I like the structure here, especially the idea that every follow-up after the first couple touches should give them a reason to respond instead of just saying “checking in.”
For us, quote follow-up has worked best when it’s a mix of automation and something that still feels human.
We’ve used messages around timing, availability, and a final “have you given up on this?” style follow-up before archiving the quote after about 10 days.
One thing I’d add from experience: make sure the automation has a clean exit condition.
We learned that the hard way when follow-up kept going after someone no longer wanted contact, and it contributed to our only 1-star Google review.
So I’m a big fan of follow-up, but I’m just as serious about stopping it the second someone gives you an answer.
