Chase is an AI employee: not software your team operates, a worker you employ. He owns one job end to end: every quote and estimate you send gets followed up until it comes back a yes, a no, or a signed order. You read a weekly report. He does the chasing.
Never discounts. Never guesses. Escalates what needs you.
Illustrative
Every business that sends quotes knows the pattern: the estimate goes out hot, a week passes, and the file quietly joins the pile. It's not that anyone decided to stop. It's that four forces all push the same direction:
Nobody owns it. Whoever quoted the job also runs jobs, orders parts, and answers the phone. Follow-up belongs to everyone, which means it belongs to no one.
It feels like pestering. The second nudge feels needy and the third feels desperate, so most people stop at zero or one. Buyers, meanwhile, report the opposite: silence reads as indifference.
Urgency decays daily. Every quiet day makes the buyer's problem feel less urgent and your quote easier to shop around. The quote is most winnable in exactly the window when everyone's busiest.
The log is write-only. Quotes go into a spreadsheet, a folder, or a sent-mail archive that nobody reads back. There's no view of "open and going cold," so nothing triggers the save.
You can fight all four with discipline. Most owners have tried, and the pile wins eventually, because discipline was never the missing ingredient. Ownership is. So do what you'd do with any other job that keeps falling through the cracks: give it to someone whose only job it is.
Quote follow-up isn't a feature Chase offers or a task on his list. It's his entire job, and while your team quotes, builds, and answers phones, it runs as a daily loop, without anyone pressing go:
Chase keeps a live view of every quote and estimate you've sent: what's answered, what's aging, what expires soon. The write-only log becomes a watched list. Nothing goes quiet unnoticed.
Each follow-up is written for that quote and that customer, on a cadence tuned to your business. Not a template blast: a short, specific note that gives the buyer a reason to answer. He never feels awkward about sending it, because feeling awkward isn't in the build.
Routine replies ("resend it?", "we need until Friday") he handles. Judgment calls (price, scope changes, an unhappy customer) come straight to you, flagged and summarized. Hard rules: he never discounts, never negotiates, never guesses. When a customer says stop, he stops.
Once a week, a short report: what he chased, what came back signed, what's awaiting reply, what needs your call. No dashboard to check, no app to open. It arrives; you read it in a minute; you know your pipeline.
Partly, and honestly: if your only problem is that reminder #1 never gets sent, a $30-a-month reminder feature will help, and you should use it (our free follow-up guide even gives you the templates). The gap opens the moment a customer replies. A reminder can send; reading the answer and deciding what happens next lands right back on a person.
The pattern to notice: software assists whoever does the chasing. Chase is the one doing the chasing. That's the difference between a tool and an employee, and it's the whole reason oBoy.ai builds employees.
No new system to adopt, no migration. The build starts from whatever you do today:
Chase works from your mailbox: recognizes outgoing quotes and estimates, tracks the thread, follows up in it. The fastest build, and the most common for owner-run businesses. Needs: email access and your voice.
Your quote log becomes his watched list: he reads it, chases what's open, writes back what happened, and keeps it clean. If your log has gaps, the build starts by reconstructing it from sent mail. Needs: the sheet and email access.
QuickBooks estimates, Jobber, Housecall Pro, an ERP: Chase reads open quotes from the system and records outcomes back into it. The most tightly integrated option, and totally worthwhile for growing businesses.
Every Chase is built custom for one business; the builds above are starting patterns, not products on a shelf. The assessment picks the right one and tells you what it costs and how long it takes for your setup.
Week to week, Chase is a report in your inbox and a pipeline that stops leaking. When something needs an owner, it arrives like this, already summarized, with the decision framed:
"Ridgeline Fabrication wants to split the $14,800 job into two phases and asked what that does to the price. That's your call, not mine. Want me to set up a phone call for Thursday?"
– Chase, your AI Quote Hound
An illustrative escalation, not a client's.
Two of thirty is a deliberately low bar. Even clearing just that is $60,000 a year, from quotes you'd already written.
Illustrative math, not a promise, and it counts quoted revenue, not profit. The whole point of the assessment is to run this with your real volume, values, close rate, and margins, conservatively, before you spend a dollar on a build. If the math doesn't clear, we'll tell you.
Chase isn't software you switch on and then babysit. He's a managed hire: oBoy.ai runs him, watches him, and answers for him. Three things that means for you, month after month:
New on the job, Chase's follow-ups come to you for a quick nod before they send. As he earns your trust, you let the routine ones fly and keep a hand on the rest, your call, changeable any time. His hard rules never bend.
Chase's first real follow-ups go out in his first days on the job, not after months of setup. You feel the pipeline start moving before you've stopped wondering whether hiring him was a good idea.
A failed run, a dropped connection: the alert comes to us, not to you as a mystery weeks later. Chase is watched. A managed employee that quietly stops working is not something we let happen to you.
Three things: access to wherever your quotes live today (your sent email, a quote log or spreadsheet, or your quoting software), examples of how you write so he can follow up in your voice, and your escalation rules, meaning the questions he should hand to you instead of answering. The assessment maps all three before anything is built.
Chase never discounts, never negotiates price, never invents answers about scope or timelines, and never keeps pushing a customer who has said no or asked him to stop. Anything that needs an owner's judgment gets escalated to you instead of guessed at. Those rules are set at the build and they are hard rules, not suggestions.
Reminder software sends scheduled templates; the moment a customer replies, the work lands back on a person, and the software has no idea whether a quote closed. An AI employee like Chase writes each follow-up for that specific quote, reads and handles the routine replies, escalates the judgment calls, knows when to stop, and reports outcomes weekly. Software assists whoever does the chasing; Chase is the one doing the chasing.
How Chase is introduced to your customers is a decision we make together at the build, and oBoy.ai's default is honesty: he works under your business's name and never pretends to be a specific human being. In practice most follow-ups read the way good ones always have, short, specific, and helpful, and anything sensitive is escalated to a real person: you.
Days to weeks, depending on where your quotes live. An inbox-based build is the fastest; wiring into quoting software takes longer. An assessment, when we do one, gives you the realistic timeline for your setup before anything is built, along with what the build costs for your specific business.
Fifteen minutes. Your quote numbers. A straight answer on how many times over Chase will pay for himself every year in your business.
No quote of yours dies of silence. If Chase ever lets one sit a full business day past its follow-up, your next month is on us.
No prep needed. And if quote follow-up isn't your leak, I'll tell you that too.
New to oBoy.ai? See what an AI employee is