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How-to guides · Quote & Follow-Up Assistant · Quick start

Check and send a quote

The three checks before a quote goes out, and how the follow-ups get set.

Narrated video with captions, 44 s. Made with a fictional company, Brightline Heating & Air (sample · fictional business). Read the transcript · Download the step-by-step PDF

Step by step

  1. Step 1: Before a quote goes out, three quick checks. They take about a minute and catch almost every mistake.

    Before a quote goes out, three quick checks. They take about a minute and catch almost every mistake.

  2. Step 2: First, check that every line matches your price list, and nothing is missing, like the permit or disposal of the old unit.

    First, check that every line matches your price list, and nothing is missing, like the permit or disposal of the old unit.

  3. Step 3: Second, check the customer's name, how long the quote is valid, and the financing note, so the customer knows the price holds and how to pay.

    Second, check the customer's name, how long the quote is valid, and the financing note, so the customer knows the price holds and how to pay.

  4. Step 4: Third, send it. The follow-ups on day two, five and ten are set automatically: a friendly text, then an email, then a last check-in.

    Third, send it. The follow-ups on day two, five and ten are set automatically: a friendly text, then an email, then a last check-in.

  5. Step 5: Check the prices, check the details, and send. The follow-ups take it from there, and you hear back as soon as the customer replies.

    Check the prices, check the details, and send. The follow-ups take it from there, and you hear back as soon as the customer replies.

Get the Quote & Follow-Up Assistant

Quotes drafted from your notes, and unsigned quotes followed up. Every Kit and Install comes with these videos, and an Install adds a walkthrough made from your own setup.

See the Quote & Follow-Up AssistantAll guides