I’d ask one question before sending the quote. “When do you think you’ll have a chance to look it over?” If they say they’re going over it with their spouse this weekend, I’d ask if Monday is a good day to check back.
That gives you a natural way to pick up where you left off. “Hey Lu, you mentioned wanting to get the fence up before the dog comes home. Does that timing still work?”
That’s where I’d want the automation to help. Remind me to reach out on the day we agreed on and show me the note about what mattered to that customer. Then I can spend my time having the conversation.
I really like this approach. Agreeing on a follow-up date upfront makes the conversation feel much more natural rather than chasing someone who hasn't responded.
I'm curious, does Jobber let you keep customer-specific notes connected to follow-up reminders, or do you still have to manage that part manually?
