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AutomationFollow-up sequence after a quote

Following up a quote automatically with AI

Three days after a quote, a friendly follow-up mail, always for approval first.

Follow-up sequence after a quote is ready-made automation in Altramano for sales: three days after a quote, a friendly follow-up mail, always for approval first.

It works with Microsoft Outlook.

Ready-made automation · department Sales

What it does

Put a quote in the "Quotes" table with the status Sent. Every morning this automation checks which quote is three days old and not yet followed up, writes a short follow-up mail and puts it to you first. Only after your approval does the mail go to the customer.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.
  • Everything that goes out, this template puts to you first: you say yes before anything leaves.

How does following up a quote automatically work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Put a quote in the "Quotes" table with the status Sent. Every morning this automation checks which quote is three days old and not yet followed up, writes a short follow-up mail and puts it to you first. Only after your approval does the mail go to the customer.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything that goes out, this template puts to you first: you say yes before anything leaves.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For sales: leads, quotes and follow-up. How fast you answer decides your chances. Those hours go into calling and visiting, instead of into retyping quotes and keeping track of follow-up.

This department comes into play in installation companies, wholesale, consultancies and business services, property and estate agents, landscaping and grounds maintenance and staffing and recruitment agencies.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations it needs and fill in at most three settings.
  3. Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for Follow-up sequence after a quote?

Microsoft Outlook and a Altramano environment. The approval step is on.

Which department is Follow-up sequence after a quote for?

Sales, in industries such as installation companies, wholesale and consultancies and business services.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

More for sales

SjabloonSoortWhat it does
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Sales appointment → preparationautomationEvery morning, a preparation for each of today's sales conversations: customer, earlier mail, quotes.
Lost deal → record the reasonautomationIs a quote set to Lost without a reason?
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Templates are updated in your Altramano environment.

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