---
title: Finance Quote Follow-up
language: en
page: use-cases/finance-sales-support
url: https://spoki.com/en/use-cases/finance-sales-support
generated_at: 2026-03-19T05:19:17.866Z
format: LLM-friendly Markdown
version: 1.0.0
---

# Finance Quote Follow-up

**Sales**

Automate follow-up on quotes sent to potential clients to increase conversions.

## The Challenge

Many quotes are sent but not all turn into contracts. Manual follow-up requires time.

## How It Works on WhatsApp

### Automatic Sending

After sending the quote, schedule a follow-up message.

### Interest Check

Ask for feedback and respond to any doubts or questions.

### Escalation

If the client is interested, connect with a consultant to close.

### Nurturing

If not ready, maintain contact for future opportunities.

## Business Impact

- **+25%** Quote conversion
- **98%** Response rate
- **-50%** Follow-up time
- **+20%** Contracts closed

## Customization Options

Adapt this solution to your process:

- Custom timing
- Multi-step sequence
- Expiring offers
- Alternative comparison
- Objection FAQs
- Call booking

## Example Conversation

**🤝 BusinessBot** (Online)

**🤖 BusinessBot:** Welcome! 🤝 How can we help your business today?
> 📋 **B2B Services** - Professional solutions for your business
> • [Request a quote]
> • [Schedule consultation]

**👤 Cliente:** I need information about your services

**🤖 BusinessBot:** Of course! 🤝 Here's what we offer:

📊 Consulting Services
🔧 Implementation Support
📈 Growth Strategies
🎓 Training Programs

Which area interests you most?
> • [Consulting Services]

---

## Ready to Increase Conversions?

Don't miss more opportunities with automatic follow-ups.

**Action:** Get Started with Spoki

