01 · Before
Chasing quotes by hand
What triggers it
A quote goes out to a customer.
What happens next, every time
- Add the quote to the follow-up list, or to the corner of a spreadsheet.
- Each morning, scan the inbox to see which quotes have replied.
- Cross-check who was already chased, so nobody gets chased twice.
- Write the follow-up from scratch, re-typing the quote number and the amount.
- Re-key the outcome back onto the list.
Two of those five steps are checking. One is re-typing something the business already knows.
- Quotes sent per week
- 12
- Follow-up touches before a quote closes or dies
- 3
- Minutes per touch: check, cross-check, write, re-key
- 4 min
- Time on quote chasing (12 × 3 × 4)
- 144 min/week
02 · Visible first win
The chasing drafts itself
The one change
When a quote is sent it joins one follow-up queue automatically. On day 3, day 7 and day 14 a follow-up appears in the owner’s drafts, already carrying the quote number, the amount and the customer’s own wording.
Human approval point
Nothing sends itself. Every draft waits in Drafts until a person reads it and presses send. The queue is a queue, not an autopilot, and the owner can bin any draft without explaining why.
Exception path
A reply, a logged phone call, or a quote marked “in negotiation” pulls it out of the queue and flags it for a person instead. No draft gets written for a conversation that has already moved on.
- Avoidable share: drafting, checking, re-keying
- 60%
- Owner review per draft, added back
- 30 sec
- Removed: 144 min × 60%
- 86.4 min/week
- Added back: 36 drafts × 30 sec
- less 18 min/week
- Net weekly opportunity, this workflow
- 68.4 min/week
That is one opportunity, not five. Find Five in 48 ranks 3 to 7 of them and counts only the non-overlapping total. Five validated hours is the line the refund is measured against.
03 · Repeatable system
One win is not a system yet
A drafted follow-up saves time in the weeks somebody remembers to use it. Turning it into an operating workflow is a different job with five moving parts:
RoutingEvery quote reaches the queue because it was sent, not because someone remembered to add it.
ApprovalsThe human gate is a real step in the workflow with a named approver, not a habit that erodes in a busy week.
Exception handlingReplies, phone calls and negotiations route to a person, and the odd cases get handled the same way every time.
MeasurementThe queue records what it drafted and what got sent, so next quarter can prove the minutes instead of feeling them.
OwnershipOne named person owns the workflow when a template goes stale or an integration breaks.
That build is the separate implementation engagement, offered privately after a successful Assessment. It is never assumed on your behalf and it is never bundled into the assessment fee.