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Proposal follow-up agent

Most quotes are not refused, they are forgotten. This agent reads your quotes sheet, finds the ones that have gone quiet, and writes a short, unpushy nudge that refers to what was actually quoted.

Start this agent See plans

Quick facts

Runs: Daily, 10:00
Needs: Google Sheet of quotes sent
Access: Read, and send with your approval
Setup time: About 4 minutes
Plans: Starter and up

What it does

STEP 1

Reads your quotes sheet

Read only, on the tab you choose.
STEP 2

Finds what went quiet

Old enough to chase, not already chased too often.
STEP 3

Writes each nudge

Short, specific to that quote, never a template.
STEP 4

Plans the next one

Sets a reminder for the following nudge, within your limit.

Runs on its own

Reading the quotes sheet
Deciding who is due a follow-up

Waits for your approval

Every follow-up email, until you switch it to automatic

You can switch any task to automatic once you trust it.

What you tell it when setting up

Question	Why it is asked
Tab with your quotes (needed)	For example: Quotes
Wait this many days before the first nudge (needed)	Used in the agent's instructions.
Stop after this many follow-ups (needed)	Used in the agent's instructions.
Anything else it should know	For example: Prices hold for 30 days. Mention we can start within a week.