Quote follow-up automation
Stop losing revenue from unfollowed quotes.
Most B2B teams send quotes and then trust busy reps to remember every follow-up. They don’t — and good opportunities go cold. AICG installs a simple system that tracks every open quote, flags the ones going stale, reminds reps what to chase, and gives managers a weekly report on the revenue at stake.
You already do the hard part — you win the lead and build the quote. The revenue leak happens after you hit send, in the gap between “quote out” and “deal won or lost.” That gap runs on memory, sticky notes, and a CRM nobody keeps current.
We close it with a lightweight workflow your reps will actually use — not another system to fight. AI does the quiet work (drafting reminders, summarizing what’s stale); your team keeps selling.
The problem
Your best opportunities are quietly going cold in someone’s inbox.
If any of these sound familiar, you’re almost certainly leaving revenue on the table.
Quotes get sent, then forgotten. The proposal goes out and the follow-up depends on whoever remembers — which usually means it doesn’t happen.
Reps run on memory. Your best people are juggling dozens of open deals in their head. Things slip, and nobody notices until the quarter’s over.
The CRM (or spreadsheet) is a mess. Half-updated, out of date, or ignored — so no one actually trusts it to tell them what to chase.
Managers have no visibility. You can’t see how many quotes are open, what they’re worth, or which ones are about to die — until it’s too late to act.
High-value deals go stale. A $40k quote gets the same (non-existent) follow-up as a $400 one. The expensive ones cost the most when they slip.
Follow-up is inconsistent. One rep chases hard, another never does. Your pipeline conversion is a coin flip depending on who owns the deal.
What we set up
A quote-follow-up system your team runs on autopilot.
One simple workflow that sits on top of how you already sell — no rip-and-replace, no six-month rollout.
Open quote tracking
Every outstanding quote in one clear view — value, age, owner, and status — so nothing sent is ever out of sight.
Stale quote alerts
Quotes that cross your “going cold” threshold get flagged automatically, before the opportunity is gone.
Rep follow-up reminders
Each rep gets a short, prioritized list of exactly who to chase today — highest-value and most-at-risk first.
Weekly manager report
A Monday-morning summary of open quotes, revenue at risk, what moved, and what’s slipping — no chasing reps for updates.
Follow-up email templates
Proven, ready-to-send follow-up messages so reps aren’t staring at a blank screen or reinventing the wording every time.
CRM & spreadsheet cleanup
We tidy and structure what you already have so the data is trustworthy — whether that’s a CRM or a shared spreadsheet.
Optional AI assist
AI can draft personalized follow-up emails and summarize each stale opportunity in a sentence — the tool does the busywork, your reps make the calls.
Who it’s for
Built for quote-heavy B2B teams.
If your sales cycle runs on quotes and proposals, this is for you — especially if follow-up lives in people’s heads.
How it works
From messy follow-up to a daily sales habit in four steps.
- Step 1
Review your quote process
We look at how quotes go out and how follow-up happens today — CRM, spreadsheet, email, or memory.
- Step 2
Find the leaks
We pinpoint where opportunities fall through the cracks and roughly what that missed follow-up is costing you.
- Step 3
Build the workflow
We set up the tracking, stale-quote alerts, rep reminders, and weekly manager report around how your team actually works.
- Step 4
Tune it with your team
We adjust the thresholds, templates, and cadence until it’s a natural part of the daily sales routine — not extra work.
Start here
The Lost Quote Review.
In a focused 20-minute review, we look at how your team tracks quotes today and identify where follow-ups, visibility, or automation could recover missed revenue. You leave with a clear picture of where deals are leaking — whether or not you work with us.
Start with a focused review or a small pilot before committing to a larger rollout.
Common questions.
Do we need a CRM to do this?
No. If you have one, we work with it. If you don’t, we can run the whole system on a well-structured spreadsheet and add a CRM later only if it earns its place.
Can this work with spreadsheets?
Yes. Plenty of quote-heavy teams run on Excel or Google Sheets. We’ll clean up and structure what you have so the tracking, alerts, and reporting work reliably on top of it.
Are you replacing our salespeople?
No — the opposite. The system removes the admin and memory work so your reps spend more time selling and less time trying to remember who to chase. People still own the relationships and the calls.
Is this custom software we have to maintain?
No. It’s a lightweight workflow built on tools you already use (your CRM, spreadsheet, and email), with optional AI assistance. There’s no heavy platform to buy or babysit.
Can it work with HubSpot, Salesforce, Pipedrive, Zoho, Monday, Excel, or Google Sheets?
Yes. The system is designed to sit on top of whatever you already use for quotes and follow-up, rather than forcing a switch. We start from your current tools.
How quickly can we start?
It begins with a 20-minute Lost Quote Review. From there, an initial working setup is typically a matter of weeks, not months — we start small, prove it recovers revenue, then expand.
Recover the revenue you’re already earning
See where your quotes are leaking.
If your team sends quotes and follow-up runs on memory, there’s almost certainly revenue slipping away quietly. A 20-minute review will show you where.