Quote follow-up sequence for retail and ecommerce
Sent quotes stop dying in inboxes. A timed cadence of texts and calls runs until the customer decides, one way or the other. Frontdesk runs it for shoppers.
Trigger
A Quote sent field is set on the contact or ticket.
Built from
Why teams set this up
You did the site visit, wrote the estimate, sent it, and then silence. Following up feels like pestering, so it happens once, late, or never.
Every quote followed up on schedule
Decision reasons recorded either way
Estimators estimate instead of chasing
How the automation runs
A $14,000 roofing quote goes quiet. Day two, the homeowner gets a text and asks about financing. The AI answers from your knowledge base and books a call with the owner. The quote closes a week later, and the follow-up cost nobody an afternoon.
- 1Ticket field
Your estimator marks the quote as sent
- 2Wait step
Two days pass
- 3Outbound SMS
A check-in text asks if any questions came up
- 4Outbound call
Day five, the AI calls, answers what it can, and routes price talks to you
- 5Conditional branch
Accepted quotes book the job, declined ones record the reason
How retail and ecommerce teams run it
Custom and bulk-order quotes get a timed follow-up cadence until the buyer decides.
Synced with your systems
Built from standard Frontdesk blocks
No custom development. Each step is a building block you can rearrange, retime, or extend, so this workflow can grow into the next one.
Activation journeys that include this workflow
This workflow is one step inside larger activation journeys that run the full customer lifecycle.
Customer activation
Guide every new customer toward the behavior that proves value and builds momentum.
See the journey →Lead-to-demo activation
Respond while intent is high, answer early questions, and book the right next meeting.
See the journey →Trial user activation
Use behavior and conversation signals to rescue stalled trials before the evaluation window closes.
See the journey →Common questions
How does the quote follow-up sequence workflow start?
A Quote sent field is set on the contact or ticket.
Which channels does this use?
This workflow runs over sms, outbound voice. Each step can use the channel that fits the customer and the urgency.
Can my team stay in control of when it fires?
Yes. The trigger can be a field a person flips on a ticket or contact, so a human makes the decision and Frontdesk does the follow-through. Any step can also route to a teammate with the transcript and collected data.
Does it keep our records up to date?
Every call, text, and email in the workflow is logged against the contact and ticket, with transcripts attached. Frontdesk can also sync contacts and fields to your CRM.
What happens when a customer needs a human?
The workflow hands off with context: the right teammate gets the full history, the transcript, and the collected answers, so the customer never repeats themselves.
Which systems does this work with for retail and ecommerce businesses?
Frontdesk can work with HubSpot, Salesforce, Pipedrive, Google Calendar, Outlook, Webhooks, plus API and webhook connections for custom systems, so every conversation lands on the right record.
Thinking bigger than one workflow?
The customer journey library maps full lifecycle automations across activation, onboarding, retention, and growth.
Explore customer journeys →This workflow also runs for any industry.
See the all-industry version →More from speed to lead
Reach new leads while they are still on your website, and follow up like your best rep every time.
Instant form callback
A form submission triggers a phone call in under a minute, while the lead is still on your website.
Web chat to booked appointment
The website chat answers real questions from your knowledge base and converts visitors into booked appointments without a form in sight.
New lead welcome sequence
Every new contact gets the same disciplined first 48 hours: an immediate text, a call within the hour, an email recap, and a booked next step.