Automated multi-touch follow-up on open quotes — keeps your proposal alive through procurement delays, board approvals, and slow decision cycles.
The Problem This Solves
High-ticket quotes ($8K-$200K) die in procurement committees, co-op boards, and slow decision processes. The contractor who follows up most consistently wins 60% of contracts. Most contractors send one follow-up email and stop.
How It Works — Step by Step
Action: First follow-up: 'Checking in on the proposal — any questions I can answer?'
→ 15-20% of stale quotes reactivate at this stage
Action: Second touch: value-add content (energy savings data, seasonal urgency, case study)
→ Prospect re-engaged with relevant information
Action: Third touch: direct ask — 'Are you still evaluating? Happy to adjust the scope'
→ Decision accelerated or objection surfaced
Action: Final touches: urgency-based messaging (seasonal deadlines, price increases, schedule availability)
→ Last-chance recovery — captures 10-15% of otherwise-dead quotes
Questions About This Automation
Professional, value-driven follow-up is expected in B2B services. We're not spamming — we're providing relevant information through a decision process. Clients who find it annoying weren't going to buy anyway.
Consistent 6-touch follow-up recovers 20-35% of quotes that would otherwise die. On a $50K average quote, that's substantial revenue.
Every sequence is niche-specific. Boiler contractors get seasonal urgency messaging. Marine diesel shops get haul-out schedule reminders. Hardscaping companies get design inspiration content.
Especially for big quotes. The larger the deal, the longer the decision process. Marine diesel and aviation clients can take 4-8 weeks. Without follow-up, you're forgotten by week 3.
Recovering 2-3 stale quotes per quarter at niche-typical ticket sizes adds $50K-$300K in annual revenue depending on your niche. The system pays for itself with one recovered quote.
Book a free 30-minute call. We'll confirm this automation fits your setup and walk through exactly what deployment looks like for your business.