Many quotes are lost not because the customer said no, but because they got busy and forgot. A friendly follow-up often turns “I’ll think about it” into a booked job.
Set expectations when you send it
When you give the quote, say what happens next: “I’ll give you a ring on Thursday to see if you have any questions.” That makes a follow-up expected, not pushy.
Follow up on a schedule
A simple pattern works well:
- Within a day or two: check they received it and answer any questions.
- After a week: a short message asking whether they would like to go ahead or need anything changed.
- After about three weeks: a last note saying the price is held for a set time, and that you are happy to help whenever they are ready.
Keep it short and friendly
For example: “Hi Sam, just checking you got the quote for the flat roof and whether you have any questions. Happy to talk it through. Thanks, Alex.” That is all it takes.
Add value, not pressure
Mention something useful rather than just asking for a decision: when you could start, a way to save money, or a quick answer to a worry they raised. Avoid fake deadlines and “last chance” tactics, which put people off.
Use the method they prefer
If they enquired by text or WhatsApp, reply the same way. If they filled in a form, email. A phone call is good for talking things through but may not suit everyone. See WhatsApp, phone or form.
Find out why they hesitated
If they say no, ask politely what put them off. Price, timing and trust are the usual answers, and what you learn helps you win the next one.
Keep a simple record
Note each quote, its date and when you will chase it. A simple spreadsheet or your phone’s calendar is enough. Our site’s enquiry log helps too.
A quote is not finished until the customer has said yes or no. A polite chase is good service.