Quote recovery
You quoted 40 jobs last month. How many got a second follow-up?
Most shops can't answer that. The estimate goes out, the customer goes quiet, and the next RFQ lands before anyone circles back. The quote isn't lost — it's just sitting there, unworked.
Is this you?
Five questions, yes or no
- Quotes go out by email and the only record is the sent folder.
- Nobody can say today how many quotes are open, or how old they are.
- Follow-up happens when the estimator remembers — between setups, programming, and the next batch of RFQs.
- When a customer goes quiet, the job is assumed dead. Nobody confirms it.
- Win rate is a gut feel, not a number anyone trusts.
Three or more yeses, and you have quotes worth money sitting in the sent folder right now.
The capacity math
It's not laziness. It's arithmetic.
Your estimator's first job is to get new quotes out the door. If 40 RFQs land a month and each one takes an hour or two of drawing review and costing, that's most of a working month gone before a single follow-up call happens.
Following up on last month's 40 quotes — finding each one, checking the thread, writing something that doesn't sound like a nag — is a second full job. Nobody was hired to do it, so it gets done in leftover minutes. There are no leftover minutes in a busy shop.
The fix isn't trying harder. It's taking the reading, sorting, and drafting off your people, and leaving them only the decision: send it or don't.
The sprint
Three steps, 10–14 days
- 01
Pull and score
We export your open quotes from HubSpot, Pipedrive, your spreadsheet, or the inbox, and score each one: how old, how big, how warm.
- 02
Draft and approve
AI drafts a follow-up for each recoverable quote in your shop's voice. Your team reviews and approves before anything is sent. No exceptions.
- 03
Send and track
Approved follow-ups go out on schedule. You get a live open-quotes board showing every quote, its age, and its next step.
Deliverables
What lands on your desk in 10–14 days
- A scored list of every open quote: recoverable, long-shot, or dead.
- A follow-up workflow running on your existing CRM or inbox — approved by you, message by message.
- A live open-quotes board: every quote, its age, its owner, its next step.
- A handover walkthrough so your team runs it without us.
Scope — what the sprint covers
Up to 12 months of quote data, up to ~200 open quotes, one data source (HubSpot/Pipedrive export, one structured spreadsheet, or one inbox export), one follow-up workflow, one board. Not included: CRM migration, ERP integration, custom software, or cleaning years of unstructured history — bigger datasets get scoped on the demo call.
See it working
The open-quotes board, on sample shop data
| Quote | Value | Age | Score | Next step |
|---|---|---|---|---|
| Apex Metalworks — enclosures | $27,800 | 121 d | Recoverable | Approve draft email |
| Summit Plastics — fixtures | $11,900 | 160 d | Long-shot | Hold — review Friday |
| Midwest Tool & Die — gauges | $8,400 | 52 d | Dead | Archived |
Pricing
$1,497
Fixed price. 10–14 days. About two hours of your team's time.
If we can't show you a usable recovery board from your data, you don't pay.
I've spent 13+ years building and fixing B2B sales operations, and the pattern in job shops is always the same: the quoting is good, the follow-up is nobody's job. The sprint exists because that's a fixable problem with a fixed price.
FAQ
Straight answers
We're slammed. Who has time to set up a new system?
That's the point of the sprint format. We run on top of the CRM or spreadsheet you already have. Your team's total time commitment is about two hours: one kickoff call, one review of the drafted follow-up messages, one handover. We do the rest.
Our customers buy on relationships, not follow-up emails.
Agreed — and a relationship that never hears back after a quote isn't much of one. The sprint makes sure every open quote gets a timely, personal touch. The messages read like they came from your estimator, because your team approves every one before it goes out.
What exactly do you need from us to start?
One data source: a HubSpot or Pipedrive export, one structured spreadsheet, or one inbox export. Up to 12 months of quote history and up to roughly 200 open quotes. If your data is bigger or messier than that, we scope it on the demo call instead.
Does anything get sent without our sign-off?
No. Every follow-up message is drafted first and sent only after someone on your team approves it. We never write to your production CRM without approval either.
What happens after the 10–14 days?
You keep the open-quotes board and the follow-up workflow — they're built on your own tools, not ours. If you want the system to keep running and growing (RFQ triage, reorder alerts, an owner's dashboard), we talk about that separately. No subscription is required to keep what the sprint built.
Next step
Want to see it work before you spend a dollar?
Book a 30-minute live demo. No deck. You watch the system find money in a pipeline like yours — then we run your numbers.