Quote follow-up: stop good leads going cold

Why follow-up matters

Customers often get several quotes and decide when they have a spare minute. The business that politely checks in at the right time is usually the one that gets the job.

A simple three-touch pattern

1. Day 0: send the quote with a clear summary, what's included, what isn't, and how long the price holds.
2. Day 3: a short, friendly check that it arrived and an offer to answer questions.
3. Day 10: a final note, mentioning when you could start, and making it easy to say no.

Where AI helps

AI can turn your site notes into a clear quote summary in your house style, and draft each follow-up so it reads naturally rather than like a template.

Most job management and email tools can schedule follow-ups automatically. The key is a list of open quotes and one agreed rule for when to chase.