📧 QUOTE NURTURING

Send Quotes.
Close More Bookings.

✖ THE PROBLEM: SENT QUOTES FORGOTTEN

You quote a $4,500 sewer repair or hot water system replacement. Because you're busy running on-site jobs, you don't call to follow up. The quote sits in your CRM, goes cold, and the client hires a competitor who followed up first. Manual follow-up takes hours of administration time.

✔ THE OUTCOME: AUTOPILOT FOLLOW-UPS & REVIEWS

Our AI email system monitors quote states in your CRM. If unapproved after 24 hours, it triggers a custom follow-up pathway that checks in, answers queries, and prompts them to secure booking dates. Once completed, it triggers a Google review sequence to build your online authority.

METHODOLOGY

Our 3-Step Email Automation Funnel

CRM Integration

We sync our email engine with your existing job management tools (ServiceM8) or accounting software (Xero) using API hook events.

Nurture Triggers

When a quote is sent, the system schedules personalized follow-up checkpoints on Day 1, Day 3, and Day 7, stopping automatically when approved.

Review Syndication

The moment the job invoice is marked paid, the system fires a post-delivery review link request, boosting your Google rating authority.

SEQUENCE PATHWAY

The Follow-Up Timeline

This dashboard demonstrates how the follow-up timing sequences run. Rather than aggressive templates, the emails are configured as simple plain-text notes, which yield double the open rates of heavy HTML designs.

38% average increase in quote approvals across plumbing trade assets when followed up within 72 hours.

EMAIL SEQUENCE PIPELINE VISUALIZER

DAY 0: SYSTEM INITIALIZATION Quote Sent to Homeowner

Trigger active

DAY 1: CONVERSATIONAL CHECK-IN "Just checking if you had questions about the quote?"

Delivered

DAY 3: AVAILABILITY ALERT "Checking if you want to hold our dispatch slot for next week?"

Scheduled

POST-JOB: REVIEW TRIGGER "Send review invite link 1 hour after invoice is paid"

On hold

BENEFITS

Structured For Quote Conversions

Smart automated email sequence design

Increase quote approval rates with automatic friendly follow-ups

Direct sync with CRM and booking systems

Nurture warm prospects without spending hours typing emails

Dynamic template personalization

Keep clients informed with automated scheduling and job updates

Open rate and click tracking dashboards

Saves you hours of administration work every week

FAQ

Email Automation FAQ

Will my emails look like robotic spam?

No. Our templates are designed to read like personalized, plain-text emails typed directly from your personal inbox. We dynamically inject job-specific details (like customer name, job description, and quoting values) to ensure authentic delivery.

How does it connect to my quoting software?

We connect our automation layer to your job management tools (ServiceM8, Fergus, or ServiceTitan) or accounting suite (Xero, MYOB) using secure webhook interfaces. The moment a quote status changes, the sequence adapts or stops instantly.

Does it stop sending emails once the customer responds or approves?

Yes. Our systems use smart exit conditions. If a customer replies to the email or approves the quote in your CRM, the follow-up loop terminates immediately so we never send redundant messages.

Can this help me get more Google Reviews?

Yes. A key part of the email sequence is the post-job trigger. Once a job is marked 'Completed' or 'Invoiced', the system sends a polite review request email with a direct link to your Google Maps listing, significantly increasing your rating velocity.