Quote unanswered for 3 days → one follow-up, automatic

The problem

Quotes get sent and forgotten. The client meant to reply, the consultant meant to check, and two weeks later both are embarrassed to bring it up. A good share of quotes die of silence, not of "no".

What happens when it runs

1. Schedule: every morning 09:00
2. Read the quotes sheet: status "sent" and sent date older than 3 days
3. A short follow-up email to the client — one sentence, one question
4. Update the status to "followed up" and alert Telegram with name and amount

The tools inside

Disclosure: links marked "paid link" pay us a commission from the vendor if you sign up. Your price is unchanged, and every file here works without them. How we choose tools →

• Make — the automation engine · Sign up (one month of Core free) → paid link · we earn a commission
• Google Sheets — log and lists
• Gmail — email
• Telegram — alerts

Before you start

Three things to have ready before importing, or Make will ask and you will have to leave halfway:

• The quotes spreadsheet id
• Columns: client, email, amount, sent date, status
• The follow-up wording
• Chat ID

Sheet templates

The file maps columns by position. Start from exactly these headers, in this order — a column in the wrong place writes a phone number into the email column.

• Quotes sheet · client | email | amount | sent_date | status (Sent with the blueprint by email)

How to import (2 minutes)

1. In Make: Scenarios → Create a new scenario
2. At the bottom, the three dots (⋯) → Import Blueprint → choose the file you downloaded
3. Click every module with an exclamation mark: choose your connection (Google, Telegram) — Make creates one in a click if you have none
4. Replace every value in double curly braces ({{…}}) with your own from the list above
5. Run once with a test row in the sheet. Only when it passes — Schedule and ON

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