Estimate & Quote Follow-Up Agent

You send the quote. Then nothing. This agent follows up on Day 1, 3, and 7 with emails that address common objections and nudge the prospect toward a decision — and stops the moment they reply.

What's included

Triggered when quote is marked Sent in your software
Day 1 check-in email
Day 3 objection-handling email
Day 7 urgency nudge
Immediate halt + owner alert when client replies

How Automatoir deploys this

Day 1

You purchase

Day 2

Onboarding call

3–5

We configure

Day 6

Go live

Day 7+

Runs itself

How it works

1Quote is marked Sent in Jobber, HoneyBook, or QuickBooks
2Quote logged in your dashboard instantly
3Day 1: check-in email sent automatically
4Day 3 + Day 7: follow-up emails with value content
5Client replies → sequence stops, owner notified immediately

Frequently asked questions

Which quoting software does this connect to?

Jobber, HoneyBook, QuickBooks, and any software that can trigger a webhook or email notification when a quote is sent.

Will it follow up even if I forget?

That's exactly what it's built for. Once a quote is marked Sent, the agent takes over — Day 1, 3, and 7 emails go out without you having to think about it.

What if the customer already hired someone else?

The moment they reply — with any message — the sequence stops. We recommend a short reply like 'I went with another company' as an opt-out, and the agent respects it.

How long does setup take?

2–3 business days after your onboarding call. Most clients are live within a week of purchasing.

Do I need any technical skills?

None. We handle all the configuration. You just answer a few questions about your business on our onboarding call — we do the rest.

$197

per month, billed monthly

Cancel any time
Setup included
Dashboard access
Ongoing support

Secure checkout via Stripe. No commitments.

Not sure if this is right for you?

Book a free 15-minute call and we'll walk you through which agents make the most sense for your business.

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