Use Case

Chase every proposal you send

Chase every proposal you send

Send the quote, and the follow-up sequence starts on its own: a check-in, a nudge, and a final note, spaced so you stay professional and hard to ignore. No more revenue lost to silence.

How it Works

Before you start

  • Trigger defined: Proposal sent, quote emailed, or deal moved to a proposal stage.
  • Tone set: Professional and persistent without sounding desperate.
  • Exit rules: Stop the sequence when they reply, book, or decline.

How to do it in Quotient

Ask Quotient to build the chase sequence:

"When we send a proposal, start a follow-up sequence: a check-in, a nudge, and a final note. Space them so we stay professional. Stop if they reply or book."

Review the cadence, then activate.

What you'll get

  • Automatic proposal follow-up
  • Consistent chase without spreadsheet reminders
  • Fewer deals dying in silence

Tips

  • Keep the final note short and easy to answer.
  • Suppress anyone who engages so you do not double-message.

Get Started

When we send a proposal, start a follow-up sequence: a check-in, a nudge, and a final note. Space them so we stay professional. Stop if they reply or book.