Example automation
Quote Follow-Up System
A structured follow-up process for quotes, estimates, and proposals that need consistent next steps.
Problem
Quotes often go out by email or text, then follow-up depends on memory, calendars, or manual spreadsheets.
What usually goes wrong
- There is no clear owner for each open quote.
- Follow-up happens too late or not at all.
- Managers cannot easily see which quotes need attention.
What Tergion builds
- Quote status tracking inside the CRM.
- Timed reminder tasks and customer follow-up sequences.
- Visibility for open quotes, next steps, and stalled opportunities.
Example workflow
- Quote is marked as sent.
- Follow-up schedule is created.
- Customer reminder is drafted or queued.
- Internal task is assigned if no response is received.
- Quote status is updated as the conversation progresses.
What the business owner controls
- Follow-up timing.
- Customer-facing message templates.
- When automation pauses for human review.
Expected operational benefit
- Helps organize lead handling after a quote is sent.
- Can reduce repetitive manual reminders.
- Improves visibility into sales operations.
What would be customized
- Quote categories.
- Short-cycle or long-cycle sales timing.
- Different workflows by service line or deal size.
Next step
Request a free automation review for quote follow-up.