Follow-Up Sequences for Quote Requests That Win More Jobs

Follow-Up Sequences for Quote Requests That Win More Jobs

Customers often request several quotes and decide later. The business that follows up politely is the one still in the conversation. Automation makes sure every quote gets followed up, even in busy weeks.

Last reviewed: November 2026.

A simple sequence

1. When the quote is sent: a short note confirming what is included, the validity date and how to accept or ask questions.
2. Two or three days later: "Any questions about the quote?" with a link to book a short call.
3. About a week later: answer a common question or concern, such as timing, warranty or payment options.
4. Shortly before the quote expires: a reminder of the expiry date.
5. Then stop, and mark the quote as lost or dormant in your CRM.

Keep it human

Write as you would speak, sign with a real name and make it easy to reply. Stop the sequence as soon as the customer replies, accepts or declines.

Learn from the answers

When customers decline, ask briefly why. Price, timing and scope answers tell you what to change.

Consent

Following up on a quote the customer requested is generally treated differently from marketing, but keep it relevant and stop when asked. Check Canada's anti-spam rules with your adviser for anything promotional.

How we help

We set up quote follow-up connected to your CRM or job software. See CRM automation and AI for contractors.