From the measurement desk
How do I follow up on a quote a customer hasn't answered?
Quote follow up timing, templates, and the rule that decides when to send. Day 2, day 5, day 10 scripts ready to use. Free score or $500 installed.
What Is Quote Follow Up?
Quote follow up is defined as the contact you make after a customer receives your quote but has not yet responded. The timing and wording of that contact is not a guess — it is a rule you set based on how long your own quotes stay valid and how long your calendar can hold the slot.
This guide walks you through choosing your own follow-up schedule, measuring it from your records, and using the ready-to-send templates at the end.
Why Quote Follow Up Timing Matters
A quote sits in an inbox. The customer may be comparing three others. They may be waiting on a spouse, a permit, or a bank. Your calendar moves forward. The price you quoted was built on this week's schedule and this month's material cost.
Quote validity refers to the window during which the price and availability you quoted are still accurate. After that window, the quote is stale. The follow-up exists to confirm intent before the window closes.
Without follow-up, you lose the thread. The customer assumes you are busy or not interested. You assume they went elsewhere. Both assumptions cost money.
How to Choose Your Follow-Up Schedule
Your follow-up schedule is not borrowed from another business. It is built from three numbers you already own.
Step 1: Decide How Long Your Quote Stays Valid
Look at your last ten quotes. For each one, ask:
- How many days could I hold this slot before I had to release it?
- How many days before material pricing or crew availability changed the numbers?
The shorter of those two windows is your quote validity period. A workable default for most trades is 7 to 10 days. If your work is seasonal or your materials fluctuate weekly, it may be shorter.
Step 2: Set Three Follow-Up Points Inside That Window
Divide your validity period into three touchpoints:
- Day 2: Confirm receipt and answer any immediate questions
- Day 5: Restate value and check decision timeline
- Day 10: Final check before the quote expires (or sooner if your window is shorter)
If your validity period is 7 days, move the final touchpoint to day 6. The goal is to reach them before the quote goes stale, not after.
Step 3: Measure What Happens When You Follow Up
Pull your quote log, call log, or inbox for the last 30 days. For every quote you sent:
- Did you follow up? When?
- Did they respond? When?
- Did they book? What was the gap between quote sent and decision?
This is not a survey. It is your own measured finding. Write down the conversion rate for quotes where you followed up versus quotes where you did not. That number tells you whether your current method works or whether you need the structure below.
Common Mistakes in Quote Follow Up
Most follow-up fails in one of three ways.
Mistake 1: Waiting Too Long
You send the quote on Monday. You wait a week. By the time you follow up, they have already booked someone else or the urgency has passed. The fix: follow up on day 2, when the quote is still top of mind.
Mistake 2: Sounding Pushy or Apologetic
You write "Just checking in" or "Sorry to bother you." The customer hears uncertainty. The fix: state what you are doing and why. "This quote is valid through Friday. Let me know if you need anything adjusted."
Mistake 3: No Clear Next Step
Your follow-up asks "Any questions?" but does not tell them what to do. The fix: every message includes one clear action. "Reply YES to book" or "Call this number to adjust the scope."
Ready-to-Send Quote Follow Up Templates
Below are three templates: one email and one text for each touchpoint. Replace the bracketed items with your own details. Send them exactly as written or adjust the tone to match your voice.
Day 2: Confirm Receipt
Email:
Subject: Your quote for [project description] Hi [Customer name], Your quote for [project description] went out yesterday. It is attached again here. The price is $[amount] and the work would start [day, date]. This quote is valid through [day, date]. If anything needs adjusting — scope, timing, materials — let me know. Otherwise, reply to this email or call [your phone number] to book the date. [Your name] [Business name] [Phone number]
Text:
Hi [Customer name], this is [Your name] from [Business name]. Your quote for [project description] is $[amount], valid through [day, date]. Reply YES to book or call [your phone number] with questions.
Day 5: Restate Value and Check Timeline
Email:
Subject: [Project description] — quote valid through [day, date] Hi [Customer name], Checking in on the quote I sent for [project description]. The price is still $[amount] and I can start [day, date]. If you are comparing options or waiting on a decision, no problem. I just want to make sure you have what you need. This quote stays valid through [day, date]. After that, I will need to re-check the schedule and pricing. Let me know where you are. Reply here or call [your phone number]. [Your name] [Business name]
Text:
[Customer name], your quote for [project description] is still good through [day, date]. After that I will need to re-price. Reply or call [your phone number] to lock it in.
Day 10: Final Check Before Expiration
Email:
Subject: Final day for [project description] quote Hi [Customer name], Today is the last day this quote is valid. After today, I will need to re-check crew availability and material pricing. If you want to move forward at $[amount] starting [day, date], let me know by end of day. If the timing does not work or you have gone another direction, no hard feelings. Just reply so I know. [Your name] [Business name] [Phone number]
Text:
[Customer name], this is [Your name]. Your quote expires today. Reply YES by 5pm to book at $[amount] or call [your phone number] to re-quote.
Troubleshooting: What to Do When Follow Up Does Not Work
Sometimes the customer does not respond to any of the three touchpoints. Here is what to check.
They Did Not Receive the Quote
Check your sent folder. Confirm the email address or phone number. Quotes sent to the wrong contact or caught in spam do not get answered. Resend with a fresh subject line: "Re-sending your quote for [project description]."
They Are Still Deciding
Some customers need more time. If they reply asking for an extension, give them a new validity date and confirm it in writing. "No problem. This quote is now valid through [new date]. Let me know by then."
They Went Elsewhere
If they booked another contractor, ask why. Not as a sales tactic — as information. "Thanks for letting me know. Can I ask what made you choose them?" The answer tells you whether it was price, timing, scope, or something in how you presented the quote.
They Ghosted
After three touchpoints with no response, stop following up. Send one final message: "I have not heard back, so I am closing this quote. If you want to revisit it later, reach out and I will re-quote based on current pricing and availability." Then move on.
Frequently Asked Questions
How many times should I follow up on a quote?
Three times is the standard: day 2, day 5, and day 10. More than that and you sound desperate. Fewer than that and you lose threads that would have closed with one more nudge.
Should I follow up by email or text?
Use both. Send the email for detail and the text for speed. Some customers check email once a day. Others live in their texts. Covering both channels doubles your chance of a response.
What if the customer says the price is too high?
Ask what their budget is. If you can hit it by adjusting scope, offer that in writing. If you cannot, say so. "I cannot get to that number without cutting [specific item]. Let me know if you want a revised quote."
Can I automate quote follow up?
Yes, but only if the automation lets you customize timing, validity dates, and project details. A generic "Just checking in" message sent by a robot does not work. If you are going to automate it, make sure it still sounds like you wrote it.
What if I quoted them months ago and they just reached out?
Re-quote. Do not honor old pricing unless you explicitly said it was good for that long. "Thanks for reaching out. I need to re-check current material costs and availability. I will have a new quote to you by [day, date]."
Should I follow up on quotes I know I will not win?
Yes. You do not know whether you will win until they tell you. Following up on every quote builds the habit and keeps your close rate honest. If you only follow up on the ones that feel warm, you are measuring selection bias, not performance.
Key Takeaways
- Quote follow up means contacting a customer after they receive your quote but before it expires
- Set your follow-up schedule based on your own quote validity period, not someone else's template
- Three touchpoints work for most trades: day 2, day 5, and day 10 (or sooner if your window is shorter)
- Every follow-up message must include the price, the validity date, and one clear next step
- Measure your own conversion rate for quotes with follow-up versus quotes without it — that number tells you whether your current method works
- Use both email and text to cover how different customers prefer to communicate
- After three touchpoints with no response, close the quote and move on
If You Would Rather It Were Running by Friday
If you want this built and running instead of doing it yourself, Code63 Labs offers The First Fix for $500.
Here is what happens: your quote flow is baselined with timestamped test requests over two days. Then one fix is built and running — in this case, the three-touchpoint follow-up sequence with your validity dates, your pricing, and your next steps written in. You get before and after in writing, inside a week.
The free score takes 10 questions and about three minutes. You get a 0-100 rating, a written report, and a monthly cost estimate built from your own numbers. The report is written by Claude, an AI model, and named honestly.
Start here: https://score.quotes63.com/a/weekend-quotes
Or if you already know the fix you need, the first one is $500 and runs by Friday.
Find out how fast your quotes really move
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