Stalled quotes get their follow-up drafted — reps hit send.
Deal Nudger
Every morning at 7:45, it reads your open quotes, compares each against how fast your deals usually close, and drafts a follow-up for the ones gone quiet — grounded in the quote's own history. Every draft waits for the rep to review, edit, and send.
Like every Infinary agent, it drafts — a person on your team approves before anything is posted.
What it does
The Deal Nudger computes your real close velocity — how long won deals took to move from quote to order over the past year — and flags open quotations idle materially longer than that. For each one it drafts a follow-up communication grounded in the quote's own items and history, not a template. It never sends anything: every figure in a draft cites the document it came from, and the message sits with the rep until they choose to send it, change it, or drop it.
- Status
- Live
- Runs
- Every morning at 7:45 a.m.
- Cost per run
- Up to $1.50
- Review
- Creates drafts only — you approve before anything is posted.Pauses for your sign-off before it writes anything.
- What it reads
- your existing reports, your records, live totals and history
The Problem Today
"Reps firefight active orders, and pending quotes wait. By the time someone remembers to follow up, the buyer has moved on — not because the quote was wrong, but because it went quiet."
How Infinary Handles It
The stall gets noticed by arithmetic instead of memory, and the follow-up is already written when the rep sits down — referencing the actual quote, waiting for their judgment.
What a run looks like
What a run looks like
Say a racking quote has sat quiet for twelve days when your deals usually close inside eight. The morning run flags it and drafts a short check-in that references the actual line items and the delivery window discussed — not 'just following up'.
The rep reads it over coffee, softens one sentence, adds a note about a flexible install date, and sends. Ten minutes of judgment on top of a draft that was already grounded in the record.
Deal Nudger
How It Works
Step
By Step
Read
It reads open quotations and a year of won-deal history.
Analyze
It computes your close velocity and flags the quotes idle materially longer.
Draft
It drafts a follow-up per stalled quote, grounded in that quote's items and history.
You approve
The rep reviews, edits, and sends — or doesn't. Nothing goes out on its own.
What Changes
What You Get
No proposal sits forgotten — staleness is measured against your own close history.
Each draft cites the items, amounts, and history of the deal it's about.
Drafts never leave the building without a person choosing to send them.
