Every quote gets a next step
The system starts the day the quote goes out, not two months later when the diary looks thin.
Part of the revenue system
Quotes don’t need luck. They need a system.
A reminder in someone’s head is not follow-up. We install a day 1/3/7/14 sequence on every quote you send, personalised, polite, and stopping the moment they reply.
Day 1confirm receipt and the next step
Day 3answer questions before the drift
Day 7surface stalled decisions
Day 14close the loop without pressure
The gap
Quotes usually go quiet in the gap between the site visit and the office.
The quote gets sent, the week gets busy, and the next action is assumed rather than owned. By the time someone remembers, the customer has forgotten, delayed, or booked whoever followed up first.
The owner can see stalled work
A two-minute look at the pipeline shows which quotes need a call, a requote, or a polite close-out.
The tone stays respectful
Follow-up should help the customer make a decision. It never nags, never pressures, and always carries an opt-out.
What gets built
The follow-up your quote process should have had all along.
Quote-stage pipeline
A simple board with quoted, followed-up, replied, call booked, requote, won, lost and do-not-contact states.
Messages and prompts
Short, approved wording for each follow-up point, so nobody is inventing the message under pressure on a Friday afternoon.
Stops when it should
Replies, bookings and opt-outs pull a quote out of the sequence instantly, so the customer never gets chased after they’ve answered.
Stop creating quiet quotes, and recover the ones you already have.
The system follows up every new quote and reactivates the old ones worth chasing. The leak check shows you both numbers.
FAQ
Follow-up system questions.
What follow-up timings do you install?
The core rhythm is day 1, day 3, day 7 and day 14 after the quote goes out, adjusted to your sales process and the size of the job.
Does the sequence pester people?
No. The messages are short, polite and personalised to the job, and the sequence stops the moment the customer replies, books, or opts out.
Does it send automatically?
The routine touches can send automatically, but warm replies always go to a real person with an alert and a callback script. The system creates owner-visible tasks, not just messages.
Free · 30 minutes
Find your follow-up gap.
Tell us how many quotes you send and what happens after they go out. We’ll come back with a straight answer on what a follow-up system would be worth.
- No payment required
- Built around your current process
- A straight answer from the person doing the work
Got it, thank you.
We’ll come back within one working day to arrange your leak check.
That didn’t send.
Email us directly at [email protected] and we’ll reply within one working day.