Attention:
Ever sent a quote… and never heard back?
Most clients forget to reply. Following up manually takes time you don’t have.
Interest:
Imagine if every quote you sent was followed up automatically – with a friendly reminder SMS or email after 2 days, then again after 5 days.
More replies, more jobs booked, no extra admin.
Desire:
Here’s how to automate your quote follow-ups today:
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Connect your quoting tool
Use ServiceM8, Xero, or your CRM with Zapier to detect when a quote is sent.
Why this matters: Triggers automation without manual input.
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Set up automated reminders
Send follow-up SMS or emails at set intervals with custom messages that sound personal and professional.
Why this matters: Keeps your business top of mind and drives action.
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Track replies automatically
Log replies into your CRM so you know who to prioritise each day.
💡 What does this mean for you?
- Higher quote acceptance – more jobs booked
- Less admin – no manual chasing
- More time – focus on doing the work, not follow-ups
This automation works alongside your quoting tools without changing how you work.
Action:
👉 Ready to win more jobs?
Swifto automates follow-ups so no quote goes to waste.
🔗 Start your free automation trial today and close more jobs with less effort.
⚡ Don’t let your quotes go unanswered.