QUOTE FOLLOW-UP AGENT

Recover 15-25% of quotes that would have died quietly.

Automatically follows up on every quote that didn't close within 24-72 hours. Until it's won or officially dead. Via SMS, email, or voice — whichever channel the customer actually responds to. No quote gets forgotten.

THE PROBLEM

83% of quotes close within 7 days, or never close at all.

Every quote your shop issues has a ticking clock. Industry data: 83% of quoted parts sales close within 7 days — or they don't close. Full stop. Your counter team is drowning in new calls and has zero time to call back yesterday's quotes.

So at a typical shop, 35-45% of quoted dollar-volume never gets any follow-up at all. Some of it was already dead. Most of it just needed a nudge. The customer was busy, they got pulled into something, they forgot, they weren't sure they wanted to pull the trigger — all reversible with one friendly check-in.

The friendly check-in never happens. So the sale never closes. And it's not your rep's fault — they're answering today's calls. Nobody has a mandate, or the time, to reopen yesterday's losses. Every day, some percentage of your revenue just evaporates because no one called back.

83%

Of quotes that close, close within 7 days of being issued.

35-45%

Of quoted dollar-volume receives zero follow-up at a typical shop.

15-25%

Of otherwise-dead quotes recoverable via automated nudge sequence.

WHAT IT DOES

Every open quote, three touchpoints, no exceptions.

Pulls open quotes end-of-day

Reads your ERP every evening. Picks up every quote issued today that isn't won, converted, or explicitly marked lost. Builds the follow-up queue automatically.

24h soft check-in

"Hey, wanted to check if you had questions on the quote we sent yesterday." Low-pressure, helpful tone. Customer-optimized timing.

72h availability / pricing refresh

Updates the customer if anything changed on stock or price. Often pricing moved, or the part's now in stock when it wasn't — re-opens the conversation naturally.

7-day last call

Final touch before the quote is marked closed-lost. Direct but not pushy. Gives the customer one last easy yes.

Channel match per customer

Customer usually texts? Text them. Usually emails? Email. High-ticket customer? Voice call. No one-size-fits-all spam.

Hot replies route to a human instantly

"Yes, I want it" goes to a live rep in real time. No lead sits in limbo. Weekly report shows quotes touched, won, dollar-volume saved.

SAMPLE SCENARIO

A composite $3M shop, 60 days after deployment.

Representative of real customer outcomes. Specific customer data confidential.

BEFORE

  • 35-45% of quotes got zero follow-up
  • Quote-to-close rate: industry baseline ~38-42%
  • Recovery rate on "dead" quotes: under 3%
  • Rep time spent on quote follow-up: near zero
  • Customer never reminded about their own open quote
  • Competitors won the silent quotes

AFTER (60 DAYS)

  • 100% of quotes touched within 24 hours
  • Quote-to-close rate lifted approximately 12 points
  • Recovery rate on otherwise-dead quotes: 15-25%
  • Rep time still zero — agent does the work
  • Customer nudged at the right moment, on the right channel
  • Silent quotes no longer silent

A focused subset of the Outbound Sales Agent. Deploys fastest.

This agent is the highest-leverage slice of the Outbound Sales Agent: just the open-quote follow-up sequence. If you're starting with the Counter Agent and want to add one more thing fast, this is usually the quickest win. Weeks to deploy, revenue impact visible in the first month.

Many customers deploy this as their second agent, then graduate to the full Outbound Sales Agent once they see the recovery numbers.

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