Use cases / Speed up quote approvals

From quote to job in hours, not weeks

The situation

You put together a solid quote on Tuesday and sent it by email. Since then: silence. Two weeks later you call to check in and hear the email landed in spam. Meanwhile, the customer is tying up your capacity, you can't plan your month - and worst case, a faster competitor has already won the job.

How SmartChat solves it

With SmartChat, you give customers a WhatsApp heads-up for every quote and get the approval right in the chat: the customer replies with a quick yes, you lock in the date. Because WhatsApp messages have a 98% open rate, no quote gets buried in an inbox anymore - and you often know where you stand the very same day.

Set up in 3 steps

  1. 1

    Capture the contact during the site visit: right there at the appointment, the customer signs up via double opt-in - completely hassle-free and GDPR-compliant.

  2. 2

    Send a heads-up: as soon as the quote goes out, follow it with a WhatsApp message offering to hold a start date - so it stays top of mind instead of buried in the inbox.

  3. 3

    Follow up in a friendly way: if nothing comes back after a few days, send a short reminder from your template - no more playing phone tag.

Best suited for

Plumbing companiesPainting companiesRoofersWindow installersElectrical contractorsLandscaping companiesCarpentry businesses

Womit du das umsetzt

FAQs

Can I send the quote directly in WhatsApp?

You can share documents in the chat, or send the quote by email as usual and give a heads-up on WhatsApp. Many businesses do both: email for the paper trail, WhatsApp for the fast reply.

Doesn't following up on WhatsApp feel too forward?

Most customers see a friendly reminder after a few days as good service - many simply forgot to reply. Tone makes all the difference, and you set it in your template.

Is a yes in the chat even binding?

For the formal contract, you can still collect a signature or a confirmation by email. The chat speeds up the decision - you get a clear answer right away and can plan around it.

What does SmartChat cost me for this?

Plans start at 299 euros a month, with unlimited contacts. Meta bills the WhatsApp fees directly to you, with no markup from SmartChat.

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