The project changes but reminders still chase the old quote
The prospect changes a requirement. Your scheduled messages continue asking them to accept a proposal that no longer fits.
The situation
What this can look like
A renovation gains another room or a different specification. The adviser knows a revision is needed, but the outbound sequence still refers to the previous scope.
A practical example
A garden-room prospect changes from a home office to a larger studio after receiving a quotation. Reminders still ask them to approve the original design. The customer cannot make that decision because the requirement has changed. Preserving the new purpose prevents an automated follow-up from pushing an obsolete commercial step.
The friction
Why the next step stalls
Acceptance reminders cannot solve a scope mismatch. The current proposal version and its follow-up state need to move together when a customer requests a change.
A relevant next step
Put the next action around this request
Record the changed requirement, pause the original quote route and arrange the revision discussion. Conversion24 can return the change context and appointment outcome. Your specialist controls the new specification, price and proposal approval.
What Conversion24 configures for this situation
Conversion24 configures the handoff for revised requirements using the boundary your business approves. The agent can recognise that a different discussion is needed and retain the customer's explanation in the returned outcome; the designer decides what quotation should replace the old one. We review which current project reference the playbook receives and how revisions affect pending contact. Any custom update logic is scoped explicitly. The aim is an informed design conversation, not an automated promise to recalculate a price.
The missing link: revision owner notified.
Where the conversation can stall
- Requirement changes
- Old offer stays active
- Acceptance still requested
A route to a relevant next step
- Change captured
- Revision owner notified
- Current proposal discussed
What to check in your own flow
Check which proposal reference the active reminders use. Test a revision request between two scheduled contacts and confirm that the outdated invitation stops.
Playbook scope and purchase terms
- Contact route
- WhatsApp and AI voice can work together where approved for the enquiry. A full playbook supports up to ten attempts in five days; short single-channel playbooks have a different scope.
- Ownership
- Conversion24 supplements your CRM. Agreed outcomes return through the mapped handoff. Your team owns specialist advice, proposals and delivery.
- Purchase
- Businesses with fewer than 100 monthly leads can use the service. Minimum purchase: 100 playbooks per month. Messaging, voice usage and applicable setup costs are separate. Review current pricing.
- Configuration
- Your team supplies business information and reviews the agent's identity, terminology, FAQs, appointment rules and handover. Standard playbook logic is fixed. Bespoke flows, additional integrations, A/B tests and specialist analysis are scoped separately. Explore implementation.
See the follow-up route in a demo.
Bring your proposal versioning and revision handoff. We can map the opening, the appropriate next step and the outcome your team needs in the CRM.