Chased without being chased
Every quote that goes out starts a follow-up by email and SMS, spaced sensibly and worded to suit the job. The moment the customer replies, the sequence stops.
Example build · Sales
Every quote gets followed up
A trades business quotes plenty of work and wins less of it than it should, because the follow-up only happens when someone remembers. Here is the build that chases every quote until the customer answers.
4 hrs → 20 min
Weekly follow-up cycle
~12×
Faster than by hand
~180 hrs
Back per year
Illustrative example build. The figures are typical for a business of this size, not measured results from a specific client.
The problem
The quote goes out, then the day fills up on the tools and the follow-up slips
Quotes went out fine. What happened next was the problem. Following up meant remembering who had been quoted, when, and whether they had already been nudged, all while the day was spent on site.
So the good jobs that just needed one more prod went quiet, and the business never really knew how much work it was leaving on the table.
What we built
A follow-up that stops the moment they reply
Each quote starts its own sequence. You decide how many nudges go out and can approve the wording, so it always sounds like you and never like a robot.
You stay in the driver's seat
You set how many follow-ups go out and how far apart, and you can approve the wording before anything reaches a customer, so nothing pushy ever goes out in your name.
The stack
Everyday tools, joined up and watched
n8n
ServiceM8
Outlook
SMS gateway
Claude
What changed
- Warm jobs stop going cold because someone got busy, so more quotes turn into work.
- The chasing runs itself, so the owner is not doing admin at night.
- Every quote gets the same follow-up, so nothing depends on who remembered.
Build sheet
- Client
- A small trades business (illustrative)
- Engagement
- Workflow Audit, then a Targeted Build
- Timeline
- 2 weeks, kickoff to live
- Stack
- n8n, ServiceM8, Outlook, SMS gateway, Claude
- Aftercare
- Care retainer: monitored, human-reviewed and reported monthly
Over to you
Similar problem?
Quotes going quiet after they go out, or something like it? Tell us how quotes leave your business and we will show you the follow-up that never slips. No pressure and no jargon, just a look at what is possible.