AutoFollow: Quote Follow-Ups
AutoFollow automatically follows up on every quote you send — so you never lose a deal to silence. Powered by the Nurture Agent.
How It Works
When you send a quote, AI FrontDesk starts a 5-email follow-up sequence over 7 days. Each email includes your quote details and an approval link. If the customer approves, rejects, or replies — the sequence stops automatically.
- 1You send a quote from ServiceHub
- 2AI FrontDesk sends the first email immediately with an approval link
- 3Follow-up emails are sent on Day 1, 3, 5, and 7 if no action is taken
- 4The sequence stops the moment the customer responds
The 5-Email Sequence
Each email is designed for a specific stage of the decision process.
Your quote details, pricing, and a one-click approval link.
"I noticed you reviewed the quote..." — a friendly check-in if they viewed but didn't act.
A casual follow-up asking if they have questions or need adjustments.
A heads-up that the quote expires soon, creating gentle urgency.
Last chance to approve before the quote expires.
Smart Timing
If your quote has an expiration date, the sequence automatically adjusts. Emails 4 and 5 shift to arrive 2 days and 1 day before expiry — so the urgency feels natural, not forced.
- ⚡Timing adjusts automatically based on your quote's expiration date
- ⚡If a customer views the quote, a follow-up may be scheduled sooner
- ⚡You receive a notification when a customer views your quote
Auto-Stop Conditions
The sequence is designed to stop at the right moment. No customer will ever receive a follow-up after taking action.
Customer clicks the approval link — sequence stops immediately.
Customer declines — sequence stops, no more emails.
AI reads the reply, summarizes it, and alerts you. Sequence stops.
Past the expiration date — sequence stops gracefully.
What Happens When They Reply
When a customer replies to any follow-up email, AI FrontDesk reads the message and tells you exactly what they want.
- •Ready to book — "Yes, let's go ahead"
- •Has a question — "What does this line item include?"
- •Wants to reschedule — "Can we push this to next month?"
- •Not interested — "We've decided to go with someone else"
You receive a notification with the AI summary, detected intent, and one-click action links to respond.
AI Credit Usage
Follow-up emails use pre-built templates and cost zero AI credits. Credits are only used when AI parses a customer reply.
| Action | Cost |
|---|---|
| Sending follow-up emails (all 5) | 0 credits |
| Parsing a customer reply | 1 credit |
| Quote viewed notification | 0 credits |
Current Settings
The quote follow-up sequence is currently fixed and not configurable. Here's what to expect:
- •5 emails over 7 days (Day 0, 1, 3, 5, 7)
- •Sequence starts automatically when you send a quote
- •Email templates can be customized in Business Profile settings
- •Number of emails and timing cannot be changed yet
- •We plan to add more configurability in a future release
Ready to close more quotes? Start sending quotes from ServiceHub and let AI FrontDesk handle the follow-ups.