Follow up on quotes automatically – so no deal is lost to a forgotten email
Many quotes aren’t turned down – they’re simply forgotten. We set up a friendly, personal reminder that goes out at the right time and stops on its own as soon as the client says yes.
Subscription from €149/month – set up and looked after for you. You only pay once it’s live. See plans
- Reminders after e.g. 3 and 7 days
- Personally worded, sent from your own inbox
- Stops automatically on a yes or a reply
- Daily overview for your team
Why quotes go nowhere
No time to follow up
Day-to-day work comes first. Whoever should follow up finds out too late – or not at all.
Following up feels awkward
Many people hesitate to chase a quote. Yet clients are often glad to get the reminder.
No overview
Which quotes are open, since when, and who followed up last? Usually that isn’t written down anywhere.
How follow-up runs on its own
It starts with a list of your quotes – in Google Sheets, Excel, your CRM or your invoicing software.
Quotes are checked daily
Every business day, the workflow checks which quotes are still open and for how long.
A reminder goes out
At the right moment, the client gets a personal email – with their name, the service and their contact person.
The status is updated
The date and number of reminders are logged. Once the client accepts or declines, it stops.
Follow-up that doesn’t annoy anyone
Your schedule
You decide how often and after how many days. Weekends are skipped.
Your words
Emails in your tone, with your signature, sent from your own inbox.
Stops by itself
As soon as the status is set to “won” or “declined”, no more emails go out.
Daily summary
Your team gets a short summary: who was reminded and what’s still open.
Your tools
Google Sheets, Excel, HubSpot, Pipedrive, lexoffice, sevDesk and more.
AI if you want it
AI recognizes replies like “check back next month” and schedules the reminder to match.
What a forgotten quote costs you
An example with assumed numbers. Just one extra job a month can pay for the automation.
A great fit for
Trades & construction
- Quotes from your invoicing software
- Follow-up with a suggested appointment
- Overview for the office
Agencies & freelancers
- Quotes from your CRM
- Personal follow-ups
- Pipeline always up to date
Service providers & consulting
- Reminder before the quote expires
- Stops as soon as they reply
- Daily summary
How many quotes are open right now?
On a free intro call, we look at your process and give you a clear monthly price for your follow-up autopilot.
Frequently asked questions
Doesn’t an automatic reminder feel impersonal?
The email comes from your inbox, addresses the client by name and refers to the specific quote. To the client, it looks like a normal follow-up.
How does the workflow know whether the client said yes?
From the status in your spreadsheet or CRM. If you like, it can also check whether the client has replied to the email.
Can I review the emails before they go out?
Yes. Reminders can be created as drafts that you approve with one click.
How much does it cost?
We set up your automation and look after it on an ongoing basis – as a subscription from €149 per month. You only pay once it’s live, and with a 6-month term there’s no setup fee. You’ll find all plans on our homepage under Pricing. Tool costs (e.g. for n8n) are billed to you directly by the provider – we go over them with you beforehand.
Do I own the workflow?
Yes. The workflow runs in your own n8n account or on your own server. After the minimum term, the subscription can be cancelled monthly – everything keeps running, and you get an export and documentation.
Can this be GDPR-compliant?
Yes. n8n can be hosted in the EU or run on your own server. We only process the data the workflow actually needs and discuss suitable services with you on the intro call. This is not a substitute for legal advice.
Free intro call
Tell us briefly what’s eating up your time. No obligation, no sales pressure.
- Right away: You get a confirmation email.
- Within 24 hours on business days: We get back to you with an initial assessment.
- 20-minute call by phone or video – followed by a clear monthly price.