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Quote follow-up

You sent the quote. Then you got busy.

Most quotes don't get a no. They get silence. The customer meant to come back to you, then the kids got sick, then the car needed tyres, then it felt too late to ring. Meanwhile you assumed they went with someone else.

Three check-ins, in your name

Day Message
3 “Hi [name], just checking the quote for the [job] came through OK. Any questions?”
7 “Hi [name], happy to go through the quote or adjust it if anything doesn’t suit. Just reply here.”
14 “Hi [name], last check-in from us on the [job]. If the timing’s not right, no problem at all, we’ll be here when it is.”

Then it stops. Nobody gets chased forever.

What you get back

Replies come to your phone: “Yes, go ahead”, “Can you do it in March?”, “Can you come and look again?”, or “We went with someone else”. Every one of those is better than not knowing.

How quotes get in

You keep quoting the way you do now. When a quote goes out, it gets added to the follow-up from your quoting tool or by forwarding it to us. We set that up with you at the start.

Rather do it yourself? Take the free follow-up templates →

See if it's a fit for your firm

Or take the free follow-up templates and do it yourself.

See if it's a fit for your firm