Send recovery email and chat invite to abandoned quotes

Your partial quote submissions go unfinished, leaving coordinators without a way to re-engage prospects. It sends an email and messaging nudge, captures the contact, and updates the record same day.

Overview

When a prospect starts a quote but doesn't finish, warm interest goes cold and coordinators waste time chasing incomplete info. This flow verifies email quality, enrolls verified prospects into your messaging sequence, and sends a recovery email plus chat invite so coordinators can reconnect same day.