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Sales and Quoting Agent

They wrote to you 45 seconds ago. Their phone is already ringing.

Whoever asks on a Saturday night doesn't wait until Monday: they ask three vendors and buy from the one who answered first. This agent answers right away, qualifies, quotes and chases that quote until it closes or truly falls through.

✓Calls back in under a minute, not 47
✓Builds the quote and sends it, with a copy to your salesperson
✓Knows why each quote is stalled, not just how many days it's been
Saturday, 7:50 p.m.

45 seconds later

19:50:12 — Someone fills out the form asking about electronic invoicing.

19:50:57 — Their phone rings.

Agent: “Good evening, I'm returning your call about your inquiry a minute ago on electronic invoicing. If you'd prefer I write to you, I can do that too. How many invoices do you issue a month?”

Customer: “like 800, we're still on Excel”

On Monday your salesperson opened the system and already had the proposal sent, the customer qualified and the meeting booked.

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The first minute

The 47 minutes that cost you the sale.

The average company takes 47 minutes to respond to a sales inquiry. In Panama, with a Saturday message, it's two days. And the chance of booking a meeting doesn't drop slowly: it plummets.

If you respond in 5 minutes Baseline

They still have the intent and haven't written to anyone else. It's the only window where you're competing only against doubt, not against another vendor.

If you respond in 30 minutes 10 times less likely

The chance that inquiry ends in a meeting drops tenfold. Not by half: tenfold. They've already asked two others.

With the agent Under 1 min

It calls back before they finish reading your competitor's page. And if they'd rather be written to, it offers that in the first sentence.

Teams that call within the first minute book between 30% and 50% more meetings than those working with salespeople alone. Not because they sell better — because they get there first.

The second leak, which is the big one

How many of your quotes did you follow up on three times?

Your salesperson sends thirty quotes a month and chases eight. The other twenty-two go cold on their own. Not out of laziness: because they're serving the customer in front of them. Nobody can sustain that, and that's exactly the part that can be delegated.

1

It doesn't count days. It understands why.

A reminder on day 3, 7 and 14 is ten-year-old automation, and the customer recognizes it. The agent reads the conversation and understands why it stalled: the price, the timing, the owner still has to approve, or they already bought from someone else.

2

It adapts the follow-up to that reason

The one who stalled over price doesn't get the same message as the one waiting for the owner's signature. One gets offered an alternative; the other gets time and the material to make the case internally.

3

And it tells you the real status

Your salesperson opens the system on Monday and sees: three waiting for owner approval, two fell through over price, one has been silent for eight days and isn't worth pushing anymore. Not a to-do list: the status of each negotiation.

No tool on the market does this last part, not even the ones that charge five thousand dollars a month. They all count days.

The comparison you're going to make anyway

There are WhatsApp bots from $29 a month. It's not the same thing.

And you should know the difference before comparing prices, because they're two different categories solving two different problems.

A bot answers questions

Hours, address, list prices, FAQs. It captures the data and puts it in the system. That's what it's for, it does it well and it costs what it costs.

This one calls and quotes

It calls back by phone in under a minute and builds the quote with your prices, your discounts and your real terms. A bot does neither.

And it chases what it sent

It follows the quote for weeks and understands why each one stalled. That's where your money is slipping away, and that's where no bot goes.

If what you need is someone to answer with your hours and address at nine at night, hire the $29 bot and save yourself this. We'll tell you the same in the assessment. This is for when what you're losing is quotes.

The pain

The most expensive thing you lose is the person who already wanted to buy from you.

Getting someone to ask costs time and money. Leaving them waiting throws that effort in the trash.

The interested buyer doesn't wait

They asked three vendors the same day. They keep talking to the one who answered first; they don't even reply to the other two anymore.

Proposals take days

You have to ask the customer for their details, put the document together, review it and send it. Between meetings and visits, that takes two or three days. And the customer goes cold.

Nobody records who asked

The conversation stayed in someone's personal WhatsApp. It never made it into the CRM, nobody followed up and two weeks later nobody remembers that name.

And the worst ones are at night and on weekends: someone wrote to you on a Saturday and by Monday they'd already gone with someone else.

What it is

The one who handles the hot lead, whatever the hour.

It receives the inquiry on any channel, explains the service, asks the questions needed to size up the case, builds the proposal and sends it. Everything is logged in the CRM.

It doesn't go out looking for customers

This one serves whoever already arrived. If what you want is for it to go out and mine new customers on LinkedIn and commercial databases, that's the Prospecting Agent, and it's a different service.

It doesn't make up answers

It answers with what you loaded about your services, your plans and your terms. If it's asked something that isn't defined, it says so and passes the case to your salesperson.

It doesn't close the sale

It leaves the customer qualified, with the proposal in their inbox and the full conversation in the CRM. Negotiating and closing are still your salesperson's job.

How it works

From the first question to the proposal sent.

1. Receives the inquiryOn WhatsApp, your website, Instagram or Messenger. At any hour, weekends included.
2. Answers questionsWhat the service includes, how it works, how long delivery takes. With what you defined, not whatever it comes up with.
3. Qualifies the caseAsks the questions needed to size it up: volume, current system, size, urgency. You define them.
4. Captures the detailsCompany name, contact, email and whatever else is needed to quote formally.
5. Builds the proposalWith the plan that fits based on the customer's answers, and sends it by email in your format.
6. Logs and notifiesThe prospect enters the CRM with the full conversation, and your salesperson gets notified to follow up.
Who does what

Prospecting, sales and your salesperson are three different things.

It's worth being clear on this before hiring: one opens the door, another serves whoever walks in, and the person closes.

TaskProspecting AgentSales AgentYour salesperson
Finding companies that don't know youYes, on Apollo and LinkedInNoDoesn't have the time
Cold-writing to the decision-makerYesNoPuts it off
Handling warm inquiriesNoYes, 24/7Yes, if available
Explaining the service and answering questionsNoYesYes
Qualifying and capturing detailsPartiallyYesYes
Putting together and sending the proposalNoYes, by emailYes, more slowly
Logging everything in the CRMYesYesSometimes, late
Visiting and negotiatingNoNoYes
Closing the saleNoNoYes

In one sentence: the prospecting agent opens the door, this one serves whoever walks in, and your salesperson closes. See the Prospecting Agent.

How much you can gain

The math, on 200 inquiries a month.

Ranges for sizing, not a promise. In the assessment we calculate them with your real history of inquiries and closes.

First response time 2 min

Versus the hours or days it takes today. In services where the customer asks three providers, answering first usually decides who they keep talking to.

Inquiries no longer lost +15 to 25%

The ones at night, on weekends and the ones that currently get no follow-up. On 200 a month, that's between 30 and 50 opportunities back in play.

Salesperson time 30 h / month

What today goes into explaining the same thing a hundred times, asking for details and building proposals. That time goes back to visiting and closing.

If your average ticket is $1,500 and you recover 30 inquiries a month with a 10% close rate, that's about $4,500 a month in sales you're losing today. The service costs $349 a month. Run the numbers with your own figures: if it doesn't add up, we'll tell you.

How we do it

Three weeks of work, explained.

The hard part isn't getting it to reply. It's making sure it doesn't promise what you don't sell or send the wrong proposal.

1

We load your real offering

What services you sell, what each one includes, what plans you have and what you don't do. Without this, the agent improvises and commits you to something you can't deliver.

2

We define the qualifying questions

What you need to know about the customer before you can quote them: volume, current system, size, timeline. And which answers rule out a case, so no time is wasted.

3

We build the proposal and the handoff

Your proposal template, with the rules for which plan applies based on the answers. And the rule for when it's assigned to the salesperson and how they're notified.

When you need it

If any of these happens to you, it'll help.

People write to you after hoursAnd when someone replies the next day, the customer has already talked to someone else.
You explain the same thing all dayThe same five questions, over and over, eating up your best salesperson.
Proposals take daysBetween asking for details, building the document and sending it, three days go by and the customer goes cold.
Inquiries don't reach the CRMThey stay in someone's WhatsApp and nobody follows up.
Estimate

Calculate what you're losing today.

Three figures you already know about your operation. We tell you how much what goes cold is worth, and what it would cost to plug the leak.

40
Through the website, WhatsApp, email or referrals
$2.000
What a new customer bills on average

How fast you respond today

Additional sales per month 0.7 – 1.2 Sales you lose today from replying late and from quotes nobody chases. It's an estimate based on market assumptions, not a promise.
Monthly, estimated from $349/mo
Setup from $1,890

Where that number comes from

    The math assumes you currently close about 15% of the inquiries you get. If you already respond within minutes and chase all your quotes, your gain here is small and we'll tell you so. The real number comes from reviewing your operation, not from this slider.

    Book the assessment with these numbers

    We review how many inquiries you get, how fast you respond and how many quotes go cold on you.

    The monthly fee includes 300 quotes a month; each additional quote, $1.00. Callbacks are charged per minute used, with a monthly bundle included. Need to go out and find new customers instead of serving the ones who already arrived? That's the Prospecting Agent.

    Frequently asked questions

    What people ask before deciding.

    How is it different from the Prospecting Agent?

    This one serves whoever already came asking about your service: it answers questions, qualifies, captures details and sends the proposal. The Prospecting Agent goes out looking for people who don't know you in commercial databases and LinkedIn, and its goal is to get you a meeting. They're different services and are contracted separately.

    Can it promise something we don't sell?

    No. It answers only with the offering you loaded: your services, your plans and your terms. If it's asked about something outside that, it says so plainly and passes the case to your salesperson instead of improvising.

    Will it replace my salesperson?

    No. It takes over explaining the same thing a hundred times, asking for details and building proposals, which is mechanical work. It leaves them the visit, the negotiation and the close, which is where a salesperson earns their salary.

    What if the customer wants to talk to a person?

    It hands them over immediately with the full conversation, and never pretends to be human if asked. Nor does it leave the customer going in circles.

    Why two payments and not just one?

    The initial payment is loading your offering, defining the qualifying questions and getting the proposal and CRM connected: it's done once. The monthly fee is keeping it serving customers and adjusting when your plans or prices change.

    15-minute call

    Bring us last month's inquiries and we'll tell you how many fell through.

    One hour of consulting. We look at how long you take to respond today, how many were left without a proposal and how many never made it into the CRM. If your process is already fast, we tell you and don't sell you anything.

    ✓No commitment, no contract involved
    ✓We give you the calculation in writing
    ✓We reply the same business day

    Request the Sales Agent

    $1,890 today and $349 a month once it goes live. Setup in 15 business days.

    Request assessment
    Would you rather talk it over first? Book a 15-min call → See the Prospecting Agent →