Quote follow-ups
Your quote went out. Ten days pass with no reply. You do not know whether the client has had time to read it, is waiting for more information, or has already signed with someone else.
An automatic follow-up goes out at the right moment, with the right content for the state of the file. The content matches what you quoted and the phase of the project. You touch nothing, unless a reply comes in.
Files that are slipping are flagged before they are lost. You choose which deserve a personal follow-up.
