.svg)
Unboxx helps businesses streamline operations, automate workflows, and scale smarter with AI-driven CRM solutions and custom digital systems built for growth.
You're on the list.
Please enter a valid email.
Turn More Quotes into Conversations with AI-Powered Follow-Up
The Quick View
VISION
Establish own follow-up process to ensure an expanding catering company is able to answer more customer questions, continue to communicate in a customer-servicing manner, and cut back on the administrative burden involved in catering sales opportunities
Impact
As demand continued to grow, the new workflow streamlined the quote follow-up process, sped up customer communication, increased team visibility into leads, and freed up time for the team to spend with customers, on sales, and on event planning.
Industry
Event Catering
Technologies/Platforms
Zapier
Gmail
Google Gemini
Ready to turn repetitive work into room for growth?
Let’s build smarter ways to work →Maintaining a personalized follow up for all customers as demand increases
An expanding catering service provided memorable events for private and corporate functions. Customers' calls started to grow as did the number of customer inquiries, which made it difficult to keep up with the same number of quotes.
Manual quote tracking depended on staff availability and response speed. This made it challenging to contact each prospect on the same basis with the same amount of personalization expected from the business
The company was looking for a way to ensure customers received messages tailored to them without involving too much administrative work. It also wanted more insight on leads and follow up performance.
Building personalized follow-up without losing the human touch
The solution developed a streamlined follow-up process for quotes via Zapier, Gmail, Google Gemini, and the company's existing business systems.
The customer and quote information was captured during the creation of a quote. Using that, Google Gemini produced customized follow-up email drafts that were aligned with the company's style of communication, which is focused on hospitality.
Gmail retained the final communication under the control of the humans, as they created drafts for team review before anything ever got to the customer. This is a process of automated preparation, combined with human supervision.
Quote Information
When a new quote is generated, customer and quote information will be saved automatically.
AI-Powered Draft
Google Gemini creates a personalized message based on the information it has captured.
Human Review
The draft is written in Gmail to allow for edits and improvements before sending.
Customer Follow-Up
The communication approved is delivered to the customer in a uniform, timely, and personalized manner.
Building additional capacity to do more customer-oriented work
The team transitioned from a manual quote tracking system to a more efficient follow-up process, minimizing reliance on staff for manual coordination of all parts of the process.
The workflow achieved 96% reduction in manual quote follow-up effort, and 82% faster customer follow-up preparation. There was also an 81% increase in follow-up consistency.
The team would be able to dedicate more of their time to customer service, sales, and organizing events, with improved visibility into lead activity and reduced administrative sales workload. The workflow also provided a real-world platform for rolling out automation throughout the company.
The automation frees up more time for our team to dedicate to our customers and ensures that each follow-up is personal and timely. Our team can now focus more on bringing sales and less time on manual activities to best serve the customers.
Head of Sales & Operations
Ready to build smarter ways to work?
