Quote Follow-Up
You sent it. Then nothing happened.
Five touches over sixty days instead of one email and silence — same leads, same crew, same ad spend.
What is quote follow-up automation?
Quote follow-up automation is the sequence of messages that goes out after you send a price. Most businesses send the quote and follow up once, if at all. The customer is getting two other quotes, having a busy week, waiting on a spouse — and hires whoever was still in front of them later.
A couple of platforms we specialize in
We are flexible and like to use already existing infrastructure if possible!
It stays in front of them for you
Nobody decides on a Tuesday because a vendor was persistent. They decide when the money is there and the spouse says yes, and the only question is whose name is on the desk that week. This puts yours there without you having to remember.
Multi-touch follow-up over sixty days, timed to be welcome.
Flags a quote that's gone quiet before it goes cold.
Stops the second they reply, book, or say no.
Four steps, no mystery
The Blueprint
Ninety minutes with your systems open. We find what's leaking, and you leave with a written plan, a build order, and a fixed price. Free for the first five.
The build
We build it in the tools you already pay for, in your accounts, under your name. You approve every message before a single one goes out to a customer.
Switch-on
It goes live in stages, not all at once. We watch the first week closely, fix what the real world breaks, and tune the timing against real replies.
We watch it
Nothing we build is left running unwatched. Skip monitors it and alerts us, not you — you shouldn't hear your system is down from an angry customer.
You don't want to be the one who nags
That's a decent instinct and it's why most quotes get one email. But one email and then nothing isn't restraint — it's abandonment, and the customer reads it as you not wanting the job. They're busy, not uninterested, and the follow-up that lands right is the one that helps them decide.
Every message is one you'd send yourself
You approve the whole sequence before one goes out. If a message wouldn't sound right coming from you, it doesn't go in. That's the only test we use.
It stops the moment they answer
What makes follow-up feel like nagging is when it doesn't notice you replied. A reply, a booking, or a no ends it immediately and quietly.
Automation isn't here to remove the personal touch.
It's here to make it possible. The business that remembers you is usually just the one with a system behind it.
Your close rate moves without new leads
Nothing upstream changes. Same ad spend, same phone, same crew, same quotes going out the door. The only thing that changes is how many of the ones you already sent come back, which is the cheapest growth available to most businesses.
Quotes stop disappearing into a silence nobody tracks.
You know what's still live without holding it in your head.
Your close rate moves without a single extra lead.
Find out what your quotes are worth
Ninety minutes with your systems open. You leave with a written plan, a build order, and a fixed price — not an estimate.
Quote follow-up FAQs
The questions owners ask before letting anything chase a quote for them. If yours isn't here, ask us directly.
Fewer than you think, spaced further than you think. We usually land on five over sixty days, and the spacing matters more than the count — four in a week annoys, four in two months reminds.
Then it stops, and it stays stopped. A no is a real answer and chasing past it is how a business gets a reputation. We tag them instead and they come back later in a different sequence.
Usually. Jobber, Housecall Pro, ServiceTitan, QuickBooks, or a spreadsheet — we work with what you've got. If it can't connect, we'll tell you that in the Blueprint rather than after.
The Blueprint is free for the first five businesses, then $500 credited to the build. The build gets quoted after we've seen inside your system — anyone quoting before that is guessing. Then a monthly fee.
Skip watches everything we build and alerts us, not you. Automations do break — passwords change, APIs update. The difference is who finds out first. You shouldn't hear it from an angry customer.