Automation add-ons
What could run quietly behind Quayward Supply
Small automations that save time and catch the things that slip. Each is shown as a step-through example for a trade supplier. Press the button to move time forward and see what would be sent.
Demo. The business and every name here are fictional. Nothing on this page sends an email or text, and nothing you do here is stored.
Quote chasing
Open quotes get followed up at set intervals until they are won or closed, so none go quiet by accident.
Starts when: A quote is sent and not yet accepted.
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Day 3 Email to customer
Any questions on quote Q-2041?
Just checking you received our quote for the pallet of 12 ovens. Happy to adjust quantities or delivery.
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Day 7 Email to customer
Quote Q-2041 valid until Friday
A reminder that the price is held until Friday.
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Day 14 Owner alert to you
Quote Q-2041: call?
No response after two nudges. A phone call is next.
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When won or closed Stop to system
Chasing stops straight away.
- You see
- Quotes open, won after a nudge and the value won.
- Safeguards
- Stops on acceptance, decline or reply.
- Price
- Setup £200, then £35 a month
Reorder reminders
Regular buyers are reminded before they run out, with the last order ready to repeat.
Starts when: A buyer’s usual reorder date approaches.
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A week before usual Email to customer
Time to reorder?
You usually reorder around now. Your last order is ready to repeat in one click: [link].
- You see
- Reorders from reminders and any buyer who has gone quiet.
- Safeguards
- One reminder per cycle.
- Price
- Priced on request, after a short call
Overdue invoice chasing
Overdue invoices are chased politely and firmly, in a tone matched to the customer’s history.
Starts when: An invoice passes its due date.
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1 day overdue Email to customer
Invoice INV-3307 was due yesterday
A friendly reminder that INV-3307 for £1,260 was due yesterday. The statement is attached.
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14 days overdue Email to customer
Invoice INV-3307 now 14 days overdue
Please let us know when payment will be made, or if there is a query.
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30 days overdue Owner alert to you
INV-3307: time to phone
A phone call is the next step. Account held for new orders.
- You see
- Outstanding by age and who has been chased.
- Safeguards
- Stops when paid. Tone follows the customer’s payment history.
- Price
- Priced on request, after a short call
Weekly summary
One short email each Monday with the numbers that matter and anything that needs attention.
Starts when: Every Monday morning.
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Monday 8am Email to you
Last week at Quayward Supply
Sales £1,840 (up 12%). 3 baskets recovered (£212). 2 products low on stock. 1 enquiry waiting 2 days. Best seller: oak chopping board.
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The Monday after Email to you
Last week at Quayward Supply
Sales £1,610 (down 12%). 1 basket recovered (£64). All products in stock. No enquiries waiting. Best seller: linen tea towels. Suggestion: the oak chopping board sold well last week, so feature it again.
- You see
- Sales, enquiries, anything stuck and one suggestion for the week.
- Safeguards
- Plain text, one screen. Unsubscribe any time.
- Price
- Setup £100, then £15 a month