Follow up on unanswered quotes
Quotes that sit unanswered get timely reminders, and real questions go to a person.
Sales · Home services · On a schedule · Updated
Works with
- Slack
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Gmail
- Microsoft 365
- Superhuman Mail
Slack
HubSpot
Salesforce
Attio
Pipedrive
Gmail
Microsoft 365
Superhuman MailHow do you follow up on unanswered quotes?
To follow up on unanswered quotes, set up a weekday Loop. Maito finds quotes sent 3 or 7 days ago with no answer, skips accepted, declined or replied ones, drafts each reminder, and posts them in Slack for approval. Customer questions go to you instead.
How it's done today
The owner remembers to chase only some prospects.
What Maito does
- Find quotes sent 3 and 7 days ago with no answer
- Skip any that were accepted, declined or replied to
- Draft the reminders
- Send questions to a person
Example
Loop run: Monday 10:00 AM · Quote reminder check
5 quotes waiting. 3 reminders drafted. • Day 3: Q-2140, Elena Ruiz, $3,850 fence. Q-2142, Acme Property, $1,200 gutter clean. • Day 7: Q-2131, Park family, $6,400 deck. Expires tomorrow, Oct 20. Skipped: Q-2133, Marsh, $2,950. He replied Oct 17: "Can you do November, and does the price include paint?" That's a question, so no reminder. It's in your queue. From the CRM and the email threads.
@Maito Send the reminders. For Marsh, paint is not included.
Sent 3 reminders. Reply to Marsh drafted for your OK: paint isn't included. I left November out, since your notes don't say whether we have capacity.
Maito (10:00 AM):
5 quotes waiting. 3 reminders drafted.
• Day 3: Q-2140, Elena Ruiz, $3,850 fence. Q-2142, Acme Property, $1,200 gutter clean.
• Day 7: Q-2131, Park family, $6,400 deck. Expires tomorrow, Oct 20.
Skipped: Q-2133, Marsh, $2,950. He replied Oct 17: "Can you do November, and does the price include paint?" That's a question, so no reminder. It's in your queue.
From the CRM and the email threads.
Gary (10:09 AM):
Send the reminders. For Marsh, paint is not included.
Maito (10:10 AM):
Sent 3 reminders. Reply to Marsh drafted for your OK: paint isn't included. I left November out, since your notes don't say whether we have capacity.
How to set it up
- Ask your agent
“Every weekday at 10 AM, find quotes sent 3 or 7 days ago with no answer, skip any that were accepted, declined or replied to, and post the reminder drafts in #sales for Gary to approve.”
- Connect CRM
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Connect email
- Gmail
- Microsoft 365
- Superhuman Mail
- Connect SMS
- Twilio
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It can't answer a customer's question about scope or availability unless your notes say. It flags those for you.
Questions
No. Quotes with a reply, acceptance or decline are skipped, and a question goes to you.
Yes, if Twilio is connected for SMS. Email works through Gmail or Microsoft 365.
Only after you approve the drafts in Slack.
