How much Quote Follow Up is Too Much?

We send follow ups on day 2, 5 and 7.  Honestly as a customer, if I had gotten that many, it would be a major turn off and I'd probably be second guessing 

We keep following up until they subscribe, they die or they beg for mercy. Our quote follow ups are front loaded to 10 days but we have nurture sequences up to 2 years, send monthly email blasts, SMS campaigns, mail out our physical newsletter every two months. We don't stop following up lol.

I think the customer's reaction is telling you something important. When someone asks you to turn off your automation, the follow-up process is becoming part of their decision about your business.

I would approach it differently.

1. Day 3: Follow up to see if they have questions about the quote.
2. Day 7: Offer something useful. Explain the value of the service or address a common concern.
3. Day 14: Give them an opportunity to move forward or let you know if their plans have changed.
4. After 30 days: Move them into occasional follow-ups based on seasonal needs or relevant services.

I would also track which follow-ups actually lead to booked jobs. That way the schedule is based on customer behavior rather than the number of messages sent.

Here's another thought. If a customer doesn't book today, that doesn't mean they won't need you six months from now.

The goal isn't just to win the quote. It's to remain the company they feel comfortable calling when they're ready.

the fix is usually cadence not volume. if people are saying youre blowing them up, the system is probably firing on a fixed timer no matter what the client does. event based works better, stop the sequence the second they reply or book, and cap it at 3 or 4 touches over about 10 days then drop to nothing. vary the message too, day 2 a soft nudge, day 5 a value one, day 10 a should i close this out. that last one does most of the work and gives a clean exit so it never feels like nagging. tightening those two things usually kills the complaints without killing the bookings

We follow up until they tell us to buzz off.  Also, if a customer does not get back to us after 3 calls we don't call them anymore but still send them texts or emails unless they unsubscribe.  I have a hard time beliving that they "reached out by mistake, or not sure what this is".  :). I want to fill the schedule for the team and we do our best with the follow ups. 

I think this is one of those places where more follow-up can eventually start working against you. If someone is getting both a text and an email on days 1, 2 and 3, then another 12+ touches after that, I can see why even an interested lead might feel a little overwhelmed.

We definitely follow up because people get busy and cleaning isn’t always the thing they deal with immediately, but I prefer a little more breathing room between touches. I’d rather have fewer follow-ups that actually give them a reason to respond than a long sequence of “just checking in” messages.

I also think silence starts to mean something after a certain point. If they haven’t engaged after several attempts, I’d rather move them into a longer-term nurture bucket than keep hitting them every few days.

I’d be curious to know whether you’ve compared conversion rates between the people who book early in the sequence versus the ones who finally book after day 12 or 20. That might tell you whether all of those later touches are actually earning their keep.

We have automated follow up on days 3 and 7 on Domestic quotes, days 7 and 10 on Commercial quotes.  After that Domestic quotes get personalised follow up at 1 month, 2 months and 3 months  - if no reply by then, archive quote.  If they do come back after that you can then go back on the quote and see if its still valid for current work required.  Commercial get follow ups at 2 month, 3 month and 4 month by personalised emails.

This works for us as Tree Surgeons.  A lot of domestics get 2 or 3 quotes, so you give them time to make a decision.  The ones we don't get at day 7 usually reply by 2 months.  We also send mailshots every 3 months, that works too - Gentle reminders for hedge trimming and tree work.

Personally too much chasing puts me off,  i need time to decide who I am using.  Why if you came yesterday and the quote arrives in the evening, do you need to chase me the following day?  

Your schedule includes both texts and emails on 10 different days, potentially up to 20 touches in less than a month. If customers are asking you to stop, I'd remove them from both follow-up channels immediately.

Before changing the whole sequence, I'd review 10 recent quotes and classify each as booked, declined, still deciding, or no response. Then check which follow-up actually led to a reply or booking.

That could help identify which quotes need personal attention rather than another automated reminder.

I run FollowBridge, a small service that reviews up to 10 open estimates, prioritizes next actions, and prepares follow-up drafts for the business to approve. Nothing is sent automatically. Happy to explain the approach if useful.