Forum Discussion
When open quotes sit unanswered, the biggest risk isn't just losing the job, it's letting profitable work slip through the cracks simply because life got busy.
The most reliable approach is establishing a clear two-step timeline for every quote sent out. Two business days after sending an estimate, reach out with a brief check-in to answer lingering questions while the project is still top-of-mind for the customer. If another week passes without a word, send one final polite message asking if their project schedule has shifted, then close out the file if there is still no response so your active list stays clean.
Building this directly into a daily closing routine works best. Setting aside fifteen minutes at the end of every workday to scan open quotes prevents them from piling up into a giant chore at the end of the week. Keeping clear status tags on each file like awaiting customer reply or follow-up sent ensures nobody gets contacted twice or receives the wrong message.