My quote follow up bot emails clients who never opened their quote

The same pro made a second the AI for quotes. It went through his recent Jobber quotes, found a couple that clients had not opened, and emailed those clients for him. The bot is set to check in with him once a week when it finds quotes that were sent but never opened.

How it works

Bot reads his recent Jobber quotes
Bot finds quotes clients have not opened
Bot emails those clients for him
Bot is set to check back with him once a week with any new unopened quotes

Why it’s worth knowing

The bot watches for a small thing, a quote nobody opened, and acts on it on its own every week.

Upgraded prompt

A ready-to-use prompt for this idea, built from research on what makes AI agents do the job right: who the AI should be, the exact steps, and a check to make sure it was done the way you wanted.

1Who the AI should be

2The prompt, with the steps

3The check when it’s done

Upgraded prompts are coming soon.

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