Step 8 of 8: Quote follow-ups
Know which quotes to follow up, and send each one in a tap.
When a quote goes quiet, Karven writes the follow-up and asks you before it is sent.
G'day, Jordan.
Your quotes
Draft · 1
- Electrical at 8 Jacaranda StreetMei Chen$1,830.4023 Oct
Sent · 2
- Electrical at 14 Banksia AvenueUnopenedSam Nguyen$1,689.6020 Oct
- Electrical at 27 Ocean View RoadViewed 2 hours agoTom Walsh$1,619.2022 Oct
Accepted · 1
- Electrical at 3 Wattle CourtViewed 2 days agoPriya Raman$1,760.0017 Oct
Money
This month- Won
- $1,760
- from quotes sent this month
- Waiting on customers
- $3,309
- right now
1 of 3 quotes sent this month won (33%)
Overview
Karven writes your follow-ups.
A customer who goes quiet after a quote is usually still deciding. A timely follow-up helps win the job.
If there is no answer after 3 days, the follow-up waits for you under Needs you. A second one is ready at 7 days.
How to set it up
Set it up in 5 steps.
- 1
Send the quote, and Karven tracks it from there.
- 2
After 3 days with no answer, a follow-up appears under Needs you.
- 3
Tap Send to read it and change the wording, or tap Skip.
- 4
If there is still no reply at 7 days, a second follow-up is ready.
- 5
If the customer asks for more time, put the quote on hold.
What you get
What's included
Ask me first, from day one
Every follow-up waits for your tap, because you know your customers best.
Written for you
A short, friendly message with your name and the quote's link. You can change the wording.
Paused when it should be
Nothing is sent on quotes on hold, or while the customer is waiting on an answer from you.
Free for 21 days, with no card needed. Then from $29/mo inc GST, with unlimited quotes.
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