Email templates › Automation workflows › Quote follow-up
Sell moreQuote follow-up email automation
Follow up on proposals and quotes until the prospect replies or decides. Win more deals by following up consistently, without chasing by hand.
How it works
Starts when the tag “quote-sent” is added. 3 emails over 11 days.
- Wait 2 days
- Day 2: send “Any questions about your quote?”
Design: Follow-up after meeting template - Wait 4 days
- Only continue if the contact doesn’t have the tag “won” (for example, hasn’t bought yet)
Everyone else leaves the sequence here. - Day 6: send “A customer story you might find useful”
Design: Customer success story template - Wait 5 days
- Only continue if the contact doesn’t have the tag “won” (for example, hasn’t bought yet)
Everyone else leaves the sequence here. - Day 11: send “Should I close your quote?”
Design: Personal letter template
Frequently asked questions
What is a quote follow-up automation?
Follow up on proposals and quotes until the prospect replies or decides. Win more deals by following up consistently, without chasing by hand.
How does the quote follow-up sequence start?
Starts when the tag “quote-sent” is added. Each contact then moves through the steps on their own schedule.
How many emails are in the quote follow-up sequence?
It contains 3 emails over 11 days. You can add, remove or reorder steps, change the waiting times and edit every email.
How do I set up this quote follow-up automation?
Create a free ENB Technologies account, go to Automations › New automation and choose “Quote follow-up”. It is created with every email designed in your brand. Review it, then click Activate.
Also searched as: quote follow up email, proposal follow up sequence, estimate follow up automation, sales follow up cadence
At a glance
- Goal: Win more deals by following up consistently, without chasing by hand.
- Trigger: Tag added
- Length: 3 emails over 11 days
- Smart rules: skips people who unsubscribe; waits for double opt-in confirmation