Quote follow-up depended on spreadsheets and individual memory.
Staff found open quotes, worked out their age, searched the shared mailbox for replies, located the correct PDF and remembered when to contact the customer again.
returned every working day
Result from this project, not a promise for every business.Work passed from task to task.
- Find open quotes
- Search for replies
- Locate current PDF
- Decide and remember next action
The team now works from a prioritised, reviewable queue.
- Import current quotes
- Check conversation evidence
- Prepare follow-up package
- Human reviews and sends
Every open quote reaches the right follow-up.
Current data and exact conversation evidence are brought together, duplicated recipients are controlled and the final recipient and content remain human-approved.
- 01
Combined governed sales, customer and quote information
- 02
Checked the shared mailbox for exact conversation evidence
- 03
Prepared current and expired quote action queues
- 04
Added duplicate, suppression and final human-review controls
More quotes receive the right follow-up—and more customers proceed.
A 30% increase in customers proceeding with their quotes. More open and expired opportunities now receive consistent follow-up, helping the business recover orders that would otherwise be missed.
Figures relate to this project. We would estimate your opportunity from your own process and volumes.This is a genuine project for a business whose identity and internal data are not published. The step-by-step illustration explains the process; it is not a screenshot or a live demo of the client’s systems.
Scope of the result. The team-time figure relates to finding open quotes, checking the shared mailbox for replies, locating the current PDF and preparing the next action. The build brought that evidence into a reviewable queue, with duplicate and suppression controls. A person still reviewed the final recipient and content before sending; the customer-response result belongs to this project.
Published by WeekFound Ltd. WeekFound was founded by Jake Lawton after more than ten years working across finance, operations and process improvement. Read Jake’s background.
What could work better in your business?
Get in touch and we’ll discuss the wider picture, then explore whether a similar approach could help.