Follow-up system

Unsold quotes need a system, not luck.

A reminder in someone's head is not follow-up. We install a visible day 1/3/7/14 rhythm so every new quote has a next step before it goes quiet.

Check your follow-up gap Reactivate old quotes too

Day 1confirm receipt and next step

Day 3answer questions before drift

Day 7surface stalled decisions

Day 14close the loop without pressure

The gap

Quotes usually go quiet in the handover between survey, office and sales.

The quote is sent, the team gets busy, and the next action is assumed rather than owned. By the time someone remembers, the homeowner may have forgotten, delayed, or chosen whoever followed up first.

Every quote gets a next step

The system starts when the quote is issued, not two months later when the pipeline looks thin.

Owners can see stalled work

A two-minute board view is enough to see which quotes need a callback, requote, note or close-out.

The tone stays respectful

Follow-up should help the homeowner make a decision. It should not nag, pressure or hide the opt-out.

What gets built

The follow-up system your quote process should have had already.

Quote-stage pipeline

A simple board with quoted, followed-up, replied, call booked, requote, won, lost and do-not-contact states.

Message and call prompts

Short prompts for each follow-up point so staff are not inventing the wording under pressure.

Suppression and handover

Opt-outs and no-contact records are preserved, and the process is documented before handover.

Recover the old quotes, then stop creating new quiet ones.

The sprint includes both reactivation and the installed follow-up workflow that keeps future enquiries warmer.

Check your fit first

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, with tasks and message prompts adjusted to your sales process.

Does the follow-up system send automatically?

Some reminders can be automated, but the system is designed to create clear owner-visible tasks as well. Warm replies should be handled by a real person.

Can you install this after the reactivation campaign?

Yes. The 14-day sprint includes old quote reactivation and installs the follow-up workflow so future quotes are not left quiet.

Step 1 · free

Find the follow-up gap.

Tell us how many quotes you issue, where they are tracked, and what happens after they are sent. We will tell you whether the sprint is the right fix.

Built around your current process
No CRM migration required
Clear handover by day 14