Decide the rhythm once
Something like: quote sent, check-in after two days, again after a week, a final message at three weeks. The exact cadence matters far less than writing it down and applying it to every quote.
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Dashboards
Building a Better Follow-Up Process
Most quotes are not lost to price. They are lost to silence. A follow-up process is the least glamorous and most profitable thing you can add to a service business.
Make follow-up useful, not nagging
Attach a reason to each touch: a photograph of a similar completed job, a note on availability, a clarification on what is included. It gives the customer something to react to.
Automate the reminder, keep the message human
The system should tell you who to contact today. What you actually say should still sound like a person who did the site visit.
Close the loop
Every quote ends as won, lost or archived with a reason. Without that, your pipeline fills with ghosts and your win rate is unknowable.
Key takeaways
- Write down one cadence and apply it universally.
- Give every follow-up a reason to exist.
- Automate reminders, personalise messages.
- Mark every quote won, lost or archived.
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