Quote Follow-Ups: How Much Is Too Much?

Question

We’ve grown Hocus Pocus to a seven-figure cleaning company largely through organic leads, referrals, and word of mouth.

As we’ve scaled, one thing I’ve realized is that generating leads is only half the battle. What happens after someone requests a quote is just as important.

We’ve started utilizing Jobber’s automated quote follow-ups at 24 and 48 hours, but I’m considering expanding that sequence to capture prospects who may not be ready to make a decision immediately.

Here’s where I’m torn: I want to make sure we’re following up consistently without making potential clients feel like we’re harassing them. 😂

I also think there’s a difference between genuinely helpful follow-up and repeatedly asking someone if they’re ready to book.

For those utilizing Jobber’s automated quote follow-ups, what timing and frequency have you found most effective?

Are you sticking with a couple of touchpoints, or have you developed a longer nurture sequence that’s actually improving conversions?

wiringbyron · Answer

Hi Rose,&nbsp;I feel like I have every right to follow up as many times as I want until someone has the decency to tell me no, lol, but that's just me. I'm not saying everyone has to do that.Because you mentioned a helpful follow-up period, I do have an automation that goes out much later. I believe it's maybe even 6 months. That automation is following up on the quote, just saying something along the lines of:"Hey, you probably chose someone else for this job, and that's okay. We just wanted to check in and see how the job went. Did they do a great job for you guys? If so, that's awesome. We will archive this quote. If they left something to be desired, let us know how we can help out."My thought is, even if we didn't win this job, the client might realize that, hey, our follow-up is better than the company's follow-up that actually did the job. Maybe we get the next one. It's all automated, so it's really no extra work on my behalf.&nbsp;

danylshevchenko · Answer

Hi Rose — since you already have 24- and 48-hour reminders, I’d review what remains unanswered before extending the sequence.

Someone comparing recurring cleaning options may need a different next step from someone who postponed a one-time clean. A useful review would separate those situations and check whether the next message answers a real question. Replies, declines and opt-outs should stop the relevant follow-up.

Are the quotes still open after those first two reminders mostly recurring-service proposals or one-time jobs? That distinction could help decide whether another touchpoint adds value.

ryanclearchase · Answer

Rose — if 24 and 48 are already on, I'd pause before adding more of the same "just checking in." Pull the quotes that are still open after those two, split recurring vs one-time, and write the next message to answer a real question (timing, what's included, or "should I close this out?"). Replies, declines, and opt-outs should stop that quote's sequence.

huzaifasiddique · Answer

Your customers are already telling you the answer — the ones asking to be taken off the list are the signal, not the exception. Two reminders (24h and 48h) is a solid base; I'd stop extending the sequence and instead make the touches count. Day 3: check if they have questions. Day 7: add something useful — a detail about the service or a common concern answered. Day 14: give them an easy out — 'should I keep this open or close it for now?' Then stop, and move them to an occasional seasonal check-in. The 'close it for now' message gets the most replies of any of them, because it lets people say no without awkwardness — and a no is worth more than silence.

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Quote Follow-Ups: How Much Is Too Much?

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