A quote follow-up helper is a saved Claude space that writes your check-in texts. You add your prices once. Then you send each text yourself.
Hi Karen, it's Dale with Dale's Decks. Just checking in on your deck quote. Any questions? Reply STOP to stop.
Written by Claude, sent by DaleHi Dale! Can we pick a darker stain?
Sure thing. I'll send you two options tonight.
Sent by DaleA Claude Project is a saved space inside Claude. It keeps your info and rules in one place.
You tell it about your business once. Add your prices, your area and your warranty.
After you send a quote, give it the job and the price. It writes three short check-ins.
It only writes them. You read each one, fix it and send it yourself.
Want check-ins sent for you? See the Quote Follow-Up bot, coming soon.
Sign up for Claude. The free plan lets you make up to 5 Projects.
Open Projects and make a new one. Call it Quote follow-ups.
Paste in your prices, area and warranty. Add two or three old quotes.
Copy the rules below. Paste them into the Project's instructions.
After each quote, copy the ask below. Fill in the job and the price.
Fix anything wrong, then send each text yourself. Set phone reminders for day 2, 7 and 14.
Paste this into the Project instructions. Fill in the blanks first.
You help [Business name] follow up on quotes. We do [your trade] in [your towns]. Write short, friendly texts and emails. No pressure. Keep each text under 3 sentences. Only use the prices I give you. Never make up dates or promises. End every text with: Reply STOP to stop.
Paste this into a new chat in your Project. Fill in the blanks.
Write 3 follow-up texts for a quote I sent today. Job: [job type, like a new deck] Price: [quote amount] I will send them on day 2, day 7 and day 14. Write [Name] where the customer's name goes.
Claude Free: $0. It lets you make up to 5 Projects.
Claude Pro: $20 a month. Or $17 a month if you pay for a year ($200).
Start with the free plan. Move up only if you hit its limits.
Checked Oct 15, 2026 on Claude's price page. Prices change, so look again before you buy.
Don't paste phone numbers, addresses or card numbers.
Write [Name] where the customer's name goes.
Only text people who asked you for a quote.
End each text with Reply STOP to stop. If they reply STOP, stop texting them.
Using a business texting app? It needs a one-time phone check (A2P) first. It can take a few days.
It won't send texts or track replies. You do that part.
Other AI helpers may have spaces like this. This guide only checked Claude.
Want check-ins sent for you? The Quote Follow-Up bot is coming soon for HighLevel. Brandloc can set it up for you.
Yes. Claude has a free plan with up to 5 Projects. Pro is $20 a month.
No. It only writes them. You check each one and send it yourself.
Other AI helpers may have something like this. This guide only checked Claude.
Keep out phone numbers, addresses and card numbers. Write [Name] where the customer's name goes.
Brandloc sets up your bots. We connect them to your phone and apps, then test them.
No tech skills needed. We do the setup.