B2 · Ready-made system
Quote & Proposal Revival
The problem
What's going wrong
You send a quote, call once, then the week gets away from you. Months later there's a list of people who said 'let me think about it' and never heard from you again.
What it fixes
What changes
- Quotes followed up once, or never
- Unsold quotes 3–24 months old sitting in the CRM
- Financing mentioned too late in the conversation
How it works
Three agents, one system
Agent 1
Proposal follow-up
Runs a polite, timed sequence after every quote: answers common questions, offers financing early, and books a call when they're ready.
Agent 2
Reactivation (consent-gated)
Re-contacts old unsold quotes only where you have consent to do so, by email first and text only where allowed.
Agent 3
Rep recap
Sends each rep a short daily list: who replied, who's warm, who asked about financing.
Works with
- Your CRM
- SMS
- Financing partner links
- Calendar
Every Monday
You see what it did
A one-page report in your inbox, with numbers from your own phone system and CRM.
Monday owner brief
Your business · week 44
| Calls in | 142 |
|---|---|
| Answered by your team77% | 109 |
| Handled by AI (missed / after hours) | 29 |
| Transferred to a personemergencies + asked for a human | 4 |
| Web leads replied to in < 60 s | 37 / 38 |
| Appointments booked by AI | 11 |
Worth a listen
- Tue 7:42pm: caller asked about financing twice; no follow-up booked yet.
- Thu 2:15pm: transferred emergency, answered in 18 s.
Timeline
2 weeks
Price
$1,500–$2,500 setup + $500–$900/mo
Usage (minutes, SMS, AI) is billed on accounts in your name.
ROI example
- 200 unsold quotes from the last 3–24 months
- 4% reply and re-book (8 conversations)
- 25% close, $8,000 average job, 30% margin
About 2 extra jobs from the first sweep, roughly $4,800 gross profit, before counting better follow-up on new quotes.
Example with stated assumptions, not a promise.
Risks, and how we handle them
- Texting old customers breaks the law.
- Reactivation checks consent first. No consent means email only, or no contact. We never buy or rent lists.
- It feels pushy.
- You approve every message. Sequences stop the moment someone replies or says no.
Best fit
- You send more than 20 quotes a month
- Your CRM has a backlog of 'lost' or 'pending' quotes
Not a fit: If you close almost everything you quote, there isn't much to revive.
What it looks like in your industry
Roofing
A retail re-roof quoted in March gets a check-in before spring storm season, with financing options up front.
HVAC, plumbing & electrical
A homeowner quoted for a new AC unit in the autumn hears from you before the first heatwave.
Law, accounting & consulting
Engagement letters sent but never signed get a short, personal nudge and a call link.
Agencies & B2B services
Proposals that went quiet get a timed follow-up and a rep recap.
Find out where you're leaking, free.
We'll call your line, test your form and check your reviews, then send a ~90-second video of what your customers experience.