Following up on leads and quotes

Follow-ups for quotes and estimates that went quiet

SI finds quotes and estimates with no reply after a set number of days. Then it drafts a short, specific follow-up for each one.

Call notes into a follow-up email and tasks

After a sales or client call, SI turns your notes or the transcript into a recap email. It also makes CRM updates and dated tasks.

First-draft proposals from discovery notes

SI turns discovery notes and your past proposals into a structured first draft. The draft has scope, timeline, and pricing options for you to edit.

Personal outreach drafts and reply handling you approve

SI drafts first-touch and follow-up messages from real research. It sorts the replies. It offers meeting times. You approve every message.

Check-ins for customers who are due

SI spots regular customers who are past their usual reorder or rebooking interval. Then it drafts a friendly, specific check-in.

Lead follow-up from the first reply to your list

A new inquiry comes in by form, email, or text. SI drafts a fast first reply and a clean row for your list. A person sends it.

Showing scheduling and confirmation drafts

From the calendar the business provides, SI proposes showing windows. It drafts confirm and reminder messages for the person showing.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Showing and open-house follow-up drafts

SI turns a sign-in sheet into a contact list. It drafts the same thank-you and questions follow-up from the agent's approved wording.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Quote and estimate drafting

Field notes are put on the business's quote template. The quote is labeled as a draft the owner must approve.

Office help for HVAC, plumbing, roofing, electrical, landscaping, pool, and cleaning businesses. SI drafts, tracks, and reminds. The owner approves every quote and message. No price promises. No safety or code advice. Customer information stays private.

Abandoned-checkout follow-up drafts from your store records

SI lists checkouts that were started and not finished. It drafts a short follow-up from the actual cart. You send only if the customer is allowed to hear from you.

Catering and party requests turned into quote drafts

SI turns catering and party requests into quote drafts with date, headcount, menu, and deposit. A person still sets the price before anything goes out.

Class lists kept full and 30-day member check-ins

SI helps keep class lists full and drafts check-ins for members who have not visited in 30 days. A person still sends every note.

Policies due in 60 days lined up with carrier quotes

SI flags policies due to renew in 60 days and lines up carrier quotes side by side for the agent. The licensed agent still decides.

Weekly list of local shops showing buying signs

SI builds a weekly list of local businesses that show buying signs such as new openings, bad reviews, or job posts. The owner decides who to call.

Rental inquiry follow-up for landlords

A rental question comes in. SI drafts a fast reply from your unit sheet. It can offer open showing times. You approve before anything goes out.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Rental prospect question replies from your listing sheet

Someone already asked about a unit. They write back with pets, parking, or still available. SI drafts the answer from your listing sheet. You send it.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Same-day, day-3, and day-7 estimate follow-up

After an estimate visit, SI drafts a same-day thanks, a day-3 check-in, and a day-7 last note. You approve each one. Prices do not change.

Office help for HVAC, plumbing, roofing, electrical, landscaping, pool, and cleaning businesses. SI drafts, tracks, and reminds. The owner approves every quote and message. No price promises. No safety or code advice. Customer information stays private.