Follow-up (sales)a recurring routine
Follow-up routine for quotes
The prepared-follow-ups check runs on a schedule and reports what it drafted
The ask
“Every Monday and Thursday morning, do the quiet-quotes follow-up pass and tell me what you drafted and what you skipped.”
WhatsApp
Text
TelegramWhat Barry does
Runs the whole quiet-quote pass twice a week on its own, drafts the follow-ups, and reports back: how many it wrote, who it left alone, and why.
What stays yours
- the send
- the days it runs
What it needs
- Jobber or Housecall Pro
- Gmail or Outlook
More in Follow-up (sales)
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