# Lost Quote Feedback: Ask Why Customers Said No Source: https://maito.app/workflows/ask-why-a-quote-was-lost Maito reviews last week's lost quotes, drafts one short feedback request per customer, and groups the answers by reason. You approve every send. Each lost quote gets one polite question, and the reasons are sorted into price, timing and capacity. [Sales](https://maito.app/workflows/team/sales) · [Home services](https://maito.app/workflows/industry/home-services) · On a schedule · Updated October 19, 2026 Works with - Slack - Email - [HubSpot](https://maito.app/workflows/tool/hubspot) - [Salesforce](https://maito.app/workflows/tool/salesforce) - [Attio](https://maito.app/workflows/tool/attio) - [Pipedrive](https://maito.app/workflows/tool/pipedrive) - Gmail - Microsoft 365 - Superhuman Mail ## How do you find out why a quote was lost? To find out why a quote was lost, set up a weekly Loop. Maito lists the quotes that expired or were declined, separates reasons already given from unknown ones, drafts one short question per customer, and posts them for approval. Replies are grouped by reason. ## How it's done today The owner guesses why work was lost. ## What Maito does 1. Find quotes that expired or were declined 2. Draft one short feedback request each 3. Record any reason that comes back 4. Group the reasons ## Example Loop run: Monday 8:00 AM · Lost-quote review **Maito** (8:00 AM): 6 quotes closed lost last week, $31,800 in total. Reasons already given: • Q-2104, $5,200, Hooli patio: "went with a cheaper bid" (price) • Q-2111, $2,400, Acme: "not until spring" (timing) • Q-2098, $4,100: "after the 1st" (timing) No reason: Q-2102, Q-2107 and Q-2115. Short feedback requests are drafted below. Catch: Q-2102 expired Oct 15 with no reply. Silence isn't a reason, so it's logged as unknown, not price. **Dana** (8:12 AM): Send the three requests. **Maito** (8:13 AM): Sent. One question each, and replying is optional. I'll add the answers to next Monday's review. ## How to set it up On a schedule Ask why a quote was lost Ask your agent “Every Monday at 8, find quotes that expired or were declined last week, draft one short feedback request for each customer who didn't give a reason, and post them in #sales for Dana to approve.” Connect CRM - HubSpot - Salesforce - Attio - Pipedrive Connect email - Gmail - Microsoft 365 - Superhuman Mail Use forms - Typeform - Tally No MCP server needed. Ask your agent to save a skill with the steps, then add the login or API key in Settings → Vault. Not connected yet? Your agent sends you a link to sign in. ## What it won't do It can't make a customer reply, and it asks each customer once. Reasons are only what people say, so small samples are weak evidence. ## Questions ### Does it email customers without asking me? No. Drafts go to Slack first and are sent only after you approve them. ### What if a customer never replied to the quote? Silence is logged as unknown, not as price. Maito won't guess a reason. ### Which tools does it use? Your CRM (HubSpot, Salesforce, Attio or Pipedrive) and email. A form such as Typeform or Tally can collect answers. ## More sales workflows - [Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call) - [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically) - [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call) - [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread) - [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review) - [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fask-why-a-quote-was-lost)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)