How much Quote Follow Up is Too Much?
"Can you turn off my automations, your system is blowing me up?" I've gotten that a lot the last few months since I've set my system up. We basically text and email at day 1,2,3, 6,8,12,16,20,25,29 ...
Forum Discussion
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.
- Day 3: Follow up to see if they have questions about the quote.
- Day 7: Offer something useful. Explain the value of the service or address a common concern.
- Day 14: Give them an opportunity to move forward or let you know if their plans have changed.
- 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.