Quote and Past Customer Win-back
Find the money already sitting in your records.
Every week it finds the quotes nobody chased and the customers who haven't been back, and drafts a short, personal follow-up for each. You approve before anything goes out.
- Gail Morrison · WallingfordQuote #1043 · 3-zone mini split · Sent Oct 3 · 34 days, no reply$12,400
Hi Gail, it's Dave at Quellmont. Checking in on the 3-zone mini split quote we sent in early October. Still on your list, or did plans change? If the price was the sticking point, I can look at a 2-zone option.
Dave
- Ana Lopes · CheshireQuote #1051 · 96% gas furnace replacement · Sent Oct 11 · 26 days, no reply$7,850
- Glimmerton Dental · MeridenQuote #1038 · rooftop unit service contract, yearly · Sent Sep 26 · 41 days, no reply$4,200
- Tom Kessler · North HavenQuote #1060 · heat pump water heater · Sent Oct 15 · 22 days, no reply$3,460
- Fernhollow Condo Assoc. · CheshireFall boiler service · 6 units · Last visit Oct 2025 · 13 months$1,140
- Frank DeLuca · WallingfordAnnual furnace tune-up · Last visit Sep 2025 · 14 months$189
- Maria Santos · MeridenAC tune-up · Last visit May 2025 · 18 months$169
- Ken Abbott · HamdenAnnual furnace tune-up · Opted out Mar 2026Stays out
About Quote and Past Customer Win-back
Finds the money already sitting in your records: quotes nobody chased and customers who haven't been back. Drafts a follow-up for each. You approve before anything goes out.
It's set up to scan your estimates, invoices and email every week, read-only, using the "stale" and "lapsed" rules you set. Each follow-up names the original job or quote, and replies flow into Lead to Booked Call to get the job booked.
Works with
- QuickBooks OnlineSet up read-only
- Your CRM
- Gmail
- Slack
Sound familiar?
What owners tell us.
I send a quote and if they don't call back, I never chase it.
Customers I did tune-ups for last year just stopped calling.
I know there's money in QuickBooks. I don't have time to dig.
How it works
Three steps, start to finish.
- Step 1
Connect your books
QuickBooks Online, your CRM or Gmail. Set up read-only. You set what "stale" and "lapsed" mean.
- Step 2
Get the weekly list
Open quotes and lapsed customers, with the total value sitting there.
- Step 3
Approve the follow-ups
Each one names the original job or quote. Approve in Slack or email. Replies get booked.
What you get
The details.
Finds what slipped through
- A weekly scan of your estimates, invoices and email: QuickBooks Online, your CRM or Gmail.
- Pulls out quotes older than the number of days you set with no reply.
- Pulls out customers past their usual reorder or service window, like a yearly tune-up that's now 14 months ago.
A short, personal follow-up for each
- Names the original job or quote, so it reads like you remembered them, because you did.
- Written in your voice.
You stay in control
- You approve each one in Slack or email. Nothing sends on its own.
- Replies flow into Lead to Booked Call to get the job booked.
- We set it up so anyone who opted out stays out.
You see what it found
- A weekly list of open quotes and lapsed customers, with the total value sitting there.
Hi Gail,
It's Dave at Quellmont. Checking in on the 3-zone Mitsubishi mini split quote we sent in early October for the upstairs bedrooms.
Still on your list, or did plans change? If the price was the sticking point, I can look at a 2-zone option.
Dave
Quellmont Mechanical · Wallingford, CT · Reply “stop” and we won't follow up again.
You stay in control
You stay in charge.
- We set it up to connect your books read-only, and your proposal lists what it can read.
- You approve each follow-up before it goes out.
- We set it up so anyone who opted out stays out.
How you get it
No big project. A fixed quote and a setup we do with you.
- Free discovery call
- Fixed quote
- Setup: we connect your books read-only and set your "stale" and "lapsed" rules with you, then review the first list together
- Check-in
Before you agree to anything, your written proposal sets out the build's scope, what it can and can't access, what needs your approval, and its setup, ongoing and usage-based charges.
Questions
Common questions.
Can it change anything in QuickBooks?
No. We set it up to connect read-only.
What counts as stale?
You set it. For example, a quote with no reply after 21 days, or a customer 60 days past their usual service.
What happens when someone replies?
Replies flow into Lead to Booked Call to get the job on the calendar.
Will it send anything without me?
No. You approve each one in Slack or email. Nothing sends on its own.
What about people who opted out?
We set it up so anyone who opted out stays out.
What does the weekly list show?
Open quotes and lapsed customers, with the total value sitting there.
What does it cost?
One fixed price for the build, in a written proposal you agree to before anything is built. We start with a free discovery call, so the quote fits the way you work. Before you agree to anything, your written proposal sets out the build's scope, what it can and can't access, what needs your approval, and its setup, ongoing and usage-based charges.
What about AI usage costs?
If your build uses an AI provider, such as Claude, OpenAI or Grok, your written proposal names it and explains how usage is measured and billed, what's included, any markup, and any caps or overages, before you agree.
Works well with
Two or more builds qualify for one portal for your team.
Start with the problem.
Tell us the one job that costs you the most on a free discovery call. You owe nothing.