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Klartech
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Level 2 · Advanced

Multi-step follow-up

Try the demo
I send quotes and then forget to follow up.
How many owners put it

How we solve it

After a quote is sent, the system follows up for you: an email after two days, a text after five and a task to call after ten. If the customer replies, everything stops automatically.

Interactive demo

Try it yourself

Play ten days and see what happens if the customer replies.

Simulated demo

This is a simulation. Nothing is sent or stored. Leende Tandvård is a fictional business.

  1. Day 0 · Quote sent

    Done

    The quote is sent to the customer.

  2. Day 2 · Email

    Waiting
  3. Day 5 · Text

    Waiting
  4. Day 10 · Task: call the customer

    Waiting

How it works

  1. 1. Quote sent

    Day 0.

  2. 2. Day 2

    A friendly email.

  3. 3. Day 5

    A short text.

  4. 4. Day 10

    A task for you to call.

What we need from you

  • Your quoting or CRM system, or any other list of sent quotes.
  • Your wording for emails and texts.
  • An SMS account with a provider.

Want this for your business?

Book an AI audit and we'll go through what it would mean for your business.

Book an AI audit

What does it cost?

It depends on your needs and the systems you use. After the AI audit you get a quote for your business.