Abandoned Quote Recovery Workflow
Re-engage prospects who received a quote but never responded. Automated multi-touch follow-up sequence with personalized messaging, objection handling, and escalation to phone outreach for high-value opportunities.
Flow Diagram
graph TD\n A[Daily Stale Quote Scan] --> B[Segment Quotes]\n B --> C[AI Generate Follow-Up]\n C --> D{Which Channel?}\n D -->|High Value| E[Email + WhatsApp + Phone]\n D -->|Engaged| F[Email + WhatsApp]\n D -->|Standard| G[Email Only]\n E --> H{Response?}\n F --> H\n G --> H\n H -->|Yes| I[Route to Sales]\n H -->|No, <3 attempts| C\n H -->|No, 3 attempts| J[Mark Lost]Steps
- 1
Detect Stale Quotes
Daily scan of quotes database for proposals sent 3+ days ago with no response. Filter by quote value and customer segment for prioritization.
Cron daily at 9am: SELECT * FROM quotes WHERE status=SENT AND sent_date < NOW()-3days AND response IS NULL
- 2
Segment by Value and History
Categorize stale quotes: High-value (>000) get phone+email, repeat customers get softer touch, first-time buyers get educational content. Check if customer opened original email.
Segment rules: value>3000=HIGH, previous_orders>0=REPEAT, email_opened=true=ENGAGED
- 3
Generate Personalized Follow-Up
AI creates follow-up email addressing likely objections based on product type and customer segment. Include relevant case study or testimonial. Vary tone by attempt number.
DeepSeek generates email. Attempt 1: helpful check-in. Attempt 2: address price/timeline objection. Attempt 3: limited-time offer or alternative product
- 4
Multi-Channel Outreach
Send follow-up via email. For high-value quotes, also send WhatsApp message and create phone call task for sales rep. Track all touchpoints.
IF segment=HIGH THEN email+whatsapp+phone_task ELSE IF segment=ENGAGED THEN email+whatsapp ELSE email_only
- 5
Track Response or Close
Monitor for replies across all channels. If customer responds, route to sales rep with full context. After 3 attempts with no response over 21 days, mark as lost and log reason.
On reply: notify sales rep with conversation history. After 3 attempts: update quote status to LOST, add to re-engagement list for 90-day follow-up
Tools Required
Estimated Monthly Cost
/month (AI + messaging)
Download This Workflow
Enter your email to get the n8n-compatible JSON file. One-time unlock for all workflows.
Need This Workflow Customized?
We can match this automation to your specific equipment and process.
Get a Quote