Agents help Business Owners stay close to customers while keeping daily work moving.
Send approved client contracts to the named signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Draft client proposals from project notes for owner review.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
Answer new prospect emails and surface questions for personal review.
Your prospects get a useful first reply when your guidance covers their question, and you can spot threads that need your answer.
Check in on your business quotes and flag replies needing attention.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.