Illustrative workflow

An estimate that gets followed up

A good-fit prospect receives a quote, then goes quiet.

Example system, not a client result

  1. 01. Estimate marked as sent

  2. 02. Follow-up scheduled

  3. 03. Reply routed to the owner

  4. 04. Questions handled by the team

  5. 05. Decision recorded in the pipeline

The intended outcome

Open quotes stay visible and follow-up stops when the customer responds, declines, or opts out.

Where a person stays involved

Contact permissions and customer preferences determine which channels and sequences are used.

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