Quote Follow-Up

You Sent the Quote. Now Close It.

The Problem

The quote you sent is probably forgotten by now.

Sending one quote and waiting

Most service businesses send an estimate and follow up once, maybe twice. Then they assume the prospect moved on — but often the prospect was just busy, distracted, or comparing options.

No system for aging quotes

That stack of open estimates from 2, 4, and 8 weeks ago represents real revenue. But without a system, it's invisible.

Winning business by responding fastest

Studies consistently show that 60% of buyers choose whoever follows up first and most persistently. Silence reads as indifference.

Manual follow-up doesn't scale

When you're running a growing operation, personally tracking and chasing 30+ open quotes isn't sustainable — so it doesn't get done.

What You Get

A follow-up machine that works every open estimate.

Multi-step follow-up sequences

Every quote automatically triggers a sequence: a follow-up SMS the next day, an email with a value reminder at day 3, a check-in call prompt at day 7.

Objection handling built in

Common objections — pricing concerns, timing questions, comparison shopping — are addressed proactively in the sequence without requiring your involvement.

Auto-close and archive

When a prospect books, the sequence stops. When they decline, they get archived appropriately. Nothing stays open and untracked.

Reactivation for aged quotes

Quotes older than 30, 60, or 90 days get a fresh outreach campaign when circumstances may have changed in your favor.

The Math

How much revenue is sitting in open estimates?

A contractor sending 35 quotes per month with a 30% close rate closes 10–11 jobs. Adding a structured 5-step follow-up sequence that lifts close rate to 40% produces 14 closed jobs instead — 3 additional jobs per month at $3,500 average value is $10,500 in monthly revenue added with zero new leads.

60%

Of buyers choose whoever follows up first

consistently

+10pts

Avg close rate lift with systematic follow-up

from 30% → 40%

$10.5K/mo

Added revenue (35 quotes, $3.5K avg)

3 more closes/month

Ready to close more of what you're quoting?

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