You spend an evening on a quote, you send it, and sometimes nothing comes back. The client has not said no: they received three quotes, they are comparing, they are waiting on a green light from the bank, or the email simply slipped down the inbox. A well-timed nudge is often enough to unlock the signature, but that is exactly what you never find the time to do.
An AIOS keeps the list of all your pending quotes, follows each one up at the right moment and in the right tone (courteous, never pushy), and surfaces the hot jobs so you call at the right time. You stop losing already-priced jobs simply because nobody followed up.
The problem
- Quotes you sent get lost in the inbox: with no tracking, there is no way to know which ones to chase
- Chasing feels awkward, so it does not happen, and the job goes to whoever did dare to call back
- A follow-up that is too late or too blunt makes a bad impression and puts the client off
- The time spent pricing is wasted the moment a quote goes nowhere for want of a reminder
How the AIOS handles it
It tracks every quote from the moment it goes out
Each quote you send is added to a tracking list: client, amount, send date, follow-up due date. You see at a glance what is pending, without keeping a spreadsheet by hand.
It follows up at the right pace, in your tone
A first gentle nudge goes out around day 5 ('did you get a chance to look at my proposal?'), a second more factual one around day 12. The tone stays yours: courteous, professional, never pushy. The client sees a serious tradesman, not a robot on a loop.
It surfaces the jobs to call
When an important quote stays unanswered, or when the client has opened the email several times without replying, the AIOS flags it: this is the moment for a call, not another email. You focus your calls where they count.
It records the outcome and learns
Quote signed, declined or postponed: you say it in a word, it updates the tracking and stops the follow-ups. Over the weeks you see your signing rate and what tips a quote over the line.
A concrete example
Where do my pending quotes stand?
Seven quotes pending for 41,200 euros in total. Three to follow up today: Girard (conservatory, 12,400 euros, day 13, email opened 4 times with no reply, I would suggest a call), Moreau (rendering, 6,800 euros, day 6, gentle nudge ready to go), Lefevre (bathroom, 7,480 euros, day 5, gentle nudge ready). Two chased yesterday, no reply yet. Two too recent (day 2). Shall I send the two gentle nudges and leave Girard for you to call?
Other use cases: Writing quotes in minutes
Main page: Trades & construction