A personal thank-you, written before you reach the truck
Say or type a sentence about the appointment — the house, what you found, what you offered — and a warm, specific follow-up is written for you. It names the day you were there and the products you talked about, and it goes out with their quote attached. It sends from your own email with you copied in, so it reads like it came from you, because it did. Nothing is sent until you have read it.
- 1A draft in your Gmail — you press send
- 2Attach the quote, or not
- 3Say or type a line about the visit
- 4Or dictate it
- Tap Email Cust Quote on the customer's card as you leave.
- Say or type a line or two about the visit.
- Read the draft, change anything you want, and send.
What it does, step by step
- Tap Email Cust Quote on the customer's card as you leave.
- Say or type a line or two about the visit.
- A personal follow-up is written, naming the day and the products, with the quote attached.
- Read it, change anything, and send from your own email.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Writing a thank-you email | 10–15 min | About 2 min |
Typically 1–2 hours a week.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- The wrong quote or name in the emailIt is built from that customer's job.Guesstimate: wrong-detail emails close to zero
- A follow-up forgottenIt is one tap on the card as you leave.Guesstimate: most missed follow-ups gone
Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.
Who it helps
- The repA personal email written before you reach the truck.
- Office & installersCustomers have their quote in writing.
- The customerA specific, warm follow-up the same day.
- The managerFollow-ups that actually go out.
Feature LHM-F-47 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy