Forum Discussion

Contributor 2

4 days ago

How do you keep track of quotes that haven’t gotten a reply?

I saw someone mention that by the end of the day, there are still quotes they haven’t followed up on. It reminded me of a project I built for a local movement studio. The problem there was keeping tr...

JosephS

Contributor 2

2 days ago

Thanks, that makes sense. I like the idea of keeping it to two follow-ups so the list doesn’t keep growing. Do you have reminders set up for those, or do you check the dates yourself at the end of the day?

AnthonySalazar
Verified Community Coach
1 day ago
It depends how you have things set up but I have Claude pull a list of all leads and where they're at in their customer journey. And any steps where a manual outreach via call/text would be helpful, Claude just lists that out for me so I know who to focus on for the day.