Unit 1: Keep the facts exact · Lesson 1 of 3 · about 5 min

Follow up on a quote that went quiet

You run a deck company. Two days ago you sent a quote and heard nothing back. You want a friendly nudge that reminds them what they asked for and makes replying easy.

You're practising: Getting a short, honest follow-up that uses only the facts you gave it.

The mistake to catch: AI rounds, drops or rewrites the details that matter: amounts, invoice numbers, dates.

← Your learning path

1. Open the prompt

Open Follow up on quotes that went coldand copy its prompt into your AI. Any AI works.

2. Give it this sample data

Business: Cedar Line Decks (sample)
Quote sent: Oct 26, 2026
Amount: $3,400
Job: replace the back deck boards and railings (about 220 sq ft), reuse the existing frame, haul away the old boards
Useful extra: 25-year manufacturer warranty on the composite boards
Customer: [customer name]
Sign as: [your name], Cedar Line Decks

Your task: Ask your AI for the day 2 follow-up email only: under 120 words, with a subject line, no pressure, and an easy next step.

3. Paste your AI's answer

Checked in your browser with plain rules. Your answer isn't sent or stored anywhere.

+20 XP · 1-day streak

Passed. Here's one answer that also passes, to compare

Subject: Your deck quote from Cedar Line Decks

Hi [customer name],

Just checking in on the $3,400 quote I sent on Oct 26 to replace your back deck boards and railings. We'd reuse your existing frame and haul away the old boards, and the composite boards carry a 25-year manufacturer warranty.

Any questions, or anything you'd like changed? A quick reply is plenty.

[your name]
Cedar Line Decks

Next: Chase a late invoice, politely

Ready to use it for real? Set up Follow up on quotes that went cold.

Challenge a coworker: can their AI pass it too?

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Do it every week, not once

Quote Follow-Through Kit · $19

Do this for every quote: a daily tracker for quotes that went quiet, plus the texts, emails and phone script to send.

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Your learning path · Build your AI staff

Follow up on a quote that went quiet

1. Open the prompt

2. Give it this sample data

3. Paste your AI's answer

Passed. Here's one answer that also passes, to compare

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