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rmahar001's avatar
rmahar001
Contributor 2
6 days ago

The quote follow-up texts I’d copy if I were starting over

I’ve spent the last few weeks asking owner-operators how they keep quotes from going cold without sounding pushy. The same few habits kept coming up, so here they are as copy-paste texts. Swap in your own job and dates.

Day 0, same day as the visit: “Hi [Name], your quote for [job] is in your inbox. The short version: [one line on what’s included]. Happy to walk through it on a 5-minute call if that’s easier.”

Day 2: “Hi [Name], just making sure the quote came through OK. Any questions on scope or timing I can answer?”

Day 7, give them something new: “Hi [Name], we have an opening the week of [date] in your area. If that timing works, I can hold it for you until [day].”

Day 21, the easy out: “Hi [Name], should I keep your quote open or close it out for now? Either answer is totally fine.”

Day 60, seasonal re-open: “Hi [Name], [season] spots are starting to fill. Want me to refresh the quote from [month]?”

Rules that seem to matter more than the wording:

  1. Stop the sequence the moment they reply, even if it’s a no.
  2. One ask per message.
  3. Every message after day 2 gives a reason to reply (a date, a change, an easy out).
  4. When you lose one, note why (price, timing, went with someone else). After 20 quotes you’ll know which message to fix.

What’s the one follow-up message that gets you the most replies

1 Reply

  • AnthonySalazar's avatar
    AnthonySalazar
    Verified Community Coach
    8 hours ago

    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.