SMBSalesProductivitySaaS

QuotePing

A follow-up rhythm for every quote that never says 'just checking in'

Problem
Small business owners send a quote, hear nothing back, and don't know how many times to follow up; the second message ends up being 'just checking in'. So they either nag and lose the client or give up. The same uncertainty shows up in chasing unpaid invoices: who to chase first each day is pure guesswork.
Solution
A lightweight quote and receivables ledger: record client, amount, sent date and last contact, and it generates a follow-up cadence (day 3/7/14) with a genuinely useful line for each touch (add a case study, confirm budget, give a deadline reminder). Every morning you get a 'who to follow up with and what to say' list.
Users
Owners of project-based small businesses, independent consultants, freelancers and small sales teams
MVP
Log a quote with client, amount and due date; auto-schedule follow-up reminders; a copyable talking point for each touch; log outcomes and roll forward; a simple board of pending, won and lost
Revenue
$9-19/month tiered by active quotes; a team plan adds collaboration and approval
Why now
Many small teams now deliver services with AI, increasing quote volume with no process to manage it; this is just forms plus reminders, ideal for a solo builder, and clearly distinct from general CRMs

Source discussions · 3

  1. Reddit[r/smallbusiness] Small team, more work than we can handle. How do you hire the first employee well?
  2. Reddit[r/smallbusiness] How many times do you follow up on a quote before you stop?
  3. Reddit[r/smallbusiness] How do you decide and prioritize for outstanding payment follow-ups?
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