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futureagent

Prospecting and salesAutomation

Quote follow-up

The agent reads your quote tracker, spots those waiting for a reply for 5 business days and sends a short follow-up from your Gmail. Nothing goes out on weekends: it catches up on Monday. A second follow-up goes out at day 12, then the agent stops.

Use this template

€9 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

Weekdays at 9 am

  1. 1Read the tracker. Find quotes sent with no reply for 5 business days.
  2. 2Write. A short follow-up that mentions the quote number and subject.
  3. 3Send. From your Gmail, in the quote's thread.
  4. 4Log. Record the follow-up date in the tracker.

Sample deliverable

3 follow-ups sent this morning

  • Quote D-118, Atelier Moreau, €4,850 excl. VAT: first follow-up (day 5)
  • Quote D-121, Studio Nord, €1,240 excl. VAT: first follow-up (day 6, weekend catch-up)
  • Quote D-109, Maison Lenoir, €12,300 excl. VAT: second follow-up (day 12)
  • Message: Summary of follow-ups sent

Connectors

  • Google SheetsGoogle Sheets: read the quote tracker and log each follow-up
  • GmailGmail: send follow-ups from your address

Already set up for you

Delay
5 business days, then 12
Number of follow-ups
2 at most
Tone
Professional and warm

What you'll be asked

  • How should the follow-ups be signed?

Who it's for

About 22 runs a month, standard business logic and 6 actions per run (emails sent): Essential tier.

Learn more

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