Quote follow-up: how to win more jobs
In short: Follow up a sent quote after 2-3 working days: a short call or email often decides the job. The best moment is when the client has just opened the quote. Set a follow-up date for every quote and track each one by status (sent, opened, accepted).
Updated: · ÁrazóSzoftverWhen to get in touch
| When | What to do |
|---|---|
| Day of sending | Short note: did it arrive, any questions? |
| After 2-3 working days | Call: have they looked at it, what do they think? |
| When it is opened | If you see them reading it, that is the best moment to call |
| Before it expires | Reminder about validity, maybe an alternative option |
Sample message
“Hi Emma, I sent you the quote for painting the living room. Have you had a chance to look? If you have questions or would like a cheaper option, I am happy to adjust it. We could start early next week.”
How ÁrazóSzoftver helps
- See who opened the quote and when
- A follow-up date per customer, reminded in your to-dos
- Pipeline board: draft, sent, opened, accepted, rejected
- Notes on the customer record
Stop calculating by hand
ÁrazóSzoftver calculates all of this automatically and sends a ready PDF quote.
One-time purchase: €559.99 + VATFAQ
Is following up pushy?
Not if it is short and helpful. Clients often simply forget or have a question they did not ask.
How many times should I follow up?
Usually 2-3 times: after 2-3 days, after a week, and before it expires. Then leave the door open.