Automated Customer Follow-Up
Problem
Quote sent → salesperson gets busy → nobody follows up → opportunity goes cold.
Quotes and proposals go out and then depend on someone remembering to chase them. Most never get a second touch, and the revenue quietly disappears.US businesses lose an estimated $62 billion a year to poor customer service.
Forbes — Are You Part Of The $62 Billion Loss Due To Poor Customer Service?
Solution
IAS builds a follow-up system that starts the moment a quote goes out, sends reminders on a schedule, stops automatically the moment the customer replies, and flags anyone who goes quiet so a person can step in.
ROI & analytics (estimates)
Zero
Quotes left unchased
20–30%
More replies on sent quotes, est.
2–4 hrs/wk
Staff time back, est.
Estimated payback: 1–2 months — one extra closed job per month typically covers the cost.
Price
Starting at $3,500 for a single follow-up sequence, up to $6,000 for CRM integration and multiple sequences.
Case study (illustrative example)
A remodeling contractor quoted jobs by hand and rarely circled back. After adding automatic reminders, no quote went unchased, and more customers heard from them again before choosing who to hire.
Demo
Workflow
- Quote or proposal is sent.
- A follow-up sequence starts automatically, timed to the job.
- Reminders go out at set intervals.
- A reply from the customer stops the sequence right away.
- No response after the final reminder is flagged to the owner with full context.
- Every outcome — won, lost, or still open — is logged in one place.
Workflow diagram