Workflow · Live in beta

Quote Recovery: 70% of un-signed proposals never get a single follow-up. Let's fix that.

When you send a quote and the prospect goes silent, usually something is blocking them: the price felt high without context, they got pulled into urgent priorities, they're evaluating a competitor, they're waiting on an internal decision. A structured voice follow-up at the right day (7, 14, 30 post-send) turns 15-25% of those dead quotes back into open deals.

Available in your trial today: load your open quotes (CSV or a webhook from your CRM), the AI calls them back and surfaces the real blocker.

How it works

Target verticalsB2B services · Construction · Auto · Machinery · IT
Expected recovery15-25%
Quote sourceCSV · CRM webhook · Zapier
Cadencefirst call + AI-managed callbacks
Accessincluded in the trial — 20 free calls
How it works

The conversation starts from the quote, not from scratch.

1
Load your open quotes

CSV in the wizard (phone, name, quote item, sent date, amount) or a webhook from your CRM or quoting tool via Zapier. Every quote enters the call queue, inside legal calling windows.

2
Soft check-in on the quote

The AI opens on the quote, no pressure: “Have you had a chance to look at it? Anything to clarify?”. It distinguishes the 4 typical blockers — price, timing, competitor, internal decision — and opens a targeted sub-conversation for each.

3
The right next step per blocker

Price → appointment or callback with the owner to review the offer (never invented discounts on the phone). Timing → a dated callback. Change requests → a detailed message to your team, escalated immediately when the opportunity is hot.

4
No quote dies silently

Every cycle closes with an explicit outcome: deal reopened, appointment booked, “call again in X months”, “chose a competitor” or “project cancelled”. All in the dashboard, full transcript included.

Try it now: 20 free calls on your open quotes

Load your quotes in the wizard, hear the AI on your own phone before launching, and watch reopened deals land in the dashboard. No card required.

Start the trial →
More workflows

Also live on the same infrastructure.