ElaborationAI

Weekly Quote Follow-Up

Weekly Quote Follow-Up is recurring done-for-you help where ElaborationAI gathers your outstanding quotes each week, drafts follow-up messages by your rules, tracks replies, and reviews the result before sending it back.

This page is for owners and sales-led teams who send quotes and proposals but lose track of which ones are still open. Quotes go out, the week gets busy, and a fortnight later nobody remembers which prospects were waiting on a nudge. This cycle runs the same chase every week so no open quote quietly goes cold. It is built specifically around open quotes, not every customer conversation, so the work stays focused on deals that are still in play.

What repeats

Each week we pull the quotes and proposals that are still open, draft a follow-up for each one, record who replied since last cycle, and flag the quotes that have stalled. The list format stays consistent week to week, so you can see at a glance which prospects moved, which went quiet, and which need a decision. A quote that has had several touches with no answer is surfaced rather than nudged a sixth time.

Inputs and access

We need read access to wherever your quotes live, whether that is a shared inbox, a deal stage in your CRM, or a quoting spreadsheet, and we need your follow-up rules. The intake captures the timing between touches, the tone you want in the messages, which prospects to escalate immediately, when to stop chasing a silent quote, and the channel each follow-up should go out on. The more concrete the rules, the closer the drafts land to how you would write them yourself.

Per-cycle output

You receive a set of reviewed follow-up drafts, one per open quote, ready to send or queued by your rule, plus a tracking list. The tracking list marks the replies received since the last cycle, the quotes still waiting, and the stalled quotes that need your decision. Nothing about pricing or commitments is invented; if a draft would need a number or a promise we do not have, that quote goes to the exceptions list instead.

Alert rules

The cycle alerts you when a quote has run through several touches with no reply, when a prospect asks for a price change or a yes-or-no decision, or when two of your records disagree about whether a quote is even still open. Routine reminders go out inside the cycle without an alert; only the quotes that genuinely need your judgement are surfaced to you.

Human review

A reviewer checks every draft before it reaches you. The reviewer confirms the follow-up is addressed to the right prospect about the right quote, that the details match the original, that the timing makes sense, and that the wording is safe and on-brand. Quotes where the records conflict, or where the prospect has asked for something only you can answer, are moved to an exceptions list rather than receiving a generic nudge.

This recurring cycle pairs with the Quote Request Email Handling Service when you also want the inbound side handled — replies to incoming quote requests drafted and prepared, not just the outbound chase. The weekly cycle keeps your open quotes moving; the canonical service covers the deeper, one-off, and inbound work on the same quotes. You can also browse all email handling services for related work on the same inbox.

FAQ

How is weekly quote follow-up different from general customer follow-up? This cycle is specifically about open quotes and proposals, not every customer relationship. Each week we look at the quotes you have sent that have not yet turned into a yes or a no, draft a follow-up for each, and flag the ones going cold. General relationship nurture and post-sale check-ins are a different rhythm and a different service.

What do we need to provide before weekly quote follow-up starts? Read access to where your quotes live, whether that is an email thread, a CRM deal stage, or a spreadsheet, plus your follow-up rules. We need to know how long to wait between touches, the tone you want, which prospects to escalate, and when to stop chasing a quiet quote. The intake conversation captures the exceptions that matter most to you.

Do you send the follow-up messages or just draft them? Either, by your rule. By default we deliver reviewed drafts so a person on your side approves before anything goes out. If you prefer, we can queue approved drafts to send on your schedule. We do not promise replies, won deals, or revenue, and we never invent prices or commitments you did not authorize.

How is human review used in this cycle? A reviewer checks every follow-up draft for the right prospect, the right quote details, sensible timing, and safe wording before it reaches you. Quotes where the records disagree, or where the prospect asked for something that needs your decision, go to an exceptions list rather than getting a generic nudge.

How is weekly quote follow-up priced? Pricing is quote-based through the workspace order flow. Common drivers are the number of open quotes per week, how complex your rules are, the number of channels involved, and review depth. We do not publish fixed prices and do not promise revenue, ranking, advertising, legal, medical, or financial results.

Useful starting points

Other recurring help pages cover daily inbox triage, weekly customer follow-up, weekly sales reports, and weekly lead list cleanup. The pattern is the same across them — a defined weekly cycle, reviewed output, and an exceptions list — applied here to the specific job of keeping open quotes from going cold.