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flo.space
Templates / Sales follow-up

Follow up a quote that went quiet

Most quotes do not die from a no; they die from silence nobody had time to break. This template watches sent quotes, drafts the nudge when the silence stretches, and logs the touch in your CRM once you approve it, so the pipeline reflects reality without anyone doing data entry.

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What flo.space drafts

  • Detects a quote thread with no reply after your chosen interval and prepares the follow-up in that thread
  • Drafts around the original quote details (items, price, validity) rather than a generic "just checking in"
  • Prepares the matching HubSpot update: activity logged, next-step date moved
  • Suggests a final "closing the file" draft after the second silence, which recovers a surprising share of deals

What the drafted output looks like

A realistic example of what lands in your approval queue. Every draft shows its data sources; nothing sends until you approve it.

Drafted follow-up
To: jordan@bluepeakbuilds.com · Re: Quote 2025-118, cabinet hardware

Hi Jordan, circling back on the hardware quote from July 15: 240 units at $6.10, valid through August 8. If the project timeline moved, no problem, tell me and I will re-hold pricing where I can. If you have gone another way, that is useful to know too.

[On approval: logs activity to HubSpot deal "Blue Peak · hardware" and sets next check to Aug 5]

Setup

01
Join early access

Create your workspace and mention this template in onboarding; we make sure it is active for you from day one.

02
Connect Gmail and HubSpot

Standard OAuth, read only to start. The queue needs both sides of the workflow to prepare accurate drafts.

03
Watch the first drafts arrive

As matching context appears in your tools, the prepared actions land in your queue with sources cited.

Approve when it earns it

Edit in plain language if needed, then approve. Approval is the send, on this template and everywhere else.

Put "follow up a quote that went quiet" on approve

Connect Gmail and HubSpot read only and watch this template start proposing. Nothing sends until you approve it.

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