Best follow-up sequence for quotes stuck at "awaiting response"?
Our target close rate is 40%. What Jobber follow-up sequence has worked best for quotes stuck at 'awaiting response'? Texts, emails or both, and what timing?
Forum Discussion
Both, but keep it light. What works for a lot of shops: a text about a day after the quote goes out ("just making sure it came through, any questions?"), an email around day 4 with the quote attached again, and one more text near day 8. Then a last message around day 10 like "Should I close this one out, or do you still want it?" - that one tends to get more answers than the rest put together. Stop the moment they reply, and cap it at 3-4 touches so you don't annoy the ones who are just busy. Happy to help write those messages if useful. Ryan, ClearChase