2 days after the quoteUtility
quote_checkin_v1Hi {{first_name}}, just checking in on quote {{quote_no}} for {{job}} ({{amount}}). Happy to answer questions or adjust the scope.
Go aheadI have a question
SALES USE CASE
Chase every quote without chasing anyone.
Follow up every quote automatically on WhatsApp with a question they can answer in seconds, and stop the moment they reply.
7-day free trial · about 15 minutes to connect your number · Meta bills message charges to you directly (you add a card in Meta)
9:41
Today
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Hi Sarah, just checking in on quote Q-2041 for kitchen renovation ($1,240.00). Happy to answer questions or adjust the scope.
10:02 amGo aheadI have a question
Could you do it without the staining?
10:14 am ✓✓Yes, that brings it to $2,850. Want me to send the revised quote?
10:15 amMessage
Sheet · Quote sent 3 days ago
Illustrative example. Names and details are made up.
FOR TRADES AND SERVICES
Follow up while you’re on the tools.
Quotes, missed calls and job updates get a message from your number, even when you can’t stop to type.
- Team
- Sales
- Starts from
- Google Sheets · Zapier
- Goal
- More quotes getting a decision, fewer lost to silence.
- Meta category
- Utility
IN PRACTICE
Quotes rarely get a “no”. They get silence, usually because the customer has a question or a competing quote. A friendly check-in two days later, and a last one offering to adjust the scope, gets many of those quotes to a decision without anyone on your team having to remember to chase.
THE JOURNEY
How it runs.
- Starts when
- A quote row is added to your sheet when the quote is sent (from your quoting tool, CRM export or manually).
- Stops when
- Reply received, quote marked accepted or declined in the sheet, opt-out, or two follow-ups sent.
- Wait Two days after the quote is sent.
- Check in A friendly question: any questions, or would they like to go ahead?
- Wait again Three more days.
- Final A last check-in, offering to adjust the quote or close it off.
- Notify Any reply alerts the person who wrote the quote.
SHEET TRIGGERNew Sheet Row
WAIT2 days
CONDITIONstatus is still “sent”
SEND MESSAGEquote_checkin_v1
WAIT FOR REPLYTimeout: 3 days
NOTIFY MEOn reply
SEND MESSAGEquote_last_v1
END FLOWEnd Flow
Styled like ConvoHut’s flow builder. Every node is editable.
THE FULL PLAYBOOK
Everything you need to launch it.
The exact messages, the sheet, the build and the rules.
3 days later, if no replyUtility
quote_last_v1Hi {{first_name}}, would you like us to hold quote {{quote_no}}, change it, or close it off? Any answer helps.
Hold itChange itClose it
Template names and wording are examples. Write in your own voice and submit templates to Meta for approval; Meta confirms the category.
Quote follow-up · example sheet
| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
| 1 | first_name | phone | quote_no | job | amount | status |
| 2 | Kate | +61 4•• ••• | Q-2041 | Deck restoration | $3,250 | sent |
| 3 | Raj | +61 4•• ••• | Q-2042 | Fence, 18m | $4,900 | sent |
| 4 | Amy | +61 4•• ••• | Q-2043 | Pergola | $7,400 | accepted |
Only the phone column is required. The highlighted row is the newest: adding it starts the journey. Example data only.
- TriggerNew Sheet Row
One row per quote sent.
- Wait2 days
- Conditionstatus is still “sent”
Accepted or declined quotes exit here.
- Send Messagequote_checkin_v1
- Wait for ReplyTimeout: 3 days
- Notify MeOn reply
The quote owner is alerted.
- Send Messagequote_last_v1
Timeout path only.
- End Flow
On reply
The person who wrote the quote is alerted and replies with the answer or revised price.
On timeout
After the second follow-up the journey ends. Update the status column so reporting stays accurate.
On opt-out
The contact leaves the journey straight away and is excluded from future marketing messages.
Mistakes to avoid
- Chasing more than twice.
- Not updating status, so accepted quotes get chased.
- Offering a discount before asking what’s holding them back.
The moment
You sent eight quotes last week. Nobody has followed any of them up.
Following up quotes is the task everyone means to do and nobody has time for. Quotes quietly expire, and customers go with whoever checked in.
Data you need
- First name
- WhatsApp number
- Quote number or job
- Quote amount
- Date sent
Measure
- Quotes followed up
- Replies to follow-ups
- Quotes accepted after follow-up
- Average days to decision
Good practice
- Follow up twice, not five times.
- Offer to adjust, not just to accept.
- Update the sheet status so people don’t get chased after saying yes.
Works for
Free PDF- Trades and construction
- Event venues and caterers
- Print, signage and manufacturing
- Professional services
Quote follow-up playbook
Journey, sample messages, setup checklist and metrics.
Download ↓FAQ
Questions.
Can the journey stop when a quote is accepted?
Yes. Add a status column; when it changes, the customer leaves the journey.
What if my quotes are in a CRM?
Export them to a sheet, connect through Zapier, or ask about a custom integration on Enterprise.
Who owns the number and the data?
You do. ConvoHut connects to your own WhatsApp Business Account, and Meta bills messages to you with no ConvoHut markup.
RELATED
Often used together.
Sales
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When an enquiry comes in, start a WhatsApp conversation straight away, and alert your team the moment the lead replies.
Google Sheets · Zapier · Contact importSee the journey →SalesPayment and invoice reminders
Send friendly reminders before and after an invoice is due, with the amount and your payment link, straight from your accounting export.
Google Sheets · ZapierSee the journey →SalesConsultation and demo bookings
Invite leads to book a consultation, confirm it instantly and remind them before the meeting, all on WhatsApp.
Google Sheets · ZapierSee the journey →IN THE APP
How this runs in ConvoHut.
A new row or form entry starts the journey, then replies decide the next step.
A journey running step by step
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