Follow-ups for quotes and estimates that went quiet

The problem

Quotes go out and then nothing happens. Following up feels awkward and gets skipped, so work is lost to whoever simply called back.

What SI does

SI checks your quotes or estimates for ones still open after a set period, reads what was quoted and any notes, and drafts a short follow-up that refers to the actual job. It suggests a different angle on the second follow-up (a question, a scheduling option) and marks quotes to close out after the last attempt.

Examples

The same job looks different in different businesses. These are illustrations, not client results.

• Roofing contractor

  Twelve estimates from the last month are open; each gets a draft that mentions the roof type and the crew's next opening in that neighborhood.

• Commercial printer

  A quote for event banners has had no reply for a week; the draft asks whether the event date is still on and notes the latest order date for delivery in time.

• Bookkeeping firm

  Prospects who received a monthly-service proposal get a follow-up offering a short call to walk through the scope.

What it takes to set up

Read access to where quotes live (estimating tool, CRM, accounting system or a folder of PDFs) and draft access to email. Your follow-up timing. Setup is often a few days.

Try it yourself

Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

Here are open quotes [file/export] with date sent, customer, job and amount. For each quote older than [7] days with no reply, draft a short follow-up that mentions the specific job and offers [a next step]. For quotes already followed up [2] times, suggest closing them. Pause and show me before sending, submitting, posting or changing anything.