Sales
Chase unquoted leads and book callbacks
The agent watches the inbox or CRM, follows up with leads that haven't received a quote after 24 hours, and books callbacks.
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- Section
- Sales
- Responsibility
- Quote follow-up
- Setup difficulty
- Medium
- Added
- Oct 14, 2026
Tools
Main tool: Grok Bot official site ↗
›View prompt
Every hour, find leads created more than 24 hours ago with no quote sent. Send each a short message: we haven't forgotten you, can we call to confirm details? Offer two callback times from [CALENDAR]. When they pick one, book it and notify [OWNER].
Replace [BRACKETS] with your details. {{double braces}} are fields your automation tool fills in.
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