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Lu-Delso's avatar
Lu-Delso
Contributor 3
21 days ago

How do you manage quotes that never get accepted?

Hey everyone! I'm curious how you handle quotes that customers never respond to.

Does Jobber's built-in follow-up automation do enough to bring those customers back, or do you still have to manually track unanswered quotes and chase leads?

What part of the process do you find most frustrating?

I'd be interested to hear what's working for you and what could be improved.

29 Replies

  • One change worth trying: send the quote by text as well as email. Email sits unread; a text gets read. Same quote, but the text carries one question with it — 'Quote's in your inbox, does the scope look right to you?' People answer a question, they ignore a reminder. Say the expiry date in that same text, plainly. After that, two touches and then one closing text — 'Shall I close this one out for now?' That last one pulls more yeses than you'd expect. Past that, archive it. Chasing a dead quote costs more than the job's worth.