The trade follow-up package
Check the fit for one trade business location, existing enquiries and an agreed quote process. A$750 setup + GST (A$825 incl.) and A$299/month + GST (A$328.90 incl.). Phone, SMS and email usage extra.
Workflow demonstration
Follow-up that knows when to stop
A fictional quote moves from sent to reminder, reply and human takeover.
Example process / nothing is sent
TRIGGERQuote sent
↓CHECK FIRSTHas the customer replied?
YES →Person takes overPause the reminder
NO →Check the next actionPermission + current status
The challenge
A reminder should never keep chasing someone who has replied, accepted, declined or asked to stop.
Baseline & evidence
The record is fictional. There is no client revenue baseline or recovered-revenue claim.
The approach
- Identify one authoritative quote status.
- Check status and permission before an approved reminder.
- Stop on reply, closed quote, opt-out or manual takeover.
- Give failures and unanswered replies a named owner.
Try the behaviour
Small example.
Clear boundaries.
The interactive example uses local demonstration states; it does not send messages.
What the example shows
The outcome, honestly described.
A visible state model and example handover. Provider activation and end-to-end delivery must be tested for each actual setup.
The interactive example uses local demonstration states; it does not send messages.
Choose the appropriate scope
Trade follow-up or a different workflow?
The existing trade package and custom automation have different scopes and pricing.
A custom automation
The One Workflow Setup package covers up to five actions across two compatible tools. Send an automation enquiry with your process details. We confirm the scope, fees and next step before paid work begins.