Guide
Quote follow-up, done properly
Following up the quotes you've already sent is the highest-return sales activity most service businesses ignore. This guide covers the timing, the wording and the system to turn more of your open quotes into booked jobs.
A quote is not the end of a sale — it's the middle. The job usually goes to whoever follows up first, most helpfully, and most consistently. Yet most quotes are sent once and never chased.
Why quote follow-up matters more than more leads
You've already paid to win the enquiry, price the job and send the quote. Recovering an open quote costs you nothing extra — unlike buying another lead. That's why follow-up has a far better return than more advertising.
How to follow up: the essentials
- Send the first touch the same day the quote goes out.
- Space touches every few days — not daily.
- Match the customer's channel (SMS, WhatsApp or email).
- Lead with something useful, and always give an easy way to say no.
- Stop after about four touches over two weeks.
For the exact wording, see our copy-and-paste follow-up templates and the guide to following up without sounding pushy.
Find the revenue in your open quotes
Upload a quote export for a free Quote Recovery Score. Nothing is ever sent to your customers.
QuoteLeak
Now find out what it’s worth in your business.
Scan my pipelineFree. Runs on your file. No customer is contacted.
Related guides
How to recover old quotes and win back stalled jobs
A practical playbook for reviving quotes that went quiet — how far back to reach, what to say after weeks of silence, and how to reopen the conversation.
How to measure and improve your quote close rate
Learn exactly how to calculate your quote close rate, benchmark it, and lift it — with a worked example showing what a few points of improvement is worth.