Case Studies
Quoting & Booking Automation

How Skyline Services stopped losing leads with automated quoting and follow-up

Skyline Services was writing quotes by hand, forgetting to follow up on unanswered ones, and manually sending booking links after jobs were accepted. Leads were going cold and revenue was being left on the table. We automated the entire pipeline.

S

Skyline Services

skylineservices.au

3x

faster quote response time

0

leads lost to no follow-up

100%

of bookings handled automatically

The problem

Quotes going cold, bookings left to chance

Every job started the same way: a manual quote, a wait, and hope the customer would follow up. Most didn't. Here's what the process looked like before:

Manually writing and sending quotes for every new enquiry, often hours after the customer reached out

No follow-up process for quotes that went unanswered, leads going cold with no action taken

Sending booking links by hand once a quote was accepted, creating delays between approval and scheduling

No visibility into which quotes were open, expired, or being chased

Sales opportunities slipping through the cracks because follow-up relied on someone remembering to do it

The solution

Enquiry in, booking confirmed. All automated.

We built a three-part automated pipeline covering quoting, follow-up, and booking. From the moment a lead comes in, the system handles everything without anyone lifting a finger.

01

Quotes generated and sent automatically

The moment a new enquiry comes in, Revlis AI generates a professional quote and sends it to the customer automatically. No manual writing, no delays, no one needing to be at their desk.

02

Automated follow-up on unanswered quotes

If a customer hasn't responded within a set timeframe, a follow-up sequence kicks off automatically. A second message goes out, then a third if still no reply. Leads stop going cold.

03

Booking links sent on acceptance

When a customer accepts a quote, they instantly receive a personalised booking link. No back-and-forth, no manual sending. The customer books themselves and confirmation is handled automatically.

Workflow overview

Enquiry received
Quote sent automatically
No response? Follow-up sequence triggers
Quote accepted? Booking link sent instantly
Booking confirmed
What we used

Tools integrated

Revlis AI

Quoting and follow-up automation

Calendly

Automated booking link delivery

Gmail

Quote and follow-up delivery

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