For anyone who sends quotesSales · 7 workflows

Quote & Estimate Follow-Up Pack

A quote goes out and then nothing happens. Nobody chases on day three, nobody asks why on day fourteen, and the pipeline slowly fills with deals that are neither won nor dead. Most trades software tracks the job and ignores the quote entirely.

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What you get
  • Every quote chased on days 2, 5, 10 and 14 without anyone remembering to
  • The chase stops the second a quote is accepted, lost or paid
  • A yes becomes a deposit request and a start date the same day
  • Nothing closes as Lost until somebody picks a reason from the list
  • Stalled quotes surface at 7, 14 and 30 days in stage, sorted by value
  • Price objections are tagged for a win-back instead of being forgotten
$59$329
One-time · 30 built steps · yours to keepBuy now — $59
What's inside

The 7 workflows.

Every workflow in the pack — tap any one to jump to its full build below.

Without it

A quote goes out and then nothing happens. Nobody chases on day three, nobody asks why on day fourteen, and the pipeline slowly fills with deals that are neither won nor dead. Most trades software tracks the job and ignores the quote entirely.

With it

This pack chases every quote on a fixed schedule, exits the moment it is accepted so nobody is chased for money they already sent, turns a yes into a deposit and a start date within the hour, and refuses to let a lost deal close until somebody writes down why.

What's in the pack

All 7 workflows, step by step.

This is the actual build, not a summary of it — every trigger, delay, message and branch, for each workflow in the pack.

1

Quote Sent Confirmation

Confirms the quote landed, repeats the figure so there is no argument about it later, and says exactly what happens next and when.

An opportunity moves to the Quote Sent stageSMSEmail
  1. 1

    Stamp the quote

    Internal — writes the date and value to the deal

  2. 2

    Text the confirmation

    SMS — confirms it is sent, names the figure

  3. 3

    Email the summary

    Email — the figure, the scope, the next step

  4. 4

    Start the follow-up clock

    Internal — enrols the deal in the chase

  5. 5

    Flag an opened quote

    Internal — tags opened and notifies the owner

2

Day 2 Check-In

One short message asking whether the quote arrived and whether anything needs explaining. Deliberately not a pitch.

Two days after the quote was sent, still unacceptedSMS
  1. 1

    Check the stage first

    Logic — exits if accepted, lost or paid

  2. 2

    Send the check-in

    SMS — did it land, anything unclear?

  3. 3

    Stop and hand over

    Internal — ends the chase, alerts the owner

3

Day 5 Objection Handler

Answers the one objection that actually stops this kind of job, rather than listing five of them and hoping. One objection, one email.

Five days after the quote was sent, still unacceptedEmail
  1. 1

    Check the stage first

    Logic — exits if accepted, lost or paid

  2. 2

    Send the objection email

    Email — the single most common blocker, answered

  3. 3

    Attach one proof

    Email — a comparable job, not a portfolio

  4. 4

    Alert on engagement

    Internal — a click means ring them today

4

Day 10 Decision Nudge

Asks for a yes or a no in a way that makes no easy to say, because a clean no is worth more to you than another fortnight of silence.

Ten days after the quote was sent, still unacceptedSMS
  1. 1

    Check the stage first

    Logic — exits if accepted, lost or paid

  2. 2

    Send the one-tap ask

    SMS — reply 1 to go ahead, 2 to park it

  3. 3

    Move to Accepted

    Internal — advances the deal, starts the won flow

  4. 4

    Move to Lost

    Internal — starts the lost-reason capture

5

Lost Reason Capture

Refuses to let a deal die quietly. The owner picks a reason before it closes, and those reasons roll up monthly into something you can act on.

An opportunity moves to Lost, or day 14 passes with no replyInternal
  1. 1

    Require a reason

    Internal — tasks the owner, the field is mandatory

  2. 2

    Re-ask every 2 days

    Internal — the task does not quietly disappear

  3. 3

    Write it to the deal

    Internal — price, timing, competitor or silence

  4. 4

    Tag for win-back

    Internal — price objections get revisited later

  5. 5

    Roll the reasons up

    Internal — a digest of why quotes are lost

6

Won: Deposit & Scheduling

Turns a yes into money and a date in the diary within the hour, instead of a week of messages about when to start.

An opportunity moves to AcceptedSMSEmail
  1. 1

    Stop every chase

    Internal — removes the deal from all follow-ups

  2. 2

    Send the deposit link

    SMS and Email — payment link, amount stated

  3. 3

    Send the booking link

    Email — pick a start date

  4. 4

    Chase an unpaid deposit

    SMS — one reminder, then a call task

  5. 5

    Hand to scheduling

    Internal — moves to Scheduled, alerts the team

7

Stale Quote Alert

Watches time in stage rather than time since created, so a quote that has genuinely stalled surfaces even if somebody opened it last week.

A quote has sat in one stage past its thresholdInternal
  1. 1

    Nudge the owner

    Internal — a notification, not yet an escalation

  2. 2

    Escalate to the manager

    Internal — names the deal and its value

  3. 3

    Force a decision

    Internal — accept, lose or archive with a reason

  4. 4

    Send the stale digest

    Internal — every quote past threshold, by value

In the box

What actually lands in your account.

Built into this pack

  • A 7-stage quote pipeline, from Quote Sent through to Scheduled
  • Quote value, quote date and lost reason as custom fields
  • 4 SMS and 3 emails, pre-written and trade-neutral
  • A required lost-reason picklist with six options
  • A deposit payment link wired to the accepted stage
  • Stale-quote Smart Lists at 7, 14 and 30 days
  • A monthly lost-reason rollup

Included with every purchase

  • One-click import link for your GoHighLevel sub-account
  • Every message written and ready to send
  • Setup notes covering triggers, fields and tags
  • Opt-out handling wired in, so you stay compliant
  • Free updates whenever a workflow is improved
  • Yours to use in unlimited client sub-accounts
Works best with

Start with the Inbound Lead Nurture Pack

These workflows write to custom fields, move pipeline stages and book into a calendar. If your sub-account doesn't have them yet, the Inbound Lead Nurture Pack ships the funnel, calendar, pipeline, form and field taxonomy, named exactly as this pack expects.

Get the Inbound Lead Nurture Pack — $35
Buy now

Get the Quote & Estimate Follow-Up Pack

One checkout, and the import link lands in your inbox minutes later.

What you're gettingOne-time

Quote & Estimate Follow-Up Pack

Quote Sent Confirmation5
  1. 1.Stamp the quote
  2. 2.Text the confirmation
  3. 3.Email the summary
  4. 4.Start the follow-up clock
  5. 5.Flag an opened quote
Day 2 Check-In3
  1. 6.Check the stage first
  2. 7.Send the check-in
  3. 8.Stop and hand over
Day 5 Objection Handler4
  1. 9.Check the stage first
  2. 10.Send the objection email
  3. 11.Attach one proof
  4. 12.Alert on engagement
Day 10 Decision Nudge4
  1. 13.Check the stage first
  2. 14.Send the one-tap ask
  3. 15.Move to Accepted
  4. 16.Move to Lost
Lost Reason Capture5
  1. 17.Require a reason
  2. 18.Re-ask every 2 days
  3. 19.Write it to the deal
  4. 20.Tag for win-back
  5. 21.Roll the reasons up
Won: Deposit & Scheduling5
  1. 22.Stop every chase
  2. 23.Send the deposit link
  3. 24.Send the booking link
  4. 25.Chase an unpaid deposit
  5. 26.Hand to scheduling
Stale Quote Alert4
  1. 27.Nudge the owner
  2. 28.Escalate to the manager
  3. 29.Force a decision
  4. 30.Send the stale digest

Every step is mapped in full in the run manifest above.

Total built steps30
You paySave $270
$59

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Licence: use it in your own account and in your client sub-accounts. Reselling it as a standalone product is not permitted.

By purchasing, you'll receive this pack's import link and a Stripe receipt by email. Want every pack instead of just this one? Get the whole library in one checkout for $127 at /get-workflows.

Licence & usage

Use it for your business or your clients

Every snapshot, workflow pack and agent build is made for flexible use. Install it in your own GoHighLevel account, or deploy it in the client accounts you manage as part of your services.

Included

Your own account

Install this workflow pack in your own GoHighLevel account and use it for your own business, for as long as you like.

Included

Your client accounts

Deploy this workflow pack in the client sub-accounts you run, as part of the services you sell. No per-client fee and no limit from us.

Not allowed

Reselling it as a product

You cannot resell, publish or redistribute this workflow pack itself as a standalone download, template or product.

A perpetual, non-exclusive licence — yours to keep, with no renewal. Full wording in the licence terms.
Questions

Before you buy it.

Can I install this in my clients' accounts?
Yes. Your licence covers deploying this workflow pack across the client sub-accounts your agency runs, as part of the services you sell — there is no per-client fee and no cap from us. Install it in your own GoHighLevel account as well.
Can I resell it as a template or digital product?
No. The licence is perpetual and non-exclusive for your own and your clients' accounts, but you may not resell, publish or redistribute this workflow pack itself as a standalone download, template or product. Charging clients for the work you do with it is fine — selling the thing itself is not.
How do I get it after buying?
The one-click import link lands in your inbox within a few minutes of checkout, and importing the pack into your GoHighLevel sub-account takes about two minutes. SMS steps only start sending once your number and A2P 10DLC registration are set up, which can take about a day on GoHighLevel's side.
Do I need the Inbound Lead Nurture Pack as well?
Only if your sub-account doesn't already have a calendar, pipeline and the custom fields these workflows write to. The Inbound Lead Nurture Pack ($35) ships all of them, named exactly as this pack expects. If you already have your own setup, you can remap the fields in a few minutes instead.
Can I import only some of the 7 workflows?
Yes. They import as separate workflows, so you can publish the ones you want today and leave the rest switched off. Nothing fires until you turn it on.
Will it clash with the workflows I already have?
No. The pack imports as its own set of workflows rather than editing yours, so nothing you've already built changes. Switch each one on only when you're ready for it to run.
Is the copy written, or do I have to write it?
Every message ships written. They're written to be edited — your business name, offer and booking link are custom values, so changing them once updates every message across all 7 workflows.
Can I edit the steps and timing?
Yes. Every trigger, delay, message and branch is yours to adjust once imported — reword a message, retime a step, or remove one you don't need.
Do I need a particular GoHighLevel plan?
Any plan with workflows, which is all of them from Starter up. Some steps use SMS and email, so you'll need those channels connected and — for SMS in the US and Canada — A2P 10DLC registration completed.
Or take the lot

All 10 packs for $127.

Every workflow in the library in one import — inbound leads, appointments, Google Business Profile, reactivation, retention, SaaS operations and the foundations.

Get the whole library — $127Browse all packs