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Managed AI Desk · Ontario Trade Businesses

Stop letting estimates
die in inboxes.

The average trade business loses 30–40% of quotes to no response. We follow up stale estimates, collect missing information, draft replies, and escalate ready buyers — so more of your work closes.

From $697.99/mo · Month-to-month · No contract · Works alongside your existing tools

🇨🇦 Built in Ontario📬 Stale quotes followed up automatically🚀 Ready buyers escalated to you📋 Weekly close-rate summary🔓 Cancel anytime, 30-day notice

What the desk handles

Four jobs that most trade businesses do manually — or don't do at all.

📬

Stale Estimate Follow-Up

Quotes older than your set threshold are followed up automatically with a short, professional message. No manual chasing. No forgotten estimates.

🗃️

Missing Information Collection

When a quote is stuck because you need a measurement, photo, or decision from the customer, the desk asks for it — once, clearly, without being pushy.

✉️

Reply Drafting

Common customer responses ("can you do better on price?", "we decided to wait", "we're ready to go ahead") get a draft reply queued for your review and send.

🚀

Ready-Buyer Escalation

When a customer signals they're ready to proceed, the desk flags it immediately. You get an alert with their details and the quote context — no digging through email.

What you receive

Concrete deliverables — not a dashboard you have to interpret.

Quote status log

Weekly view of all open quotes: age, last contact, customer response, next action

Follow-up sent report

Every message sent, to whom, when, and what the response was

Ready-buyer alert

Immediate notification when a customer signals intent to proceed

Monthly close rate summary

Quotes sent vs accepted vs declined vs no response — your pipeline in one view

What it will not do

Hard limits. No exceptions.

  • Negotiate price, offer discounts, or modify quotes without your approval
  • Accept or confirm a job on your behalf
  • Promise start dates, timelines, or materials without your sign-off
  • Send final invoices or collect payment
  • Take any action outside the approved follow-up workflow

Pricing

Setup is scoped in the discovery call. Monthly billing starts after the desk is live.

Monthly

$697.99

per month · CAD · cancel anytime

  • Stale quote follow-up
  • Missing info collection
  • Reply drafting queue
  • Ready-buyer escalation alerts
  • Monthly close-rate summary

Bundle

Front Desk + Follow-Up

Full cycle — from first call to closed job

Pair with AI Front Desk to cover inbound calls, lead capture, quote follow-up, and ready-buyer escalation end-to-end.

Ask about the bundle →

Common questions

How do you know which quotes to follow up?

We connect to your quoting workflow (email, CRM, or a shared spreadsheet) and set a follow-up threshold you define — for example, any quote older than 4 days with no customer response. You control the rules.

What if a customer says something unexpected?

Anything outside the standard patterns — anger, legal language, a complaint, a complex negotiation — escalates to you immediately with full context. The desk never handles edge cases silently.

Will this work with my existing quoting tool?

We scope your current workflow in the discovery call and determine the best connection point. Most trade businesses use email, a CRM, or a simple spreadsheet — all of these work.

Do you guarantee I'll close more quotes?

No. We run the follow-up workflow reliably and surface ready buyers faster. Your close rate depends on your pricing, trade reputation, and timing. We handle the operational side — not the sales outcome.

Can I use this without the AI Front Desk?

Yes. Quote Follow-Up is a standalone service. It pairs well with AI Front Desk because together they cover the full lead-to-estimate cycle, but either works independently.

How many quotes went cold last month?

Book a 15-minute discovery call. We'll map your quote flow and identify where estimates are dropping off. No pitch — just a clear picture of what's leaking.

Book the Call — It's Free

Built and run from Ontario. From $697.99/mo. Month-to-month.