Unanswered quotes chased
Chase unanswered quotes on WhatsApp from your Google Sheet and get a weekly summary of response rates.
These are examples. Connect the tool your company already uses for the same job, your own system, or any other app through MCP or API.
Needs
- SpreadsheetGoogle Sheets, Excel, Airtable or your own system (MCP or API)
The problem and the goal
Today quotes go out via WhatsApp and no one chases a reply, so sales get lost in the shuffle. Goal: no quote older than 2 business days goes without follow-up. Measured by the number of stalled quotes per week and the response rate.
The team delivers a daily list of stalled quotes with ready-to-copy WhatsApp follow-up messages, pulling data from your Google Sheet. Every Friday it also sends a summary of how many quotes were chased, how many replied, and how much is still pending. This way, no quote older than 2 business days goes without follow-up.
The team in this Circle
Delivers a daily list of stalled quotes with ready-to-copy WhatsApp follow-up messages
Sends a Friday summary of how many quotes were chased, how many replied, and how much is still pending
Unanswered quotes chased
How does the agent know which quotes are stalled?
It reads the Google Sheet where quotes are logged and flags those without a response for more than 2 business days.
Do I need to copy and paste the message into WhatsApp?
Yes, the agent provides the follow-up text ready for you to copy and send via WhatsApp to each customer.
What does the weekly summary show?
It shows how many quotes were chased that week, how many customers replied, and the total value still pending.