Open-Quote Follow-up Nudger

The problem this kills

Quotes don't die because the price was wrong. They die because nobody followed up. A rep sends a quote on Tuesday, gets busy, and by the time anyone remembers it, the customer has gone quiet or bought elsewhere. Multiply that across a whole team and you're leaking real revenue to silence.

The usual "fix" is a sticky note, a calendar reminder, or a spreadsheet column nobody updates. None of it scales, and none of it survives a busy week.

This Implementation Plan gives you a tool that watches your open quotes for you, knows when each one is going cold, and writes the follow-up email so your rep just has to read it, tweak it, and hit approve.

What you'll build

A small, private web app for your inside sales team that:

• Imports your open quotes from a CSV or Google Sheet (no system integration required to start).
• Flags quotes that are aging based on a cadence you choose (for example: nudge at day 3, day 7, and day 14).
• Uses AI to draft a personalized follow-up email for each aging quote, using the customer's name, the quote number, the amount, and what was quoted.
• Shows each draft to the assigned rep, who can edit it, then approve or skip.
• Sends approved nudges through Resend and logs exactly when each reminder went out.
• Automatically stops nudging a quote the moment it's marked won or lost.

What's inside the Implementation Plan

• A discovery interview first. Before it builds anything, the plan has the AI agent interview you about how your team actually quotes and follows up - your fields, your stages, your naming, your cadence, your edge cases. The tool is tailored to your business, not a generic template.
• A clear definition of done so you know exactly when you're finished.
• Step-by-step build instructions, each ending with a ready-to-paste prompt.
• A data model shaped around your real quote and contact fields.
• A configurable follow-up cadence you can change without touching code.
• The full governance layer (below).
• A no-API fallback so you can build and use this today from a Google Sheet or CSV, with a clean CSV export back out.

The governance it includes (this is the point)

This isn't a script that blasts emails. It's a controlled internal tool with the guardrails ops and sales managers actually need:

• Login so only your team can open it.
• Row-level security so each rep sees their own quotes and your data stays isolated.
• A human-in-the-loop approval gate - the AI only ever drafts; a real person reviews, edits, and approves before a single email goes to a customer.
• A complete audit trail of who approved what and when each nudge was sent.
• Duplicate guards so the same quote can't get nudged twice for the same step, even if you re-import the sheet (the dedupe key is quote number + nudge step).

Who it's for

Inside sales reps who are juggling too many open quotes to chase them all by hand, and sales managers who want follow-up to happen consistently across the team - without nagging anyone or trusting a spreadsheet to remember.

You've got this - paste the first prompt and let the agent interview you.