Echo— Quote Follow-Up
Tracks every outbound quote, follows up by email/phone/text on a cadence, logs responses, alerts sales reps when a quote goes hot or cold, reports weekly conversion rates.
- 8:00 AMScans 12 outstanding quotes, prioritizes by age and value
- 9:30 AMEmails follow-up on 3 quotes sent 5+ days ago
- 11:00 AMCalls prospect about $6,800 quote — logs "interested, needs revised spec"
- 2:00 PMAlerts sales rep: "$12K quote going cold — no response in 10 days"
- 5:00 PMPosts weekly report: 47 quotes tracked, 8 converted, 31% win rate









