Customer Stories

How Prokeep Helps You Automate Follow Ups, Save time and Drive Orders

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Every quote, follow-up, or “just checking in” message is a chance to win more business. But for busy distributor teams, those small touchpoints often get missed, or require hours of manual effort to keep up.

Prokeep makes it easy to automate the extras—like quote follow-ups, order confirmations, and check-ins—so your team can stay responsive, consistent, and focused on what matters most: serving customers.

Here’s how Prokeep helps you turn routine messages into real revenue—without adding more to your team’s plate.

1. Put Follow-Ups on Autopilot

The Problem:
Manual follow-ups take time and are easy to forget, especially when your team is busy juggling live orders and walk-ins. 

Prokeep’s Fix:
Prokeep lets you set automated, personalized messages to go out after key customer interactions—so no opportunity gets missed. Schedule automated messages to follow up on quotes, order holds, or missed responses. A quick “Need anything else before I wrap this up?” can be the nudge that wins the sale.

The Outcome:

Every customer feels followed-up with—without adding work for your team.

“It's so easy it's on your desktop. It's there waiting for you. That's been huge, to get away from the personal cell phone usage and just use Prokeep." - Andrew Johnson, Sales Manager, RHI Supply

2. Turn Routine Messages Into Repeat Sales

The Problem:
Your team’s time is valuable—and every message should pull its weight. Prokeep makes it easy to include subtle upsell prompts or check-in questions that spark reorders and build customer loyalty.

Prokeep’s Fix:
 Prokeep enables you to use customizable templates with embedded prompts like “Need anything else for that job?” or “Want me to grab what you usually order, too?”—automatically sent based on behavior or timing.

The Outcome: More orders, higher ticket sizes, and stronger relationships, all while keeping your reps focused on live customer needs.

3. Let Your Team Work Smarter, Not Harder

The Problem:
Your team shouldn’t have to remember every follow-up or spend hours repeating the same messages. Prokeep handles the repetitive communication for you—so reps can spend more time solving problems and less time sending reminders.

Prokeep’s Fix:
 Automate the repetitive stuff—like sending a “Thanks for your order” or “Checking in on your quote”—so your reps stay focused where it counts: on customers standing at the counter, calling in, or needing help in real time.

The Outcome:

More efficient workflows, happier teams, and a more professional experience for every customer

"Scheduling our delivery routes with customers was becoming more and more a thing that we were trying to lean towards so we could conserve fuel we could conserve hours for our employees and we needed a way to communicate with customers that we were gonna be delivering to them."  - Joel Rhodes, Operations Manager, Johnstone Odessa

Bottom line: Prokeep Makes Morning Outreach Repeatable—and Revenue-Driving

The difference between a team that waits for orders and a team that drives them? Structure, visibility, and speed.

Prokeep gives your reps the tools to take fast action, the data to stay relevant, and the visibility to work as a team. The result? Every morning becomes an opportunity to boost revenue, without adding friction to the day.

→ Want to build your own Branch Blitz routine? Book a Prokeep demo and see how we help teams turn small touchpoints into big wins.

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Key Highlights

  • 1. Follow Up on Quotes
    Without Digging Through Emails
  • 2. Create a Repeatable "Milk Run,"
    with Shared Visibility
  • 3. Act on Shipping Insights
    Before the Truck Leaves