Quote Follow-ups (Process & Scripts)

Overview#

Most quotes are not accepted or declined immediately. A consistent follow-up process improves conversion.

Recommended follow-up timeline#

Day 0 (send)#

• Send quote.
• Set status to Sent.

Day 2–3#

• Follow up email or call.
• Move status to Follow-up.

Day 5–7#

• Second follow-up.
• Offer a quick call to clarify scope.

Day 10–14#

• Final follow-up.
• If no response, mark as Expired or leave in Follow-up depending on your process.

Example follow-up email#

"Hi {Name}, just checking you received our quote and whether you had any questions. Happy to jump on a quick call to clarify scope or timing."

Troubleshooting#

Clients say quotes are unclear#

• Add a stronger scope summary.
• Add exclusions and assumptions.
• Use photos/attachments where relevant.