Who this guide is for
Sales and production leads selling events with fixed dates.
A case, step by step
A quote is declined because of timing, not price. Record the reason before asking Neo for patterns: a discount would not solve this case.
Fictional example for working through the process; not a customer result.
What to do in each situation
- Still pending and nobody has replied.
- Call or send a specific question; do not resend the PDF without context.
- Signed or replied through another channel.
- Stop the reminder and update the next project step.
- The quote was declined.
- Ask why without pressure; separate price, scope, timing and event cancellation.
- There is no preparation time left.
- Escalate to production before promising availability.
Before you call it done
Check off what you have reviewed. Checks last only while this page is open.
Your working toolkit
Your control sheet
Start with this example record. The PDF includes a blank worksheet to apply the procedure with your team.
| Field | Filled example |
|---|---|
| Quote / version | EV-204 / v3 |
| Missing decision | Confirm LED screen or projection |
| Owner / deadline | Sales owner / Thursday 12:00 |
| Recorded closure | Client accepts v3; preparation assigned |
A message you can adapt
Hi [name], to prepare [event] we still need to confirm [decision]. Can we resolve it by [date]? If the scope has changed, we can review quote [reference] together.
Replace the fields and check the facts before using it. This page does not send messages.
How to tell if it is working
- On-time follow-up
- Quotes reviewed by the deadline / quotes requiring review.
- Known loss reasons
- Declines with a recorded reason / declines in the period.
These measure your process; they are not guaranteed improvements from using the template.
From procedure to your Filmo workflow
The guide above is a working method for your team. The catalog describes the intended automation, but Filmo's help lists Workflows as coming soon. Check access in your account before planning activation; downloading the guide does not activate the workflow or carry out the decisions in the procedure.
- Start
- An event occurs
- Scope of this template
- Notify sales, create a call task and ask Neo for the client's pattern of rejected quotes.
- Before activation
- Configure recipients, connections, conditions and permissions. Try one case that should act and one that should stop. Review results before enabling sends or document changes.
How many reminders should I send?
Agree the cadence with sales and stop when a reply arrives. The template does not replace that judgment or authorize unlimited sequences.