Industries

Built for service businesses where quotations are the top of every sale.

Each supported industry ships with suggested quotation titles, a starting follow-up cadence, common revision and loss reasons, and message wording. Every default is editable in Settings.

Interior fit-out

High-value projects that live or die on follow-through.

A design consultant sends a fit-out proposal after a site visit. Weeks pass. The client is comparing three vendors and the one who follows up thoughtfully wins the job — not the cheapest.

Common quotation titles

  • Office fit-out proposal
  • Retail build-out
  • Villa interior scope

Suggested follow-up cadence

  • Day 2, Day 5, Day 10, then weekly

Typical loss reasons

  • Chose competitor
  • Budget approval delayed
  • Scope changed

Meeting types

  • Site visit
  • Design review
  • Handover walk-through

Kitchens & wardrobes

Long sales cycles, multiple revisions, price-sensitive clients.

A homeowner requests a modular kitchen quote. They ask for two revisions with different finishes. Without a revision workflow, the salesperson loses track of which version is current.

Common quotation titles

  • Villa kitchen
  • Modular wardrobes
  • Custom joinery package

Suggested follow-up cadence

  • Day 3, Day 7, Day 14

Typical loss reasons

  • Price too high
  • Postponed renovation
  • Chose off-the-shelf

Meeting types

  • Showroom visit
  • Site measurement
  • Design finalization

Signage

Frequent quotes, tight deadlines, repeat B2B buyers.

A retail chain requests storefront signage for four new locations. The quote is competitive, but without a queue, the salesperson forgets to follow up before the client's opening deadline.

Common quotation titles

  • Mall storefront signage
  • Vehicle wrap
  • Illuminated sign package

Suggested follow-up cadence

  • Day 1, Day 3, Day 7

Typical loss reasons

  • Delivery timeline
  • Chose competitor
  • Project cancelled

Meeting types

  • Site survey
  • Design approval
  • Installation planning

Commercial cleaning

Recurring contracts and one-off deep cleans.

A facilities manager requests an annual maintenance contract quote. It sits in the inbox. Two weeks later a competitor's follow-up call wins the AMC that was already priced.

Common quotation titles

  • Annual maintenance contract
  • Post-handover clean
  • Move-in / move-out clean

Suggested follow-up cadence

  • Day 2, Day 5, Day 10

Typical loss reasons

  • Chose competitor
  • In-house team hired
  • Budget cut

Meeting types

  • Site inspection
  • Contract review
  • Service walkthrough

Movers

Fast-moving inquiries, sharp competition, easy to forget after quoting.

A family requests three moving quotes on the same day. The first company that follows up within 48 hours — with the right price and reassurance — books the job.

Common quotation titles

  • Local move
  • International shipping
  • Office relocation

Suggested follow-up cadence

  • Day 1, Day 2, Day 4

Typical loss reasons

  • Chose competitor
  • Postponed move
  • Chose DIY

Meeting types

  • Pre-move survey
  • Packing walkthrough

Landscaping

Seasonal peaks, maintenance renewals, design-and-build quotes.

A villa owner asks for a garden redesign in autumn. The team quotes and moves on. Six months later the project is still open — and the client hired someone who kept in touch.

Common quotation titles

  • Villa garden design
  • Irrigation upgrade
  • Annual maintenance

Suggested follow-up cadence

  • Day 3, Day 10, Day 21

Typical loss reasons

  • Chose competitor
  • Postponed project
  • Budget

Meeting types

  • Site visit
  • Design presentation
  • Maintenance review

AC & maintenance

AMC renewals and repair jobs that need proactive chasing.

A property management firm requests AMC renewals for eight buildings. Without a queue, some renewals slip past the expiry date and the contract is lost by default.

Common quotation titles

  • Annual AMC
  • One-off repair
  • Chiller service package

Suggested follow-up cadence

  • Day 2, Day 7, Day 14

Typical loss reasons

  • AMC not renewed
  • Chose competitor
  • Building sold

Meeting types

  • Site inspection
  • AMC renewal meeting

Events & catering

Time-boxed quotations that expire — literally — if not chased.

A corporate client requests a catering quote for an event three weeks away. Every day without a follow-up is a day the client can book someone else — after which the quote is dead.

Common quotation titles

  • Corporate event
  • Wedding catering
  • Conference AV package

Suggested follow-up cadence

  • Day 1, Day 3, Day 5

Typical loss reasons

  • Event cancelled
  • Chose competitor
  • Menu didn't fit

Meeting types

  • Menu tasting
  • Venue walkthrough
  • Final headcount review

Not sure if your industry fits?

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