Follow up later when a client says "not now"

When a client says "not now", Quoti Ai can plan one follow-up text for the day that makes sense and send it around 10 am that day. You can also plan a follow-up yourself from a request.

Before you start

Quoti Ai must be on. Check it in More → Quoti Ai.

How Quoti Ai plans a follow-up

• It plans one when a client's reply means later, such as "next spring", "after the holidays" or "I need to talk to my husband". It also plans one when you tell Quoti Ai after a call, for example "follow up Tuesday if no answer".
• It keeps one plan per client. A newer plan replaces the old one.
• On the planned day, the text goes out around 10 am in your time zone. It sends by itself: you don't need to approve it.
• It's cancelled on its own if the client books first (a new job or an upcoming visit), or if you turn Quoti Ai off.

See, edit or cancel a planned text

• In the conversation: tap N scheduled at the top. The Scheduled list shows Quoti Ai follow-up with the day, the time and the text. Tap Edit, change the text and tap Save. To stop it, tap Cancel → Yes, cancel.
• On the Quoti Ai page: Planned follow-ups lists every planned text with the client and the day. Tap one to open the conversation.

Plan a follow-up yourself from a request

1. Open the request and tap Log call outcome.
2. If Quoti Ai is on, you can just type or dictate what the client said in Tell Quoti Ai and tap Send to Quoti Ai. To choose yourself, tap Or pick it yourself.
3. Under What did they say?, pick Thinking it over / talking to spouse, Call back on a date, Price concern or No answer.
4. Under When to follow up?, pick Tomorrow, In 2 days, In 1 week, In 2 weeks, or Pick a date.
5. Under How?, pick one: - Auto SMS: Quoti texts the client for you. Edit the text under SMS that will be sent (you can edit it). - Remind me to call: you get a push notification at that time with a link to the request.
6. Add a Note if you like, then tap Schedule follow-up.

The Follow-up card on the request shows the date, the reason and the text, with Edit and Cancel follow-up. Afterwards it tells you what happened, for example No reply to the follow-up SMS. Time to call? or The client replied. Check the conversation.

If the client is not interested, tap Not interested, archive this request in the same sheet.

Tips

• Say the real reason in your own words. "She's away until mid-November" is enough for Quoti Ai to pick the day.
• Quotes have their own automatic follow-ups. See Follow up on quotes automatically.

Related articles

• Tell Quoti what happened after a call
• Answer a new request
• Follow up on quotes automatically
• What Quoti Ai does