PipeStitchFollow up without being pushy
Every open quote hears from you once a week, three times.
The short version
- Who runs it: The owner or office person, Wednesday at 9, for 15 minutes.
- Set it up once: about 30 minutes
- Check it’s working: Zero open quotes older than 4 weeks. Check your quote list every Wednesday before you close it.
The short version
- Who runs it: The owner or office person, Wednesday at 9, for 15 minutes.
- Set it up once: about 30 minutes
- Check it’s working: Zero open quotes older than 4 weeks. Check your quote list every Wednesday before you close it.
What it costs you today: A quote with no follow-up often just sits. The customer meant to answer, got busy, and hired whoever called them back.
What you’ll use
- Jobberwhat you already pay, if you quote in it
- Housecall Prowhat you already pay, if you quote in it
- Google Sheetsfree, if you don’t use job software
- Your AI assistantfree plan works
Set it up once
about 30 minutes
Keep every sent quote in one place: your job software’s quote list, or a sheet with first name, job, amount, date sent, and follow-ups.
Write your schedule down: the first Wednesday after you send it, check they got it; the second, offer to answer questions; the third, a last friendly note. After that, close it.
Save the prompt below as a saved chat called Quote follow-up.
Put a 15-minute block on your calendar, Wednesday at 9, called Quotes.
Run it every time
Open your quote list and find every quote still waiting for an answer.
For each one, paste its facts under the prompt: job, amount, date sent, and which follow-up it is (1, 2, or 3).
Read the draft out loud, then send it in the same email or text thread as the quote.
Write today’s date in the follow-ups column. After the third one with no answer, mark it lost, with the reason if you know it.
Copy this prompt
Paste this, then the quote’s facts underneath.
Write a short follow-up about a quote my [trade] business sent. Use only the facts below: the job, the amount, the date sent, and whether this is follow-up 1 (make sure they got it), 2 (offer to answer questions), or 3 (a last friendly note, and say we’ll close the quote out if we don’t hear back). Rules: under 60 words, warm and plain, no pressure, no made-up deadlines, no discounts, and no price changes. Put [?] where a fact is missing. Here are the facts:
The number to check
When not to use it
- The customer said no, or asked you to stop. Mark it lost and leave it.
- A commercial bid with a set date for answers. Follow their process, not this schedule.
- You want to offer a discount. That’s your decision to make on the phone, not in a drafted note.
Privacy: Paste the job, amount, and dates. Leave out the customer’s last name, address, and phone number.
When you outgrow this
Next playbook: No lead waits past Monday →