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
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.
