Follow up on a quote

Most quotes need a nudge. The system tells you which ones went out, which the client has opened, and which are going stale.

Steps

1. Open Sales, Quotes and the With the client tab.
2. Open a quote. The bar across the top shows Quoted, then Viewed once the client has opened their link.
3. The Money tab says when it was sent and when the client first opened it.
4. Press Email or Text at the top to follow up. The message is kept in the quote's Communications box, at the foot of Items.
5. Set the Nurture stage on the quote so the team knows where it stands.
6. If they say no, set Status to Closed Lost and pick a Closed reason.

Automatic follow-ups

• Settings, System, All notifications lists every message in the client's journey, including the quote follow-ups by their day. Switch on the ones you want. See The notification center.
• Settings, System, All rules holds what happens on its own that is not a message, such as a call task for the quote's owner, or marking a quote stale or expired. See Rules and automations.
• A client with Emails about their booking only on gets no quote follow-ups. See Client consent.

Good to know

• The quote statuses are Draft, Built Not Sent, Ready To Send, Active (with the client), Extended, Signed, Converted, Closed Lost and Expired.
• Signed is set on its own the moment the client signs. You cannot pick it by hand. If the quote books itself on signing, it goes straight on to Converted.
• The list tabs are Open, Not sent yet, With the client, Signed, Converted, Closed Lost or expired and All.
• Valid until is when the quote stops being open. An expired quote's link tells the client to contact you for an updated one.
• A signed quote is not chased: it waits for you to book it.
• To remind yourself, press Task on the quote's Activities tab and give it a due date. Log a call records a call you made. See Tasks.

If something goes wrong

• A follow-up did not go out. Check the notification is switched on, that client messages are on for your company, and that the client has not said no to texts or emails.
• The quote never shows Viewed. The client has not opened the link yet, or opened a copy of an old link. Send the current link from the Money tab.