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.