AI Follow-up for Distributors. The unopened job quote chased before the bid date.
AI Follow-up runs sequences after the RFQ, the quote, the new-account request and the will-call booking. The unopened bid gets a polite nudge, the new account hears what is still missing for its first order, and a reply from the buyer stops the sequence and alerts the territory rep.
TRY AI FOLLOW-UP FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Follow up every job quote on day 2 and day 5, then alert the rep.”
Lisa“Done: job quotes now get a reminder on day 2 and day 5, then the rep is alerted. Should re-order quotes follow the same steps?”
Any setting, in any module · applied only on your yes
How Distributors use it
A quote for a warehouse lighting job sits unopened for three days; the AI sends a short reminder ahead of the contractor's bid date.
A new account approved for terms gets day 1, day 3 and day 7 messages on how to order, pick up and return.
A buyer answers the second reminder with a question about lead time; the sequence stops and the territory rep is alerted.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Sequences after a lead, a demo, a quote, a booking, by stage
- Presets suggested from your knowledge; the AI writes and tunes the steps with you
- A reply stops the sequence and alerts the owner; consent rules respected
- Templates in the customer's language; every touch on the customer's record
- Deliverability report: bounces, complaints, engagement
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Follow-up does, for every business ›
Works withAI MarketingAI Auto-CallAI DemoAI QuotingAI Booking
Questions & answers
AI Follow-up for Distributors: questions & answers
Can an AI follow up on quotes for a distributor?
Yes. Each open quote gets a sequence you approve, in the buyer's language, and the follow-up stops the moment the buyer replies. The rep who owns the account is alerted with the reply, so nobody chases a contractor who already ordered.
Does follow-up respect buyers who opt out?
Yes. Consent rules are respected, so a buyer who opts out stops receiving those sequences. Every message that was sent stays on the account's record, and the deliverability report shows bounces and complaints.
Can the follow-up steps be written for our trade?
Yes. The AI suggests steps from your own knowledge, such as the spec sheet for the quoted item or the holiday cutoff change, and tunes them with you. Templates go out in each buyer's language.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Distributors ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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