A quote is not a close. People get the number, get busy, compare it with two others and forget. Most businesses send the quote and wait, and that silence is where most jobs are lost.
The fix is a short follow-up sequence written once and sent every time: polite, useful, and finished with a clear question. This prompt writes it for you.
How to use it
- Fill in the brackets: your trade, the usual quote size, the objections you hear most.
- Run it once. You get three texts and three emails.
- Load them into your CRM as an automation that starts when a quote is sent and stops the moment the customer replies or books.
quote-follow-up.txt
Write a quote follow-up sequence for my business. Business: [business name], [what you do] in [city]. Typical quote: [e.g. a $4,000 to $15,000 renovation, booked 2 to 6 weeks out]. How we sound: [e.g. friendly, straight-talking, first names]. The doubts customers usually have: [e.g. price vs cheaper quotes, timing, not sure about materials]. What makes us different (true things only): [e.g. 10-year warranty, same crew start to finish, clean-up included]. Sender name: [name]. Write 3 follow-ups, each as a TEXT (under 300 characters) and an EMAIL (subject line + under 120 words): 1. Day 2: check they received it and offer to walk through it. One easy question. 2. Day 5: address the most likely doubt with one honest, specific point. No pressure. 3. Day 10: polite close. Ask if they want to keep their spot or if we should release it. Make "no" easy to say. Rules: sound like a person, not a company. No "just checking in", no guilt, no fake urgency, no discounts unless I list one. Use [first name] and [quote total] as merge fields. Canadian English.
Why three steps work
- Day 2 is a service call, not a chase. "Any questions on the quote?" gives people an easy reason to reply.
- Day 5 answers the doubt they did not say out loud. Price, timing or trust: one short, honest answer.
- Day 10 asks for a decision. "Should I keep the spot or release it?" gets replies from people who would otherwise ghost you, including the noes, which free up your calendar.
Stop the sequence the moment the customer replies. Nothing feels more robotic than a "just checking in" text after someone already said yes.
Want it running in your CRM?
We build this into the pipeline so every quote gets followed up without anyone remembering to do it, and you see who is warm each morning.