This is just what has worked for me.
I send the quote immediately, then follow up the next day to make sure they received it and to see if they have any questions.
If I do not hear back after a few days, I add them to my follow-up list.
A few days later, I check in again to see if they have reviewed the proposal and whether there is anything they would like to discuss or adjust.
My final follow-up is usually about a week later. At that point, I am not trying to pressure them. I am trying to understand why I may have lost the job.
I usually send:
Just checking in one last time. If you decided to move forward or chose another contractor, I would appreciate knowing either way so I can update my schedule. Thanks again for considering ColdPoint Refrigeration.
Most of the time, I get a response from that last message. Even if I lose the job, the feedback helps me improve my pricing, presentation, and sales process.
One thing that has made a huge difference is calling the customer instead of relying only on text or email. A quick two-minute conversation builds trust.
AI has also been a huge game changer. You can use customer photos to create mockups and show them what the finished job may look like.And yes, I used AI to help me help you. The ideas and experience are mine. AI just helped me explain them more clearly.
