Quote Follow-Up Demo

Stale quotes are
dead revenue. DeskPilot keeps them warm.

Watch DeskPilot follow up on a smart cadence — nudging, reframing, and closing — until the customer either books or opts out.

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Quote Sent · 4 Days Ago
Ductless mini-split install for Sarah M.
Quote total: $6,400 · Sent Tuesday · Tulsa, OK · No response
⏳ No reply
10:14 AM
Acme HVAC
Text Message
Enter your details and hit "Run the follow-up" to watch the cadence play out…

Customize the follow-up

Change the name, quote amount, days elapsed, or objection — DeskPilot re-generates the entire SMS cadence to match.

Watch each touchpoint arrive in sequence — Day 2, Day 5, Day 9.

🔁 Live Handoff Triggered Sarah replied "Is the financing still available?" — DeskPilot detected buying intent and immediately routed the conversation to your sales rep with full context. The rep takes over from here.
What just happened

Three messages. One recovered deal.

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Smart cadence — not spam

Day 2 is a light check-in. Day 5 reframes around ROI and comfort. Day 9 is a soft last-call with a specific install slot. Each message is spaced to feel natural, not desperate — the way a great salesperson would follow up.

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Tone calibrated by objection

Price objection? Day 5 leads with utility savings and financing. Comparing bids? The message highlights what the competitor won't tell them. Ghosted entirely? The tone stays warm and non-pressuring. The AI reads the room.

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Live handoff the moment they engage

The instant a customer replies with a question or buying signal, DeskPilot stops the automation and routes the thread to a human rep — with the full conversation history and objection context attached. You take over at exactly the right moment.

One recovered quote pays for a year.

A single $8k install recovered covers 12 months of DeskPilot. Every quote that was going cold — now has a follow-up plan.

Book a 15-min demo → See the missed-call demo

Wondering what it costs? See pricing →