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Případ užití · Follow-up nabídek

The same quotes. Somebody just comes back to them.

A rep builds the quote, sends it and marks the task done. After that they only work the people who came back on their own. Bea comes back to all of them.

Bea

Email

  1. Day 7

    Hello Mr Kučera, last Tuesday Michal sent you a quote for two CNC milling machines. I do not want to rush you, I am just making sure it arrived. Does it make sense so far?

  2. 5 days of silence

    Hello, coming back one more time. So that I am not writing for nothing: was it the price, the timing, or did you go with somebody else? Any of those answers is useful to us, including the third.

  3. Hello, neither. The price is fine, but the owner wants to see one running on a real shop floor before he signs.

  4. That can be arranged. We have two reference sites within an hour of you where you can drop in and watch it under load. Michal will set it up; he is free on Tuesday morning, would that work?

  5. Tuesday works, and the owner will come with us.

    Delivered

    • Visit confirmedTuesday · a reference site visit
    • Written to the CRMThe quote reopened, with the new objection
BeaA quote that was sent

An illustration, not an export from a customer account. What the agent asks, how it argues and when it says no are all things you set, and you sign them off before the first live message goes out.

deals per 100 quotes come back on their own
5 to 10deals per 100 quotes come back on their own
with systematic follow-up
20 to 30with systematic follow-up
extra quotes you have to send
0extra quotes you have to send

These figures describe how the market behaves as companies themselves see it. They are not Ninjabot measurements.

The problem

Why ten out of a hundred quotes ever answer.

A sent quote counts as a finished task

In some companies a single quote takes a full day to build. Then it goes out and nobody watches it. This is not the exception, it is standard practice across companies.

Companies do not even see it as a problem

Not until somebody outside points at it. The shortage is not opportunities. It is the habit of going back.

And that habit is hard to enforce in people

Even when the manager knows it would make money. Chasing is uncomfortable and nobody reminds themselves.

Ten quotes from last month, worked twice.

On the left what actually happened to them. On the right what Bea does with them.

  • Quote for 40 licences
    How it went
    Sent, silence
    With Bea
    Meeting
  • Service extension
    How it went
    Sent, silence
    With Bea
    In conversation
  • Quote for three sites
    How it went
    Came back alone
    With Bea
    Meeting
  • Annual retainer
    How it went
    Sent, silence
    With Bea
    Deferred
  • Additional licences
    How it went
    Sent, silence
    With Bea
    Meeting
  • Quote for a subsidiary
    How it went
    Written off as handled
    With Bea
    In conversation
  • Plan upgrade
    How it went
    Sent, silence
    With Bea
    Meeting
  • Bespoke quote
    How it went
    Sent, silence
    With Bea
    A clear no

The rows illustrate a typical month rather than a measured campaign. The ratio matches the figures above the queue.

How Ninjabot helps

How Bea runs it.

  1. A delayed start
  2. Loading the context
  3. Finding out where it stands
  4. Handling the basic objections
  5. Assessing and handing over
  1. 01

    A delayed start

    She begins a few days after the quote goes out. Not instantly, so it does not read as an automaton, but before the subject cools.

  2. 02

    Loading the context

    She knows exactly what was discussed and what the quote covers. She does not write "following up on our offer".

  3. 03

    Finding out where it stands

    She asks whether they have seen it and what they make of it. An open question answerable in one line.

  4. 04

    Handling the basic objections

    When they hesitate she argues from your own material. On price, on timing, on scope.

  5. 05

    Assessing and handing over

    Where a human rep is genuinely needed she hands it over with the context and in time. Where it is a clear no, she records it and leaves the contact alone.

Of all seven use cases this is the easiest to evidence, because its number is clear and comprehensible. The mechanism itself is checkable too: test mode walks you through the whole follow-up sequence before a single live message goes out.

Bea runs this one

Two to three times the deals from the same quotes.

Live in 14 days, three to four hours of your time. No lock-in, switch it off any time.