The quotes to include.
Choose the type of quotes, the starting point, and any opportunities to leave out.
02 / The pilot
Start small.
Build around
your process.
A focused way to explore quote follow-up with your team. A clear scope, agreed together.
Discuss your pilotYour process. A thoughtful next step.
Before anything starts
What we agree together.
A small, specific scope gives us something useful to work with.
The messages and timing.
Set the tone and follow-up intervals, with clear boundaries on when to stop.
Who approves and handles replies.
Decide who reviews the approach and who takes over each conversation.
The scope, cost, and next steps.
Agree what the pilot includes, what it costs, and how we’ll review it before work begins.
Simple from the start
A simple pilot journey.
Map the workflow.
We talk through how you handle quotes today and where follow-up gets difficult.
Review a sample.
We put the proposed message sequence in front of you to make it concrete.
Agree the pilot.
We confirm the scope, responsibilities, and price. Then you decide whether to begin.
A few useful answers
Before we talk.
Is this a new CRM?
No. BookD is a focused follow-up service. We first look at your existing process, then agree what a small pilot can reasonably support.
Do we need to change our tools?
We’ll discuss what you use today before proposing any setup. Tool compatibility and any access requirements are agreed during scoping.
What does a pilot cost?
Pricing depends on the scope. You’ll know the proposed cost before deciding to start.
Can you guarantee more bookings?
No. A pilot can help us evaluate a more consistent follow-up process. Replies and bookings depend on the prospects, offer, and timing.
A good next step
Bring your current process.
We’ll start there.