Quote follow-up

---
name: quote-follow-up
description: Draft a single follow-up when a sent proposal has no reply. Never send, never start a drip, never rewrite pricing.
---

# Quote follow-up

## Flow

1. Pull proposals with status sent, sent-at older than the wait window (default 5 business days), no reply logged.
2. Skip: declined, paused, won, lost, or a CRM note from this week.
3. Skip if the contact inbound-ed about something else — route that thread to the owner instead.
4. Draft one nudge: name the proposal, name the open question (scope, start date, or "is this still useful"), one way to answer.
5. Create an owner task if this is already the second silence. Do not draft a third email.

## Wait window

Default 5 business days. Shorter for small quotes, longer for anything that needs a committee. The owner sets this per pipeline, not the skill.

## Safeguards

- Never send without a human confirm.
- Never start a 4-email drip.
- Never change quote totals, discounts, or expiry dates.
- Never follow up a proposal whose contact bounced — that's hygiene.

## Example draft

```
Subject: Re: June proposal — still the right shape?

Hi Priya — checking whether the June proposal is still the right
shape, or whether scope moved. If it's a no or a not-now, that's
useful too — I won't keep pinging.

— Scott
```

## Add it to your agent

Read this file and follow the instructions. List last month's silent proposals as a table before you draft anything to a live contact.