Home · Compare · Quote follow-up: remembering to check in vs. having it done
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Quote follow-up: remembering to check in vs. having it done.
Most quotes that go quiet aren't a no: the customer got busy. The question is who remembers to check in, and when. Here are the usual options.
Side by side
| Calendar reminders | CRM email sequences | Lumière quote follow-up | |
|---|---|---|---|
| Who writes the follow-up | You, each time | You write templates once | Written for you in your voice; you approve it |
| Stops when the customer replies | You stop it | Usually, if set up correctly | Yes, and the reply comes straight to you |
| "Check back in the spring" | You set another reminder | Manual | Snoozed until then, automatically |
| Setup | None | Building pipelines and sequences | Upload your quote list, link a sheet, or connect QuickBooks estimates |
| Built for | Anyone | Sales teams | Contractors and service businesses |
| Cost | Free, plus your time | Monthly per-seat pricing | $200/month + $750 setup |
Other options vary by provider and plan; check their current features and pricing. Lumière Agents details reflect how the product works today.
Which one fits you
Calendar reminders if…
you send a handful of quotes a month.
you send a handful of quotes a month.
A CRM if…
you have a sales team and want a full pipeline.
you have a sales team and want a full pipeline.
The quote follow-up if…
you want every quote followed up 2, 5 and 12 days out without thinking about it.
you want every quote followed up 2, 5 and 12 days out without thinking about it.
How the quote follow-up works →
Questions
When does it check in?
2, 5 and 12 days after a quote is sent, during your business hours, until the customer replies.
Can I see each message first?
Yes. Messages start as drafts you approve, edit or skip, until you switch to automatic.
More comparisons
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Try it on your own follow-up
You approve every message until you switch an agent to automatic. Cancel any time.