Quotes out in hours, clients kept past month one
Send quotes same day and check in with clients at day 30, 60 and 90 using Google Sheets and Gmail. Reduce churn.
The problem and the goal
Problem: quotes go out slowly and nobody checks in after the first month, so clients quietly leave. Goal: every quote out the same day it's requested, and every client contacted at day 30, 60 and 90. Indicator: average time from request to quote sent, and % of clients still active after 90 days (target to set with you).
This team of AI agents solves slow quotes and missing follow-up for commercial cleaning companies. QuoteBuilder turns a quote request into a ready-to-send quote in the Google Sheets price tab and a Gmail draft the same day. QuoteChaser checks the sheet every morning and flags quotes older than 24h that were never sent, while ClientCheckIn contacts active clients at day 30, 60 and 90 and flags anyone who goes quiet.
The team in this Circle
Turns a quote request into a ready-to-send quote in the sheet and a draft email, same day
Needs: Google Sheets price tab
Checks the quotes sheet every morning and flags quotes older than 24h that were never sent
Needs: Google Sheets
Contacts every active client at day 30, 60 and 90 with a short check-in and flags anyone who goes quiet
Needs: Google Sheets, Gmail
Quotes out in hours, clients kept past month one
How does the team make sure quotes go out the same day?
QuoteBuilder uses the Google Sheets price tab to build the quote and creates a Gmail draft immediately. QuoteChaser reviews the sheet every morning and highlights quotes older than 24 hours that haven't been sent, so you can act fast.
What happens if a client stops responding after the first month?
ClientCheckIn sends automatic reminders at day 30, 60 and 90. If the client doesn't reply, they are flagged so your team can make a personal follow-up and prevent churn.
Do I need to change my current tools?
No. The team works with Google Sheets and Gmail, which your business likely already uses. Just connect the accounts and keep the price tab updated.
