Our Workflows
The follow-up message you keep meaning to send doesn't get sent. The returning customer asks 'remember me?' and you don't. An AI agent fixes both, automatically.
hrs/week saved
20-40% recovery rate on quotes you'd otherwise have lost
The Problem
You sent a quote on Monday. By Thursday you haven't followed up because you've been on five jobs and your brain is mash. The customer has either booked someone else or just forgotten. Returning customers ring you about 'that thing you did last year' and you're scrambling to remember which house, which job, which price. Both problems eat revenue and neither feels solvable without hiring an office manager.
How It Works
When a quote goes out, the agent starts tracking. No action needed from you, it just watches in the background.
If the customer hasn't replied or booked, the agent sends a polite check-in: 'Hey, just following up on the quote for [job]. Any questions? Happy to chat through it if anything wasn't clear.' Sounds like you, not a robot.
Last warm message, optionally with a small incentive or scheduling nudge. Configurable to your style. After this, the agent stops chasing and marks the lead as cold.
When an old customer messages, the agent automatically pulls their job history: last service date, what was done, what was charged, any notes. You get a one-line summary before you respond: 'Sarah at 42 Oxford St — fixed her hot water unit Aug 2025, $580, recommended replacement within 2 years.'
Jobs requiring follow-up service (annual checks, warranty inspections, scheduled maintenance) get queued automatically. Agent reminds you and the customer at the right time.
Every automated message is visible to you in real-time. Pause, edit, or kill any follow-up in one tap. The agent handles the routine work, you handle anything that needs judgment.
hrs/week saved
20-40% recovery rate on quotes you'd otherwise have lost
What's Included
What's Not Included
Timeline
Week 1
We review your past quote follow-ups, your tone, your timing, your job types. Set up rules for what gets followed up, when, and how.
Week 2
Agent built, CRM connected, message templates calibrated to your voice. Test runs against past completed quotes to validate output.
Week 3
Agent activates on real new quotes and customer enquiries. You monitor closely for a few days, we refine, then full handover with 30 days of standby support.
Best Fit For
Questions
Related
Onboard new clients in 10 minutes instead of 2 hours.
Cut BAS prep time by 75% with AI-powered transaction triage.
Client documents named, filed, and tagged the second they arrive.
Walk into tax season with workpapers already prepped.
Every client email gets a thoughtful draft response, ready for review.
Capture, qualify, and ballpark new quote requests in under 60 seconds.
30-minute discovery call. We'll figure out if this workflow fits your business, what the actual ROI would look like for you, and whether there's a better starting point.
Or email us at enquiries@npclabs.com.au