Automation
Quote follow-up
Unanswered quotes followed up after 5 business days, with a polite, personal message.
€9 per monthWeekdays at 9 am
Prospecting and salesAutomation
Inquiry qualifier
When a form comes in (Typeform), the agent reads the request, classifies it (quote, partnership, job application, spam), estimates its potential, creates the contact in your CRM and notifies the right person in Slack with a summary and a suggested reply.
Use this template
€9 per month, estimatedPrice confirmed before launch
What the agent does
On every new form response
- 1Read. Get the response and contact details.
- 2Classify. Quote, partnership, job application or spam, with a potential score from 1 to 5.
- 3Save. Create or update the contact.
- 4Notify. Summary and suggested reply in Slack.
Sample deliverable
New quote request (potential 4/5)
Camille Roux, Hôtel des Lices (Rennes): website redesign and online booking, budget €8k to €12k, target launch in March.
Suggested reply: “Thanks Camille, how about a 20-minute call on Thursday or Friday to scope the project?”
- Message: Request summary and suggested reply
Connectors
Typeform: receive form responses
HubSpot: create the contact and the deal
Slack: notify the right person
Already set up for you
- Categories
- Quote, partnership, job application, spam
- Spam
- Ignored, no notification
What you'll be asked
- Which Slack channel should be notified?
Who it's for
About 60 runs a month, simple task and 3 actions per run: Essential tier.
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The evening before every client meeting, a brief on the company and the person.
€49 per monthSunday to Thursday at 7 pm