Sales Horizon: 90 days Measured by 40% accepted

Raise Quote Acceptance Rate to 40% in 90 Days

This goal helps businesses improve their sales quote acceptance rates by ensuring every quote receives structured follow-up. Over 90 days, Katteb agents systematically engage prospects to raise the percentage of accepted quotes to 40%.

What you type to the agent

Raise the share of quotes that turn into orders to 40 percent in 90 days by following up on every quote three times.

Set this goal in Katteb Press the button and this lands in the chat box, ready to send.

Goals run on the Goals plan: five agents at once, schedules, memory and a daily report.

Who This Is For and When It Pays Off

This goal is designed for sales-driven businesses that rely on quotes to convert leads into customers. It is especially beneficial for companies with a formal quoting process and a manageable volume of quotes to monitor.

It pays off when follow-up is inconsistent or manual, leading to missed opportunities. Companies that want steady, predictable improvements in their order conversion should consider this goal.

Sales teams looking to improve quote-to-order ratios.
Businesses with a moderate to high volume of quotes issued regularly.
Companies needing systematic outreach without increasing manual workloads.
Enterprises wanting measurable sales process improvements over 3 months.

How the Katteb Agent Does It, Step by Step

The agent works across the user’s CRM, email, and other sales tools to track and follow up on quotes.

Access the user's CRM platform (e.g., Salesforce, HubSpot) to identify newly issued quotes.
Record each quote and the associated contact details for follow-up scheduling.
Send an initial follow-up email or message within a predefined timeframe after the quote is sent.
Send two additional follow-ups at spaced intervals, using personalized, professional messages to prompt action.
Log all communications and track response status within the CRM and Katteb dashboards.
Adjust follow-up timing or messaging strategies based on response data and user feedback.
Notify the user daily with a summary of completed follow-ups, responses, and outstanding quotes.
Report progress toward the 40% acceptance rate target weekly with actionable insights.

What You Give the Agent Before It Starts

The agent requires access credentials and permissions to your CRM, email account, or sales communication tools.

Clear information on your typical quoting process and any templates or messaging preferences you want the agent to use.

Login credentials for your CRM or quoting software with read/write access.
Access to the email or messaging platform used for customer communication.
Details about your current follow-up practices and any messaging templates.
Your specific goal parameters, including the 90-day horizon and 40% acceptance rate target.

What a Good Result Looks Like

A good result is achieving an increase in your quote acceptance rate to 40% or more within 90 days.

You receive a daily digest of follow-up activities and a weekly progress report showing conversion trends.

At least three systematic follow-ups on every issued quote as scheduled.
A measurable lift in acceptance rate from your baseline to 40% within three months.
Consolidated daily communications summarizing completed, pending, and responded follow-ups.
Weekly reports featuring conversion metrics, insights on messaging effectiveness, and recommended adjustments.

What to Expect and What Is Not Promised

While the agent enforces a disciplined follow-up schedule, actual acceptance improvements depend on product fit, pricing, and market conditions beyond automation.

You must ensure the agent’s access remains active and that platform usage policies are followed to avoid interruptions.

The goal does not guarantee a 40% acceptance rate for all industries or products, as external factors vary.
Regular user oversight is recommended to adapt messaging and strategy as needed.
Sign-in credentials must be kept current and permissions intact for continuous operation.
Delays or limitations may occur if sales platforms restrict automated access or messaging.
The agent does not replace human sales judgement or complex negotiation.

How the Goal Unfolds Over 90 Days and Daily Reports

The goal unfolds in stages, starting with agent integration and quote data gathering, progressing through systematic, scheduled follow-ups, and ongoing adjustment based on response monitoring.

Daily reports include a summary of all follow-ups sent that day, responses received, and reminders of outstanding quotes needing attention.

Weekly summaries highlight progress toward the 40% acceptance rate, trending success factors, and suggestions for refinement.

Weeks 1-2: Onboard the agent, establish quote tracking, and initiate the first batch of follow-ups.
Weeks 3-6: Execute second and third follow-ups, begin analyzing response trends and adjusting tactics.
Weeks 7-12: Intensify follow-up cycles based on progress, optimize messaging, and maximize conversions.
Daily reports detail exact follow-up activity, including individual quote statuses and message delivery.
Weekly reports focus on conversion rate progression, comparison to targets, and actionable insights.

Questions people ask

What if I don’t use a popular CRM like Salesforce or HubSpot?

Katteb agents can integrate with many common CRMs and email platforms. If your system is less common, consult with the Katteb setup team to explore custom integrations or manual data sharing options.

Can I customize the follow-up messages the agent sends?

Yes, the agent uses your provided templates or messaging preferences. You can update these at any time to better align with your voice and sales strategy.

How does Katteb handle contacts who request no further follow-ups?

The agent respects opt-outs and updates the CRM to avoid contacting those individuals again, ensuring compliance with communication preferences.

Does the agent handle negotiations or complex sales discussions?

No, the agent focuses on scheduled follow-up communications to encourage quote acceptance. Complex negotiations should be handled directly by your sales team.

What happens if I want to pause or adjust the goal mid-course?

You can pause, restart, or modify the goal parameters anytime through the Katteb dashboard. The agent will adjust its activities accordingly and provide updated progress reports.

Goals are not guaranteed. You receive a daily report and can change or stop the goal at any time.

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