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
Proposal follow-up
The agent tracks every sales proposal sent, follows up with the decision-maker at day 7 and day 15 with a useful message (question, case study, possible adjustment), records the decision and its reasons, and gives you the win rate every month.
Use this template
€4 per month, estimatedPrice confirmed before launch
What the agent does
Weekdays at 9 am
- 1Track. Pending proposals.
- 2Follow up. At day 7 and day 15.
- 3Record. Decision and reasons.
Sample deliverable
12 pending proposals
- Groupe Valmy (€31,200): day-7 follow-up sent with a similar client case.
- October: 5 won out of 11 (45%). Reasons for losses: budget (3), timing (2).
- Message: Follow-ups and decisions
Connectors
Pipedrive: read proposals sent
Gmail: follow up with decision-makers
Already set up for you
- Follow-ups
- Day 7 and day 15
What you'll be asked
- How should the follow-ups be signed?
Who it's for
About 22 runs a month, simple task and 3 actions per run (emails sent): Micro tier.
Learn more
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