Email & SMS Automations

Follow up automatically and win more jobs without more admin

Most air conditioning sales aren’t lost because your quote is wrong. They’re lost because the lead goes cold: slow replies, missed follow-ups, and no clear next step. Quotestack email & SMS Automations keep prospects engaged and moving forward - even when you’re on site, driving, or flat out.

More booked site surveys

Higher quote acceptance rates

Fewer leads going quiet

Less time writing messages

What Email & SMS Automations Do

Automations send timely, professional messages based on what’s happening in your pipeline

a new enquiry arrives

a quote is sent

a customer hasn’t booked a survey yet

a quote hasn’t been accepted

a survey is booked (reminders and confirmations)

What Email & SMS Automations Do

Automations send timely, professional messages based on what’s happening in your pipeline

a new enquiry arrives

a quote is sent

a customer hasn’t booked a survey yet

a quote hasn’t been accepted

a survey is booked (reminders and confirmations)

Key Benefits

Stop forgetting follow-ups

Your team shouldn’t need perfect memory to close sales. Automations ensure every lead receives consistent follow-up, even during busy periods.

More site surveys, less chasing

A simple sequence nudging customers to book a survey increases conversion without extra admin.

Respond instantly and look more professional

Instant confirmations reassure customers, reduce inbound “did you get it?” calls, and build confidence that you’re organised.

Save hours every week on repetitive messages

Automations and templates remove the busywork while keeping your tone consistent.

Why This Matters

When pitching your services to prospective clients, speed and consistency beat 'best intentions'.

You can generate a great quote, but if the customer doesn’t hear from you again, they will do one of several things:

Forget about you

Delay the decision

Proceed with a competitor

FAQs

  • Will it feel spammy?

    No - the most effective sequences are short, helpful, and focused on next steps. You control timing and wording.

  • Can I customise the messages?

    Yes. Use your own language so it matches how you speak to customers and your brand.

  • Can I run email only?

    Yes. You can use email automations without SMS.

  • What if a customer replies?

    Replies come back into your process so you can respond normally. Automations are there to prompt action, not replace human conversation.

  • Does this help book surveys specifically?

    Yes. The core aim is to guide the customer toward the next step (typically a survey booking), because that’s where conversion increases.

Follow Up Automatically And Win More Jobs.

Quotestack Email & SMS Automations keep prospects engaged and moving forward, even when you’re on site, driving, or flat out.

What Gets Automated

New Enquiry Confirmation

Quick acknowledgement plus what happens next:

“Thanks - here is a copy of your estimate'

“Here’s what we need next”

“Here’s when you’ll hear back”

Quote Sent Follow-Up

Customers often open a quote and then… do nothing.

Reminder + call to action

A prompt to ask questions

Link to book the site survey

Survey Reminders Messages

The messaging should make it simple

24 hours before

On the morning of the survey

Sent via email, text message or both

Quote Nudge Sequence

Follow-up sequence can increase acceptance rates

Day 1: “Just checking you received it…”

Day 3: “Would you like to book the survey?”

Day 5: “Here is an incentive to book now”

Real-World Scenarios

Problem

No Time to Follow Up. We’re too busy to chase leads



Quotestack solution

Automations chase consistently for you and you step in when the lead is warm.

Problem

Our quotes come with no commitment

Quotestack Solution

Automated nudges increase the number of customers who reply, book a survey, or ask questions.

Problem

We keep missing calls, responding late

Quotestack solution

Instant confirmations reduce anxiety and buy you time while still looking responsive.

Problem

No-shows waste

our week

Quotestack Solution

Reminder sequences help protect your diary and increase attended surveys.

Automate The Follow-Up. Multiply Your Conversions.

You’ll save time, reduce admin, and win more of the leads you already generate.

FAQs

  • Will it feel spammy?

    No — the most effective sequences are short, helpful, and focused on next steps. You control timing and wording.

  • Can I customise the messages?

    Yes. Use your own language so it matches how you speak to customers and your brand.

  • Can I run email only?

    Yes. You can use email automations without SMS.

  • What if a customer replies?

    Replies come back into your process so you can respond normally. Automations are there to prompt action, not replace human conversation.

  • Does this help book surveys specifically?

    Yes — the core aim is to guide the customer toward the next step (typically a survey booking), because that’s where conversion increases.

Key benefits

Stop forgetting follow-ups (and stop losing the jobs you should win)

Your team shouldn’t need perfect memory to close sales. Automations ensure every lead receives consistent follow-up, even during busy periods.

Book more site surveys with less chasing

A simple sequence nudging customers to book a survey increases conversion without extra admin.

Respond instantly and look more professional

Instant confirmations reassure customers, reduce inbound “did you get it?” calls, and build confidence that you’re organised.

Save hours every week on repetitive messages

Automations and templates remove the busywork while keeping your tone consistent.

Reduce no-shows and late cancellations

For survey appointments, SMS reminders are one of the simplest ways to cut no-shows. Fewer missed visits = more productive days.