Win more of the quotes you're already sending

Follow up every quote automatically

Most people don't say no to your quote. They say nothing. They're not rejecting you, life just got in the way.

Some of these people will buy from you if you follow up.

QuoteKeeper automates polite follow-up emails for every quote. Expect to win more sales from the leads you've already paid for and the quotes you've already prepared.

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Following up will make me seem pushy or desperate

If that thought has crossed your mind, you're not alone.

And, if you call your potential customers over to ask if they're ready to go ahead, you will seem pushy and desperate.

A phone call interrupts and demands immediate attention.

Email is different:

The customer reads it when it's convenient for them.
They can reply, ask a question, accept the quote, or ignore it.
There's no pressure.

A good email follow-up ads value. It can address common concerns, build trust and help the customer move forward when they're ready.

It's the difference between hounding someone and making it easy for them to do business with you.

How QuoteKeeper works

Step 1 Add the quote

Enter the customer's details and choose the follow-up sequence.

Step 2 QuoteKeeper sends the follow-ups

Messages are scheduled automatically according to your sequence.

Step 3 Stop when the quote is won or declined

Future messages stop as soon as you say so, or the customer declines the quote. (You can add a link for the customer to decline if you want.)

We'll make sure this gets done

QuoteKeeper isn't complicated. Most businesses could probably set it up themselves.

The problem is that you've already got more than enough on your plate.

And while following up on quotes is important, it's not urgent. So it gets put on the back burner. Pushed to next week, then next month, and before long another year has gone by.

That's why every QuoteKeeper account includes concierge onboarding.

We'll help you implement the process. We'll spend time understanding:

What you sell.
How long customers typically take to make a decision.
The questions and objections people commonly have.
How you naturally communicate with customers.
Whether you need one follow-up sequence or several.

Together, we'll create a follow-up process that fits your business. And get it running. Think of us as an accountability partner as much as a software provider.

Pricing

$299 one-time setup

Includes:

Concierge onboarding.
Help designing your follow-up process.
Initial sequence setup.
Message writing assistance.
Accountability and support until everything is running.

$79 per month

Includes:

Unlimited quotes.
Unlimited follow-up emails.
Unlimited access for your team.
Multiple sequences.
Customer opt-out links.
Email scheduling and delivery.
Ongoing improvements.
Email support.

Recovering one extra sale is often enough to pay for QuoteKeeper many times over.

Payment terms

The setup fee of $299 is charged once when you start.
Your $79 monthly subscription is billed in advance and renews automatically.
There are no contracts and no lock-in periods.
You can cancel at any time. Once cancelled, you won't be billed again.
We accept all major credit and debit cards.
Payments are processed securely by Stripe.
Prices are shown in US dollars unless otherwise agreed.

If you have any questions about billing, just ask. We're happy to help.

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Frequently asked questions

You can stop the messages anytime.

And, every email includes a link that allows customers to decline or opt out. As soon as they do, no more messages are sent.

The messages are written to sound natural and are sent in your name. Most customers simply see helpful follow-up emails from your business.

You can use your own wording and create different sequences for different services or types of work. We'll help you with this during onboarding.

Messages are sent using a specialised email service. Your customer's inbox will show your name. Replies come direct to your inbox.

Yes, you can add attachments per quote e.g. a PDF with the specifications or the quote. And you can add attachments that are common to all messages e.g. standard terms and conditions, payment details etc.

Those tools send emails. QuoteKeeper helps you build a quote follow-up process.

We'll help you decide what to say, when to say it, and make sure the system actually gets implemented.

Most businesses don't need more software. They need a process.