How to follow up on a quote without being pushy

A quote that gets no follow-up gets forgotten, but a chasing message loses the job. These check in once, give the customer an easy way to say no, and confirm the work if they say yes.

3 replies - free to copy or install

The messages

Copy any of these as they are, or install the home services pack to keep them on your keyboard. Anything in brackets is a blank the app fills as you send.

  1. Estimate follow-up

    Hi [Client Name], following up on the estimate for [Project]. Happy to answer questions or get you scheduled whenever you're ready.

  2. Appointment confirmation

    You're confirmed for [Date] at [Time] at [Address]. See you then!

  3. Reschedule

    Something came up on my end - can we move [Date] to another day? Here's what I have open: [Options].

These are part of the Home Services pack, which installs all 10 replies in one tap.

Questions

How long should you wait before following up on a quote?
Two to three days. Long enough that it does not read as pressure, short enough that the job is still being decided.
How many times should you follow up on an estimate?
Twice. Once a few days after sending, once about a week later to close the loop. Past that you are training the customer to ignore you.

Save your first reply in under a minute.

Then never type it again. Free to download, no account and no card - five replies of your own, and the keyboard in every app. Pro is $19.99 a year or $2.99 a month after a 7-day trial.

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