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Inquiries and follow-ups

Inquiries, booked consultations, the details a quote needs, and follow-up calls stop scattering, so nothing slips between the channels they arrived on.

  • First response time
  • Fields missing before a quote
Inquiries and follow-ups
What Velros AI runs

Where the inquiry came from, what was discussed, the terms of the quote, and every follow-up stay on one thread, so the customer you missed and the moment to call back are both obvious.

What's included

Every inquiry gets a follow-up before it goes cold.

This is the actual work Velros AI takes on here. Open any of it to see how it gets handled.

Who asked what, and when, never gets lost.

Inquiries from every channel land in one queue, sorted and drafted with the missing details already requested, while quotes and contracts wait for a person.

What this board leaves behind

  • First response time
  • Fields missing before a quote
  • Follow-ups completed

The judgment that stays with a person

Inquiries and follow-ups

The operating record shapes what gets handled next

First response time Fields missing before a quote Follow-ups completed
V

Where an expert comes in

V

The Velros workroom

Today's work and today's approvals, kept apart

Measure First response time
Measure Fields missing before a quote
Measure Follow-ups completed

A final price, a contract, and any discount exception go back to the customer only after the rep or a person confirms.

Inquiries and follow-ups

We gather the inquiries scattered across messaging, search, and email into one queue and sort them into new, quote, and follow-up.

We draft the reply, request the missing details, and build the pre-quote checklist, then hand the quote and the contract to the rep.

We keep what was discussed, the follow-up history, and the customers who fell through, and turn them into the next call and the rule behind it.

In depth

The deal you lost because the quote was late leaves no trace on the quote

A salesperson's hours go into preparation, not selling. Gathering what a quote needs, chasing the ones who did not reply, researching a company before the meeting. When the preparation is late, what disappears is not selling time. It is the deal.

The day this team has

  1. Take the lead and qualify it

    Where it came from, what it wants, whether it buys now.

  2. Collect before quoting

    Product, quantity, delivery, address, invoicing details, all in one ask.

  3. Draft the quote

    From the price list and past terms. The number stays a draft.

  4. Follow up on a cadence

    A different next step for the ones who replied and the ones who did not.

  5. Brief before the meeting

    Research and the history of contact, on one page, handed over.

What only a person confirms

Price and discount
Margin is at stake.
Committing to a date
Only somebody who knows the line can promise it.
Terms for a new customer
Credit and deposits are a judgment about risk.

What it is measured by

  • Response time to a lead

    Answering first helps in every trade. Measure it on your own pipeline.

  • Rounds before a quote

    How many times you had to ask again is the quality of the preparation.

  • Follow-ups missed

    A deal that died of being forgotten appears in no metric, so it is counted separately.

Questions

Does it replace the salesperson?
No. It replaces the preparation. Selling is a person's.
Do we change CRM?
No. Your records are read, and what is missing or forgotten is flagged.
Does it price automatically?
No. The draft stays inside your price list, and a person fixes the number.

Pages to read next

Once one piece of work is sorted, the work on either side of it can widen to the same standard.

Sort out sales intake first, and fewer customers slip through.

Talk about our work

We work on the channels you already use

We cut the repeat checking first

We leave the approvals that need a person