Quoting Follow‑Up: How to Stop Losing Jobs After You Send the Quote
Most jobs are lost in the follow‑up, not the quote. Use a simple 3‑touch cadence, improve clarity, and make ‘yes’ the easiest option.
Paul Kenneth KentIf you’re sending quotes and hearing nothing back, the problem is usually the follow‑up (and clarity), not your price. Here’s a simple system to improve conversions without being pushy.
Make the quote easy to say ‘yes’ to
Use clear scope, line items, and a ‘next step’ at the bottom (acceptance + booking).
Offer a limited number of start dates so you stay in control of your calendar.
Use a 3-touch follow-up cadence
Touch 1 (Day 2–3): “Any questions? Happy to clarify.”
Touch 2 (Day 7): “Do you want me to pencil a slot?”
Touch 3 (Before expiry): “Quote expires on X — shall I extend or close it?”
Track follow-ups like jobs
If follow-up isn’t scheduled, it doesn’t happen.
Put the next follow-up date in your system/calendar the moment you send the quote.
Want help building a calmer calendar and tighter workflow? Start a free 14‑day trial of TradePlan.