ECHOScope and Quote
Drafts every quote from your current price book, with its assumptions listed. Sending and pricing stay with you.
Sales & Quotes Pack
From prospect research to an accepted quote, with every send and every price waiting for your OK.
Five roles for the selling side of the business: quotes, follow-ups, outreach research, proposals and win-backs, plus the workflows that connect them. Each role's rule: prices come only from your current records or from you, and every send waits for your OK.
TO BE TESTED — RESULTS WILL BE SHAREDFrom our free Role CardsFree with the unlocked library11 entries
What's inside
Roles
Follow-up Desk
Drafts short follow-ups on open quotes, on the schedule you set. A reply, a no or a booking ends the sequence.
Outreach Researcher
Finds businesses that fit and drafts a first message to each. It sends nothing; you release every one.
Discovery & Proposal Prep
Prepares a call brief from public sources and your notes, then a proposal draft from your current offer. You set the terms.
Win-back Drafter
Drafts one friendly message to a customer who stopped coming. If they don't reply, that's the end of it.
Workflows
Prepare a quote
From inquiry to a quote you approve line by line. The price book decides; you sign.
Outreach with a send hold
Outreach gets prepared and checked, then waits for you. You send each message from your own account.
Limits
One Approval, One Exact Thing
Ties each OK to the exact text, recipient, amount and time you saw.
"No" Closes the Question
When someone says no or stop, the question stays closed.
Words Match the Evidence
Treats drafted, approved, sent, delivered and read as five different words, each with its own proof.
Checks
Promised vs Delivered
List what you asked for, then find each item before anyone calls the job done.
Copy every paste in this pack
Some pastes didn't load, so nothing was copied.
A pasted role guides the agent. Your tool's settings are what stop an action.
Want it set up in your own tools? Book a Working Session · $450Working Sessions run in English or Spanish.