What’s your process for following up on unscheduled quotes?
Do you use automated reminders, manual follow-ups, or a mix of both? Any strategies that have helped improve your close rate?
Forum Discussion
I think a mix of both works best. Automated reminders help make sure no quote gets forgotten, but a personal follow-up can make the difference. I would also prioritize older quotes based on value, how recently the customer engaged, and whether they seemed genuinely interested. Sometimes people are interested but just need that extra nudge.