Follow-ups · part of the Echelon plan
The quote went quiet. Echelon noticed.
Most quotes don't get turned down. They get forgotten — by the customer who meant to reply, and by you, because you were on a roof. Echelon watches every quote and invoice you have out, drafts the follow-up in your voice the moment one goes quiet, and waits for your tap before a word of it reaches anyone.
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A quote nobody follows up on isn't a no. It's a maybe you threw away.
You sent it Tuesday from the driveway. They meant to talk it over with their partner. Thursday you were on a different job, Friday you were quoting three more, and by the next week it felt weird to bring it up. Nobody said no. The job just went cold, and someone else did it in the spring.
The follow-up is the highest-paid ten minutes in the trade and it is always the first thing to fall off the day.
What it's watching.
Four kinds of silence, and they don't get the same message.
Someone who read your quote and went quiet needs a different note than someone who never opened it. Echelon can tell the difference, because it's reading the timestamps rather than counting days since send.
They opened it. Then nothing.
Two days after a customer opens your quote with no reply, Echelon flags it. This is the warm one — they're interested, they stalled, and a nudge lands well. A templated ladder can't see this, because it doesn't know they opened it.
They never opened it at all.
Five days after you sent it, still unopened. That's not a no, that's a buried email. The message Echelon writes for this one is different on purpose: it re-sends the thing rather than asking what they thought of it.
The invoice blew past both reminders.
The standard overdue reminders already went and it's still unpaid. Echelon escalates past the robot with a warm note that offers to sort it out on the phone — because by now it's a conversation, not a dunning sequence.
The season came back around.
Two weeks after the rebook nudge went out and they still haven't booked. One personal note per job cycle, written from what you actually did for them last time. Never a campaign.
How it works.
It writes. You approve. Then it sends.
It spots the silence.
Echelon checks your open quotes and unpaid invoices every hour. It's reading timestamps it already has — sent, opened, paid, booked — not guessing at intent.
It writes the message.
Not a mail-merge. It pulls what the job was, what you quoted, what's been said to this customer before, and writes the follow-up the way you'd write it.
It stops and waits for you.
The draft lands in your Command Center as a card. It does not send. It sits there until you read it — a minute later or tomorrow morning, on the truck or at the kitchen table.
You tap. Then it goes.
Approve it, edit it first, or throw it out. The edits teach it: correct the tone once and the next draft comes back closer to how you actually talk.
Nothing personal reaches a customer without a human tap. That's not a preference you switch on. It's how the thing is built — the AI can draft and it can queue, and sending is a button only you press.
The two halves.
The routine one runs itself. The personal one waits for you.
Being straight about this matters more than sounding clever: some follow-ups do go out on their own, and you should know exactly which.
Templated · sends on its own
The standard check-in ladder.
Plain, predictable reminders on your open quotes and overdue invoices. Same wording every time, no AI involved, and it only runs if you switch it on. Turn it off and this half goes silent for good.
Personal · waits for your tap
The one written for this customer.
Written from the actual job, the actual quote, and everything said to this person before. It never sends itself — it waits in your Command Center until you approve it. This is the half that wins jobs back.
The two never collide. If the templated ladder already covered a quote, Echelon doesn't draft a personal one on top of it — and if you turned the ladder off, the personal side picks up the quotes it would have handled.
What's included.
Everything follow-ups do in the one plan.
It never double-texts.
Every follow-up is deduplicated against what's already gone out — templated and AI both. The same customer is never chased twice for the same thing, even when two systems notice at once.
Accepted jobs drop off the list.
The moment a quote becomes an invoice, it stops being chased. Badgering someone about a job they already said yes to is the fastest way to look like software.
Written from memory, not a template.
It knows this customer, this job, and your last three exchanges. That's why the draft reads like you and not like a CRM.
You can turn the robot off.
Don't want the plain templated ladder running? Switch it off, and Echelon covers those quotes personally instead. It adapts to which half you want.
Overdue invoices, chased warmly.
The reminders go first. When they're spent and it's still unpaid, the escalation is a human note offering to talk — not a fifth copy of the same email.
Last season's customers, revived.
One personal rebook note per job cycle, from the record of what you did for them. The cheapest work you'll ever win is work you already did once.
Everything in one feed.
Drafts waiting on you live in the Command Center. Nothing needing you means nothing there — it's not an inbox you have to clear.
Nothing sends behind your back.
The rule that makes the rest of it usable: anything personal waits for a human tap. Not a setting you have to find. How it's built.
Why it sounds like you.
The follow-up is written from memory.
Every call, quote, text, invoice, and job feeds a private record of how your business works. That's what the draft is written from, and it's why it reads like you rather than like a reminder. The longer Echelon works for you, the less editing you do.
See what Echelon remembers →One plan, $299/mo
Quotes, invoices & customers: one plan.
Quoting, invoicing, follow-ups, an answered phone, and a customer database that remembers every job, all in the one Echelon plan at $299/mo CAD (same in USD). Unlimited quotes and invoices, no per-seat fees.
Follow-up FAQ.
Questions owners actually ask.
Does it send messages to my customers without asking me?
The personal ones, never. Anything Echelon writes for a specific customer lands in an approval queue and sits there until you tap approve. You can read it, edit it, or throw it out. The only messages that go out on their own are the plain templated ones you switch on yourself in settings — the standard "just checking in on that quote" ladder — and you can turn those off entirely.
How does it know a quote went quiet?
It watches two different kinds of silence. If the customer opened your quote and two days went by with no reply, that's someone who's interested and stalled. If five days went by and they never opened it at all, that's a different problem — the email probably got buried. Echelon can tell those apart, and writes a different message for each.
Will it sound like a robot wrote it?
It's writing from your business's memory, not from a template. It knows what the job was, what you quoted, what you've said to this customer before, and how you write. The draft comes out in your voice — and if it's off, you edit it before it goes and Echelon takes the correction.
What about invoices that don't get paid?
Same idea, further down the line. Overdue invoices get the standard reminders first. When those run out and it's still unpaid, Echelon escalates past the robot: a warm, human note that offers to talk it through. That one waits for your tap too, because at that point you're managing a relationship, not a workflow.
Will it nag my customers?
No. Every follow-up is deduplicated against what's already been sent, so the same customer never gets chased twice for the same thing — not by the templates, not by the AI, and not by both at once. And a quote that's already become an invoice is dropped from the chase list entirely. Nothing is worse than badgering someone about a job they already said yes to.
What about last year's customers?
When a job cycle comes back around and the customer hasn't rebooked, Echelon writes one personal note about it — one per cycle, not a campaign. Most trades have a whole season of revenue sitting in the customers they already did good work for.
Where do I see all this?
The Command Center — your home screen in Echelon. Drafts waiting on you appear as cards you can approve, edit, or dismiss with a tap. If nothing needs you, nothing's there.
What does it cost?
Nothing extra. Follow-ups are part of the one Echelon plan at $299/mo CAD (same in USD), with unlimited quotes and invoices, no per-seat fees, cancel anytime. 14-day free trial, no credit card.
Included with every new subscription
We sit down with you and train you on it.
Every new subscription comes with a free 1-on-1 training session: in person if you're in the Lower Mainland, live video anywhere else. We walk you and your crew through the whole thing on your own jobs. After that you can call us anytime at no extra charge. A real human, no tickets, no upsell.
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