Guide
How do you follow up on old quotes without sounding pushy?
Start by finding them. Most quotes that go quiet never got a second message. A short note about the actual job, sent at the right time, reads as service, not pressure.
Video, 41 seconds. Transcript below. Watch on YouTube
Why quotes go quiet
The customer got busy, the decision got pushed, or your quote landed in a pile with two others. None of that is a no. But following up by hand means digging through sent mail, remembering who said what, and writing each note from scratch, so it slips behind everything that feels urgent this week.
What a good follow-up looks like
- It's about their job, not your price. Mention the work: the roof, the remodel, the order. Repeating the number reads like nagging.
- It's short. A few lines. Ask if they have questions or if the timing changed.
- It knows when to stop. After a couple of notes, the next step is a phone call from you, or letting it go.
That's a starting point, not a rule. Adjust it to how your customers actually decide.
How the agent handles it
- It finds them. It searches your old email for quotes and leads that went quiet, and lists every one in one place.
- You pick. You choose which ones are worth a note.
- It drafts a short nudge for each one, about the actual job, in your voice.
- Nothing sends until you approve it. You decide who gets a note and who gets a call.
Run it on a schedule, like every Monday at 7 AM, and the follow-ups are waiting with your coffee.
Questions owners ask
Does it need a CRM?
No. It works from your email and the files you already use.
Will it send follow-ups on its own?
No. Anything that sends, spends or deletes waits for your OK.
What does it cost?
A Professional install starts at $2,500. Every install includes the first 30 days of the Care Package free; keep it after that for $195 a month if you enroll. You also pay Anthropic directly for your Claude subscription. Full details are on our pricing page.
What computer do I need?
A Windows computer you own that can stay on. Mac isn't tested yet.
Video transcript
How do you follow up on old quotes without sounding pushy? Start by finding them. An AI agent can search your old email for every quote and lead that went quiet, and list them in one place. For each one you pick, it drafts a short nudge that mentions the actual job, not just the price. A quick check-in like that reads as service, not pressure. Nothing sends until you read it and approve it, so you decide who gets a note and who gets a call. Run it every Monday morning, so no deal dies from silence. CommandKey installs an agent that does this on your own computer, with your own email. Get a free week audit at commandkey.ai.
Free week audit
Where does your week go?
A few quick questions. A free one-page plan back within 24 hours.