Every quote followed up, nothing forgotten
Automate moving quotes: build clear sheets, follow up on time, and answer client questions with Google Sheets and Gmail.
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)
- E-mailGmail, Outlook, your company e-mail or your own system (MCP or API)
The problem and the goal
Problem: about 30 moves booked a month, quotes live in a spreadsheet only one person understands, and every follow-up means half an hour digging through emails to recall what was promised and at what price. Goal: one readable quote sheet, and every quote followed up on time with the right price and promises. Indicator: quotes followed up within 24h and quotes that turn into bookings.
The team solves the problem of quotes scattered across confusing spreadsheets and lost emails. QuoteBuilder turns quote requests into clean rows in the sheet and ready-to-send emails; QuoteChaser checks Google Sheets every morning and flags quotes with no answer after 24h and 72h; ClientCheckIn searches Gmail and the sheet to answer in seconds what was promised and at what price.
The team in this Circle
Turns a quote request into a clean, standard row in the quote sheet plus a ready-to-send quote email
Needs: the spreadsheet plus a short note on how you price a move
Checks the quote sheet every morning and flags quotes with no answer after 24h and 72h, with a follow-up message
Needs: Google Sheets
Answers 'what did we promise and at what price' in seconds, from the quote sheet and the email history
Needs: Google Sheets and Gmail
Every quote followed up, nothing forgotten
How can I follow up on moving quotes without missing deadlines?
With a standardized sheet and automatic alerts after 24h and 72h without a response, using Google Sheets and Gmail.
Can I quickly recall what I promised a client?
Yes, ClientCheckIn searches the email history and the quote sheet for the exact details in seconds.
Do I need to understand spreadsheets to use it?
No. QuoteBuilder creates rows automatically and QuoteChaser only flags what needs attention.
