cold without a second touch.
ServiceM8, Tradify, Fergus, HubSpot, and spreadsheet workflows — we connect to wherever quotes live today.
Next step
Ready to implement quote follow-up machine?
Book a strategy call and we'll walk through how this system fits australian tradies and home service businesses specifically.