Quote follow-up chaser

Automatically nudges quotes that have gone quiet until the customer says yes or no.

What it's worth

$800–$2,500/month

Who it's for

Anyone sitting on a pile of quotes that went cold. If half your pipeline is 'waiting to hear back', this is worth more than another lead.

DIY: how to set this up yourself

A high-level path to a basic version you can build in Claude on your own.

  1. Pull together your open quotes and how long each has been sitting.
  2. Write a 3-step follow-up sequence with Claude: a friendly check-in, a value reminder, a final 'still keen?'.
  3. Set the timing for each step, for example day 3, day 7 and day 14.
  4. Give Claude your quote list so it knows which ones are still open and which have already converted.
  5. Set a daily or weekly check so nothing gets chased twice, or missed altogether.
  6. Review anything Claude drafts before it goes out, at least until you trust the tone.

Want the detailed, copy-paste build instructions and the exact prompts?

They're inside the Upstart AI community. Join up and get the full recipe for this project, plus every other one.

Unlock in the Community

Not sure if this is the right place to start?

Book a free strategy call

More from the Sales Assistant