How to follow up on a quote without being pushy (with templates)

Most quotes don't get a no. They get silence. The customer was interested enough to ask for a price, then life got in the way. A short, polite follow-up brings many of them back, and it's the cheapest sales activity a contractor can do.

When to follow up

• First follow-up: 2–3 days after the quote is sent.
• Second follow-up: 5–7 days after the first, if there's no reply.
• Large projects (renovations, roofs, full system replacements): add a third check-in after two to three weeks.
• Stop immediately when the customer replies or asks you to.

Rules for a good follow-up

• Use their name and mention the job so it doesn't read like a mass message.
• Offer help, not pressure: questions, changes, a quick call.
• Keep it to two or three sentences.
• Never invent urgency or fake discounts.
• Include an opt-out line in texts, as required in Canada.

Templates you can use

First follow-up (any trade)

Hi [Name], it's [Your name] from [Business]. Just checking you received the quote for [job]. Happy to answer any questions or adjust anything. Reply STOP to opt out.

Second follow-up

Hi [Name], following up once more on the [job] quote. If the timing isn't right, no problem. Just let me know and I'll close it out. Reply STOP to opt out.

Big projects (renovation, roofing, replacements)

Hi [Name], I know [project] is a big decision. If it helps, I'm happy to walk through the quote by phone or adjust the scope to fit your budget. Reply STOP to opt out.

When rebates or permits are involved

Hi [Name], checking in on the [heat pump / panel] quote. Let me know if you'd like help with the rebate or permit side. We do this often. Reply STOP to opt out.

Make it automatic

The hard part isn't writing follow-ups, it's remembering to send them after a long day. Scalemint's quote follow-ups send these reminders on schedule in your voice and tell you who replied, so nothing slips.