Sales & pipeline
The quote that went quiet
Chased on a schedule you set, in your words
In business setup the quote is the whole sale, and the gap between sending one and hearing back is where most of them die — usually because the client is waiting for a nudge they think is coming.
- Knows which quotes are still open, without a spreadsheet
- Follows a cadence you define, not a fixed one
- Stops immediately when the engagement moves on
- Every message approved before it goes
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Today
Quotes chased when somebody remembers, which is to say the large ones and none of the others.
With this running
Every open quote followed up on the same rhythm, and the ones that go cold do so having actually been asked.
Step by step
What actually happens
- Assistant
Reads which engagements are sitting at quote stage and how long each has been there.
- Assistant
Plans the day's follow-ups — day three gets one message, day ten another, day twenty a last one.
- Assistant
Drafts each in the tone your instructions set, and waits for approval.
- Your team
Approves the batch on the way into the office.
01 / 02
Cadence is a rule, not a hard-coded schedule
How many times to chase, how far apart, and when to stop are things every firm answers differently — and change with the size of the deal. Those live in an instructions library the assistant reads, so changing the policy is editing a sentence rather than asking for a new automation.
02 / 02
It stops the moment it should
The most damaging follow-up is the one that arrives after the client has already said yes. Because the assistant reads the live engagement state each morning rather than working from a list it built last week, an engagement that has moved on simply is not in today's set.
How this is put together
The same building blocks every assistant is made of. Nothing here is bespoke to this scenario.
What starts it
A schedule — Every weekday morning
Where it runs
What it can do
- Checked the time
- Read a client summary
- Looked through the services
- Checked where an engagement had got to
- Replied— needs your approval
- Added a note
- Planned out the steps
What it uses
Needs
An account running the matching industry module — the tools above come with it. See the modules
Every action above is a real capability, and every run keeps a record of which ones it used. How the engine holds this together →
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Other things it does
The deals nobody followed up
Found every Monday, chased with your approval
Nobody decides to abandon a deal. It just stops being the most urgent thing, fourteen times in a row, and then it is too late to message without it being strange.
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Because the one who replies first usually wins
Speed to lead is the least glamorous and most reliable finding in sales research. It is also almost impossible to hit consistently with people, because people are in meetings.
Learn moreWhen a deal is won, the handover starts itself
The welcome, the note and the next step, on the drag
The gap between winning and onboarding is where new customers form their opinion, and it is almost always the least designed part of the process because the person who won them has moved to the next deal.
Learn moreWhere this runs
The channels this scenario works on, and the industry module it belongs to.
Would this work for how you actually operate?
Tell us the scenario you have in mind. If it needs a building block we do not have, we would rather say so than sell you a demo.
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