Try a fictional enquiry
Know when to follow up.
And when to stop.
Select what happens after an electrician sends a quote. This fictional example does not send email or store your details.
A reminder can be sent when it is due.
Hi Alex, have you had a chance to review the quote for your EV charger installation? Reply if you have any questions or no longer need this.
In the pilot, we agree your messages and timing, test the handover and keep exceptions visible in your workspace.
Discuss your workflow →