Remind Buyers Before Your Quote Expires — Urgency Without the Chase
Quotes with expiry dates create urgency only if the buyer remembers. Remind them three days before expiry — a natural, non-pushy reason to close now.
- 1
Log Sent Quotes
Add each quote with its amount and expiry date to Airtable.
- 2
Watch the Deadlines
Add a
Schedule Triggerfinding quotes expiring within 3 days, still undecided. - 3
Send the Reminder
Add a
Gmailnode: pricing holds until Friday, happy to answer anything before then. - 4
Handle the Lapse
On expiry with no response, mark it lapsed and queue a light follow-up for later.
- 5
Activate and Test
Activate the workflow with a test quote expiring soon. Confirm the reminder fires.
Frequently asked questions
Isn't this pressure?
It's a service — buyers genuinely lose track, and a factual deadline note reads as helpful, not pushy.
Should quotes expire at all?
Yes — open-ended quotes remove every reason to decide. 14–30 days is standard.
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