Quote & Follow-Up Assistant

Quotes drafted from your notes, and unsigned quotes followed up

Drafts quotes from your job notes or photos using your own price list, and follows up quotes that haven't been signed, by text and email. A person approves every quote before it's sent.

Install, $1,500

Emails, forms and spreadsheets sorted into the right trays, with one item held for approval.

Can AI write quotes for a small business?

Yes, as a draft a person checks. Given your price list and the job notes or photos, an AI assistant can draft the quote in your format, and follow up quotes that haven't been signed on a schedule. The kit is $99 for ChatGPT or Gemini; the $1,500 Install connects it to your email, texts and calendar.

Who it's for: Businesses that send quotes every week, such as home services, trades, cleaning, landscaping and event businesses, and lose jobs to slow quotes or no follow-up.
What you get: Kit: A price list (Word and CSV), a prompt pack, a sample estimate and three quote layouts, day 2, 5 and 10 follow-up scripts by text and email, and paste-in instructions for six tools, starting with a 15-minute quick start. Install: We connect the assistant to your email, texts and calendar, so quotes are drafted for you and follow-ups go out on schedule.
Price: Kit $99, one time. Install $1,500. Texting and AI usage are billed by those providers at cost; we estimate them in your setup.
How long: Kit: download right after checkout. Install: 2–4 weeks.

How it works

Quote & Follow-Up Assistant, step by step

The tech's notes and photos go in, the assistant drafts the quote priced from your own price list, a person checks and approves it, and follow-ups run on day 2, 5 and 10 until the customer replies, signs or opts out.

Two ways to get it

Do it yourself, or have us do it

Set it up yourself with the Kit, or have us install it. You buy either one online, without a sales call.

Kit · you set it up

Quote & Follow-Up Kit

A price list (Word and CSV), a prompt pack, a sample estimate and three quote layouts, day 2, 5 and 10 follow-up scripts by text and email, and paste-in instructions for six tools, starting with a 15-minute quick start.

$99one time

What's in the kit

Start here
Your first AI-drafted quote in 15 minutes, and the prompts to keep using.
PDF
Price list
Your services and prices to fill in, in Word and as a spreadsheet.
Word · PDF · Spreadsheet (CSV)
Quote templates
A sample estimate and three quote layouts. Opens in Google Docs.
Word · PDF
Follow-up playbook and scripts
When to follow up, and day 2, 5 and 10 messages by text and email.
PDF · Text to paste
AI-ready price list and terms
Your prices and terms as one file AI tools read well.
AI-ready Markdown
Paste-in instructions and builder prompts
Instructions for six tools, and prompts that set up your quoting assistant.
Text to paste

See all 15 files

15-minute quick start (PDF)
Draft your next quote from your own price list in 15 minutes.
Price list template (Word + PDF)
Your prices in the shape AI tools read well: unit, price and what changes it, with a filled-in sample. Opens in Google Docs.
Quote prompt pack (PDF)
Prompts to draft a quote from job notes or photos using your price list, write options, and check a quote before it goes out.
Quote templates (Word + PDF)
A filled-in sample estimate, then three layouts: good-better-best, single-line and itemized.
Follow-up playbook (PDF)
When to follow up an unsigned quote, a text and an email for day 2, 5 and 10, and an open-quotes log.
Price list (CSV)
The price list as a spreadsheet file for your Quotes project, with sample rows.
AI-ready price list and terms (Markdown)
Your terms, never-price-without-a-visit items and quote layouts as Markdown for your Quotes project.
Follow-up scripts (Text)
Day 2, 5 and 10 follow-ups as texts and emails, ready to paste.
Builder prompts (Text)
Prompts that build your price list from past invoices, re-quote past jobs to test it, and switch layouts.
ChatGPT project instructions (Text)
What to paste into a ChatGPT project, and which files to add.
Custom GPT instructions (Text)
Instructions, knowledge files and conversation starters for a custom GPT.
Gemini Gem instructions (Text)
What to paste into a Gemini Gem, and which files to add.
Microsoft Copilot instructions (Text)
What to paste into a Microsoft 365 Copilot agent, with its knowledge files.
Website chat instructions (Text)
Rules for your website chat assistant, written for customers.
Phone bot instructions (Text)
A greeting and spoken rules for your phone answering app.

Plus 16 narrated videos, 16 min in all: 3 quick starts, an 8 min full walkthrough with chapters and 12 "How do I" clips. See the videos

Download right after checkout, and any time later from the link in your email. Start with the 15-minute quick start; the workbooks and templates come with filled-in examples. If a file won't open or something's missing, tell us within 30 days and we fix it or refund you.

Upgrade later: the $99 comes off the Quote & Follow-Up Install within 60 days.

Secure checkout on Stripe. Card, Apple Pay or Google Pay.

Install · we do it for you

Quote & Follow-Up Install

We connect the assistant to your email, texts and calendar, so quotes are drafted for you and follow-ups go out on schedule.

$1,500

2–4 weeks

Texting and AI usage are billed by those providers at cost; we estimate them in your setup.

Your own tool costs

What's included

Quotes drafted from job notes or photos, using your price list and terms
Connected to your email, texting and calendar, in your own accounts
Follow-ups on unsigned quotes by text and email, on the schedule you choose
A person approves every quote before it's sent; follow-ups on sent quotes go out on your schedule
Training for your team, a written guide and 30 days of fixes

What you get at handoff

A private client portal: everything we delivered, the test results, short how-to guides, your files and your care plan, behind one link
A designed handoff pack (PDF), plus every file in editable Word, which opens in Google Docs
10 past jobs re-quoted: 10 of your past jobs re-quoted from their notes and photos, side by side with what you actually charged, and the follow-up schedule checked end to end.
A one-page ownership and access sheet: every account, who owns it, and every file
A 30-day results report from your own logs
A 10-minute team walkthrough guide, and an "Ask it this" card with 10 starter questions for staff

Buy now

Pay online, then fill in a short setup form we email you; there's no discovery call. If your answers show we can't deliver, we refund you before any work starts.

Questions first? Text us or email us.

Industry research

What published research shows

Background: “Firms that replied to a lead within an hour were nearly 7 times as likely to qualify it as firms that waited longer.” Harvard Business Review, "The Short Life of Online Sales Leads", March 2011.

Published research about businesses in general, not results from our clients or our sample business.

Before you buy

Your own tool costs

What you pay other providers, in your own accounts, whichever way you buy. None of it is paid to us.

Tool	Typical cost
ChatGPT or Gemini business plan (one you may already have)	About $20–30 per user a month
Texting service for follow-ups	About $10–30 a month plus a few cents a text
Your email and calendar	No extra cost

Approximate vendor prices as of November 2026; check each provider's current price. These are paid to them, never to us.

See what you get

A sample deliverable

Made for Brightline Heating & Air, a made-up heating and air company, so you can see the format before you buy. Your own pack uses your business, your tools and your results.

Sample · fictional business

Download the sample handoff pack (PDF)A sample page from the Kit (PDF)Tour the sample client portal

The proof in every Install: 10 of your past jobs re-quoted from their notes and photos, side by side with what you actually charged, and the follow-up schedule checked end to end.

Try it

See how it works

A live demo with a made-up business. Nothing you type is kept.

Live demo

Reply to every lead in under a minute

Lead Follow-Up

You called Velvet Fern Salon and nobody picked up. Seconds later, a text books you in, and it only quotes prices from your list.

Reply STOP and the texts stop
The owner can approve each reply first

Get this for my business

Fitted to your business

Quote & Follow-Up Assistant for your kind of business

Home services
Quotes drafted from job photos and notes using your price list, with follow-ups on day 2, 5 and 10.

Questions

Before you buy

Will it send quotes on its own?

No. Every quote is a draft until a person approves it. Follow-ups on a quote you've already sent can go out on a schedule you set.

Does it know my prices?

It uses the price list you give it, and nothing else. If a job needs something that isn't on the list, it marks the line for you to price.

Can it read photos of the job?

Yes, in ChatGPT and Gemini. It describes what it sees and drafts the lines; you check measurements and quantities before sending.

Which tools does the Install connect to?

Your email (Google or Microsoft), a texting service and your calendar. We check yours on the setup form before work starts.

What does the kit include?

Prompts, a sample estimate and three quote layouts, and a follow-up playbook with day 2, 5 and 10 messages. It works in your own ChatGPT or Gemini account.

After it's installed

Keep It Running, From $350/mo

One care plan for everything we install: kept current when your prices or services change, fixed when something breaks, and checked every month.

$350/mo covers one install. Several installs, or weekly Google posts and review replies, are quoted in writing before you start.

See every price, and the care plan