Workflow
My sales follow-up system
Quotes go out and then nothing happens until the customer goes quiet permanently.
The outcome
Every quote has an owner, a chase schedule and a defined close-out.
The steps
Quote out same day where possible
Speed is a competitive advantage in almost every trade and service market.
Confirm receipt
A short message checking the quote arrived and asking one qualifying question.
Chase on schedule
Day 2, day 5, day 10, day 21. Mixed SMS and email, short and human.
Offer a decision path
Deposit link via Stripe, or a call booking if there are questions.
Close the loop
Mark won, lost or dormant with a reason. Dormant goes into nurture.
Ask for the review
Immediately after completion, not weeks later.
Where this usually goes wrong
- One quote, one chase, then silence
- No reason recorded on lost work
- Chasing by email only
- Asking for a review a month after completion
Where my companies fit
Declared openly — these are businesses I benefit from.
- Keystone AI
Quote follow-up, unified inbox and review automation are core Keystone AI features.
- Keystone Site
For construction work, sign-off and completion evidence come from Keystone Site, which is what makes the review request land well.