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Frequently Asked Questions

Is QuoteRescue just direct mail?

No. The handwritten letter is the attention wedge but the product is the recovery engine: stalled-quote rules, personalised microsites, tracking, reporting and ongoing optimisation. You’ll see exactly who engaged and what moved.

What counts as a “recovery attempt”?

One recovery attempt = one stalled quote we process and send a handwritten letter for (including that quote’s personalised microsite + tracking).

When do you send the letter after we quote?

We typically target quotes that have gone “no decision” (often after a short hold window) so you’re not mailing too early. Exact timing depends on your sales cycle and quote volume. We’ll set the rules with you!

How do you get our quote list?

Three ways: connect to your CRM/quoting tool where possible, pull a simple export each week, or use a quick “two-click” workflow for reps to tag stalled quotes. We’ll recommend the easiest setup for your team.

Do you need access to our CRM?

Not necessarily. We can run QuoteRescue alongside your current setup using exports if that’s simpler. If you want sold-job tracking tied back to the pipeline, we’ll agree the cleanest way to match outcomes.

What’s on the homeowner microsite?

A personalised “next steps” page with clear actions (accept/request revision/ask a question). Plus the reassurance pieces that remove friction: timelines, guarantees, reviews, finance options (if offered), and “what happens next”.

Can we control what gets sent?

Yes. You’ll approve the letter and page templates up front, and we’ll set exclusion rules (e.g., already sold, not serviceable postcode, price shoppers, duplicates). You can also pause sending at any time.

What happens if we hit our monthly limit?

No problem, each plan includes a small buffer for natural month-to-month variation. If you’re consistently above your plan, we’ll recommend moving you up so the system stays smooth and cost-effective.

Got more questions?

Book a 15 minute discovery call with us and we'll see if you're a good fit!

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