Grok Bot guide · Our own template

No lead or quote goes quiet again.
Let Quote Closer follow up.

Quote Closer is a Grok Bot that watches your inbox for new inquiries and quotes you've sent, drafts a fast first reply with your booking link, and lines up follow-ups until they answer.

Create this bot ↗

Quote Closer Grok Bot template illustration

Before

A new inquiry waits a day for a reply, and the quote you sent last week never got a follow-up. Both go to whoever answered first.

After

Every lead gets a fast first reply, every quote gets a day 2, 5 and 10 follow-up, and you see the whole pipeline on one sheet.

Who it's for

Service businesses, freelancers, agencies, contractors and studios that win work by email and quotes.

What you'll connect

Gmail, plus Google Sheets for the pipeline and your booking link (Calendly, Google Calendar appointment page or similar).

What you can ask Quote Closer

“Answer new leads fast.”

When an inquiry lands, it drafts a quick, friendly first reply with your booking link so the lead can pick a time right away.

“Follow up on my quotes.”

For every quote you send, it lines up follow-ups on day 2, 5 and 10, each drafted for your approval.

“Stop when they answer.”

As soon as a lead or client replies, their follow-ups stop, so nobody gets a nudge after they've written back.

“Where does my pipeline stand?”

A simple pipeline sheet tracks each lead: new, quoted, following up, won or lost, with the last touch and next step.

“Who do I need to touch today?”

Each weekday morning you get a short list of leads and quotes due for a reply, drafts ready.

What it will and won't do

Drafts for you Prepares replies, plans or changes, and waits for your yes before anything goes out.

It will

  • Spot new inquiries and sent quotes in Gmail
  • Draft a first reply with your booking link
  • Draft day 2, 5 and 10 follow-ups
  • Keep a pipeline sheet up to date

It won't

  • Send anything without your approval
  • Change prices or terms in a quote
  • Keep following up after someone replies

Routines it runs

  • Weekdays 7:30 AM: leads-to-touch list with drafts ready
  • Mondays: pipeline review of open quotes, wins and stalled leads

Change the times or turn any routine off in the bot's settings.

Get Quote Closer in one click

  1. Click Create this bot. The template opens in Grok Bot.
  2. Click Add to Grok Bot and review what it includes.
  3. Click Add Bot, then connect Gmail and Google Sheets.
  4. Give it your booking link, what you sell and a couple of replies you've written so drafts sound like you.
  5. Approve the first replies. The 7:30 AM list and Monday review keep it running.

Create this bot ↗  How to install a template safely →

Made by AgentRoster. Template link: x.ai/bot/KorqW2JK40u4H7rTGfP2p. Descriptions reflect what the template is set up to do. ← Back to the Grok Bot guide · Not sure it fits? Ask Scout

Grok and Grok Bot are trademarks of their respective owners. AgentRoster is not affiliated with xAI or X.

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