Quote Follow-Up
You answer your phone. You get out there, look at the job and send a fair quote. Then the day fills up, a week goes by, and that quote is still sitting in someone’s inbox. Nobody called back. Not them, and not you.
Often the customer just got busy, too. A friendly call at the right time is usually all it takes.
How it works
- 1
Send your quote like you always do.
From your own email. Nothing new to learn.
- 2
We catch it.
You get one quiet “Reminders set” note through your alert app, so you know it’s being watched.
- 3
On reminder day, a call-back card shows up.
It has three choices:
- Call [name]: one tap to call.
- Send follow-up email: written and ready for you to look over and send yourself. We never send it for you.
- Already talked to [name]?: tap it and tell us how it went.
- 4
Tell us how it went.
“How did the call go?”
- Booked the job
- Not interested
- No answer
- Remind me later
If you booked it, we ask “How much?” so your results add up.
- 5
Quiet quotes don’t hang around forever.
If a quote gets no answer, we check in with you at 30 days. If there’s still nothing, it closes on its own 14 days later.
- 6
A monthly results report.
Once a month you get one simple report: quotes caught, call-backs made, jobs won and the money those jobs brought in.
Who it fits
- ✓You already answer your phone and don’t miss many new leads.
- ✓You send quotes from your own email.
- ✓You want a nudge to call back, not one more thing to manage.
If you send quotes through a quoting tool that already follows up for you, this probably isn’t the right fit. We’ll tell you honestly on the call.
Quote Follow-Up or Never Miss a Lead?
| Quote Follow-Up | Never Miss a Lead | |
|---|---|---|
| Monthly | $149 | $299 |
| One-time setup and guidance fee | $149 | $299 |
| Quote catching | Included | Included |
| Quote call-back reminders (you can change the day) | Included | Included |
| Follow-up emails ready for you to send | Included | Included |
| Monthly results report | Included | Included |
| Quick got-it note, seven days a week | Not included | Included |
| New-lead alerts | Not included | Included |
| Missed calls, voicemails and texts, when part of your setup | Not included | Included |
Moving up later is easy. If you start with Quote Follow-Up and move to Never Miss a Lead within 90 days of starting, there’s no new setup fee. Only the monthly price changes.
The fine print, in plain words:
- The one-time setup and guidance fee is non-refundable.
- 30-day money-back guarantee on monthly fees. If you take the refund, your service ends when the refund is issued.
- Month-to-month, with no long-term contract. Cancel anytime by emailing support@wisechats.com. Your service runs until the end of your current paid billing period.
- Separate subscriptions are billed directly to you: your AI assistant account and a small alert app for your phone alerts. We confirm costs before setup.
Not sure which plan fits? Let’s talk it through.
In 20 minutes we’ll look at how your quotes go out today and which plan fits.