Automate Quote Follow-Ups to Win More Jobs in Jobber

Sending a quote is just the first step in winning a new job.  Following up is crucial, but it can be time-consuming and easy to let slip through the cracks.  Don't let potential revenue slip away because of unanswered quotes!

ToolDesk empowers you to automate quote follow-ups in Jobber, ensuring you stay top-of-mind with potential clients and increase your close rate. Here's how it works:

Create a Personalized Follow-Up Sequence:

With ToolDesk, you can trigger a series of automated emails and SMS messages based on the status of a quote, customer tags, or even specific dates.  For example:

• Immediately after sending a quote: Trigger an SMS message thanking the customer for their interest and highlighting a key benefit or special offer.
• 3 days after sending a quote: Send an email with a personalized message, reiterating the value of your services and answering any potential questions.
• 7 days after sending a quote: If the quote is still "pending," send another SMS message with a gentle nudge, perhaps offering a small incentive to encourage a decision.
• 14 days after sending a quote: Send a final email, summarizing the quote and offering to schedule a call to discuss any concerns.

Target the Right Customers:

ToolDesk allows you to segment your audience and tailor your follow-up messages accordingly. For example:

• High-value quotes: Create a specific follow-up sequence for quotes exceeding a certain dollar amount, emphasizing personalized service and attention to detail.
• Repeat customers: Send a different sequence to repeat customers, thanking them for their loyalty and offering exclusive discounts.
• Specific services:  If you offer a variety of services, create unique follow-up sequences for each, highlighting the benefits and addressing common concerns.

Benefits of Automated Quote Follow-Ups:

• Increased Close Rate: Stay top-of-mind with potential clients and increase the likelihood of winning the job.
• Time Savings: Automate the follow-up process and free up valuable time to focus on other tasks.
• Improved Efficiency: Ensure consistent and timely follow-up communication, even during your busiest periods.
• Enhanced Professionalism: Project a professional image with automated, personalized messages.

Ready to transform your quote follow-up process?

Book a demo of ToolDesk today and discover how it can help you win more jobs and grow your business with Jobber.

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