Services/Quote follow-up
Quote follow-up
"Quotes go out and that's the last we see of them."
Your reps send the quote, then get pulled into the next RFQ, a customer issue and a few fires. A month later nobody knows whether the job is still alive. I put every open quote on one board and set up follow-up that runs on a schedule in your rep's name, so no quote goes quiet because someone was busy.
- Price
- From $8,000
- Type
- Fixed project
- Run by me
- First 60–90 days
- After that
- Your team, or the monthly option
- Best for
- Molders and mold makers with more quotes out than reps can chase
- Built in
- HubSpot
What's included
One board for every open quote, and follow-up that runs itself
- The last 12 months of quotes loaded into one pipeline, with value, part type and owner
- Stages that match your process, from RFQ received to won, lost or no decision
- A follow-up cadence after every quote: timed emails in the rep's name, plus call tasks
- A one-click reason whenever a quote is lost or goes dead
- Dead and lost quotes rolled onto your monthly customer email
- A dashboard: open quotes by age and value, win rate, reasons lost
- I run it for the first 60–90 days
When it's handed over
A live quote board, follow-up that runs without reps remembering, and win-rate and loss-reason numbers you've probably never seen.
Not included: ERP integration, estimating.
Example cadence
What happens after a quote goes out
-
Day 0
Quote sent
Logged in HubSpot with value, part type and owner. The cadence starts on its own.
-
Day 3
Check-in email
From the rep: any questions on the quote, the tooling or the lead time?
-
Day 7
Call task
The rep gets a reminder to call, with the quote details attached.
-
Day 14
Useful update
A short email with something new: open capacity, a material option or a similar job you shipped.
-
Day 30
Close the loop
A direct ask whether it's still active. Lost or dead quotes get a reason and move to the monthly email.
Timing and wording are set to your process during setup.
Why it matters
Every lost quote tells you something.
If you can't say why you lose quotes, you can't fix it. A one-click reason on every lost or dead quote means a few months of data shows whether you're losing on price, lead time or fit, and that changes what you quote and how.
Dead quotes don't disappear either. They go onto your monthly customer email, so the buyer hears from you again when the timing is better.
Results
What this looked like at a Massachusetts molder
$5M+
in quoted work mapped into one pipeline, replacing a spreadsheet
$10–15M injection molder, Massachusetts
50+
open deals in 8 stages, with follow-up tied to each stage
$10–15M injection molder, Massachusetts
"We weren't looking for marketing. We needed structure. In a few months, we went from spreadsheets and trade show chaos to a system we can actually measure and manage."
Questions
Before you book
Do my reps have to change how they quote?
No. Quotes still come out of your estimating system the way they do now. The rep logs each quote in HubSpot with one short form, and the follow-up starts from there.
What if we don't use HubSpot?
I build this in HubSpot. If you're on another CRM, or none, we'll work out the right move on the first call.
What happens after 90 days?
Your team runs it with the guides and dashboard I leave behind, or I keep running it as part of the monthly option.
Other fixes
Tell me what's broken.
30 minutes on Zoom or Teams. You'll leave knowing which fix comes first, whether you hire me or not.
Or call 860-387-7357 or email js [at] aeromgrp [dot] com