Quote Recovery
Know whether a quote needs a follow-up, a change or a close.
Replace an ageing list of sent quotes with a controlled path to a clear customer decision.
The working problem
The working gap.
A quote can be waiting for approval, missing information, outside budget or no longer relevant. Sending the same reminder to every customer hides those differences. We establish a follow-up process around the actual quote status and agreed validity period.
If suitable quotes are left without a decision path, work may be delayed or lost. Follow-up can clarify intent; it cannot make an uneconomic or unsuitable proposal attractive.
Illustrative workflow · not a customer result
- Bind each follow-up to the current quote version
- Check delivery and known customer responses
- Assign an appropriate next contact
- Route questions and changes to the right person
- Record acceptance, decline, deferral or expiry
What Sunlit changes
A defined change.
- A reliable view of open quotes
- A relevant follow-up cadence
- Clear handling of objections, revisions and closed opportunities
Agreed quote source, status rules and contact limits. Pricing changes, discounts and contractual acceptance stay with authorised people.
How we check it
Measure the change.
- Quotes with a known status
- Follow-ups completed when due
- Time from quote to recorded decision
Start with this question: Which quotes are genuinely still open, and who owns the next conversation?
Clear boundaries
Scope and evidence.
- No guaranteed acceptance or conversion rate
- No automatic price reduction
- No pressure or artificial urgency
Implementation depends on authorised access, system compatibility, lawful contact and an agreed scope. We do not guarantee revenue or jobs.
Start here
Find the gap worth fixing first.
Tell us where work stops moving. We’ll assess the fit and recommend what to check next. No technical specification required.