Fewer missed jobs
Silence isn't
a no.
You send the quote, and then nothing. Most of the time the customer hasn't said no. They got busy, had a question, or forgot. Without a follow-up, a good quote quietly expires.
Why it happens
Following up feels awkward, and it's easy to put off when there's real work to do. So it happens once, if someone remembers, and then the quote drifts.
Meanwhile the customer is comparing options. The business that checks in, answers questions and makes it easy to say yes is usually the one that gets the job.
Our view
Every quote deserves a friendly, well-timed follow-up. Not pressure, just a reason to reply.
Speed and follow-through matter from the very first contact. In one long-running study, calling a new inquiry within 5 minutes instead of 30 made it 21 times more likely to turn into a qualified opportunity.
Oldroyd, Lead Response Management Study, MIT with InsideSales.com, 2007What changes
Quotes go out and there's no plan for what happens next
Follow-ups depend on memory and a quiet afternoon
No clear view of which quotes are still open
After
Friendly follow-ups go out on day 2, 5 and 10 until you hear back
Customers can accept and sign your quote online
Every open quote is visible at a glance
How it works
We track every quote
Each quote gets a place in a simple board that shows what's sent, what's viewed and what's signed.
We automate the follow-up
A short, friendly check-in goes out in your name on a schedule, and stops the moment the customer replies.
We make yes easy
Customers can accept, sign and pay a deposit online, without printing anything.
What it looks like in your business
Trades and makers
Every estimate gets checked on, so fewer jobs are lost to "we went with someone else" when nobody ever followed up.
Office and professional services
Proposals and engagement letters are tracked from sent to signed, with gentle reminders along the way.
Appointment-based businesses
Consultation follow-ups and treatment plans get a timely nudge instead of waiting for the customer to remember.
What you need to do
Tell us how you quote today
Approve the follow-up messages
Keep sending great quotes. The follow-up takes care of itself
Questions
Won't automatic follow-ups feel pushy?
Not when they're written well. Each one is short, friendly and easy to answer, and they stop as soon as the customer replies.
Can customers sign online?
Yes. They can review, accept and sign on their phone, and you get notified right away.
What if a customer says no?
You mark it as lost, the follow-ups stop, and you can see over time why quotes are won or lost.
Follow-up message templates
16 texts and emails for missed calls, quotes, reminders and reviews.
Fix this first.
Book a free 30-minute call. We'll look at how this works in your business today and show you what we'd set up.