Guide

Quote follow-up templates that win jobs

Most quotes are lost to silence, not to price. Here is what to send, and when.

You send a quote. You hear nothing. You assume they went with someone cheaper, you feel slightly insulted, and you move on.

Usually that is not what happened. What happened is that they got busy, your quote slid down the inbox, and they never made a decision at all. Nobody won that job — it just evaporated. And the contractor who follows up is the one who gets it, not because they were cheaper, but because they were the one still there when the customer finally had a free Tuesday to think about it.

Following up feels like nagging. It is not. From the customer's side it reads as organised, which is exactly the quality they are trying to assess in you.

The timing that works

Template 1 — the bump (day 2–3)

Hi [Name],

Just checking the quote for the [job] came through OK — sometimes they land in spam.

Happy to walk through any of it, or adjust the scope if you want to look at options.

[Your name], [Business]

That is the whole message. Do not re-sell. Do not apologise for contacting them. You are confirming receipt, which is a normal thing a professional does.

Template 2 — the one that wins jobs (day 7)

Hi [Name],

I've got a slot open the week of [date] and wanted to check whether you'd like me to hold it for the [job].

One thing I should have mentioned: [specific, useful detail — the material lead time, why you priced a particular element the way you did, a cheaper option if they want it].

If you've gone another way, no problem at all — just let me know and I'll release the slot.

[Your name]

This message does three things and every one of them matters.

It creates a real, honest deadline. Not a fake "prices go up Friday" — an actual slot in an actual calendar. That gives them a reason to decide now rather than eventually.

It adds value instead of asking for a decision. The specific detail is the point. It proves you have thought about their job since you left, which is more than the other two quotes have done.

It gives them a graceful exit. Counter-intuitively, this is why it works. Most silence is embarrassment — they do not know how to say no. Give them an easy no, and a surprising number of them say yes instead. And the ones who do say no have told you, which means you can stop wondering and go win something else.

Template 3 — the polite close (day 14)

Hi [Name],

I'm going to take the [job] off my pending list so I'm not holding time — but the quote stands if you want to pick it up later. Just reply and we'll go from there.

Thanks for thinking of us.

[Your name]

This is not a defeat. It reads as busy and organised, and it is astonishing how often the "I'm closing this off" message is the one that gets an immediate reply. People respond to a door closing.

Template 4 — the revive (day 30–60)

Hi [Name],

I was working nearby and thought of the [job] we quoted back in [month]. If it's still on your list, I have some availability in [month] and I'm happy to honour the original price.

[Your name]

Costs you two minutes. A meaningful share of dead quotes come back this way — the job did not stop being necessary, it just stopped being urgent.

What actually loses quotes

It is worth being clear about this, because contractors reflexively assume it is price. Usually it is not. In rough order:

How to follow up without it eating your week

The reason contractors do not follow up is not that they disagree with any of this. It is that following up on eleven open quotes requires remembering eleven open quotes, and by Thursday you are thinking about a boiler.

So make it mechanical rather than heroic. Keep one list of quotes you have sent, with the date. Once a week — pick a fixed time, Friday morning with a coffee is as good as any — go down the list and send the appropriate message from above to anything that has aged past its next step. It takes about fifteen minutes for a full list, and it is almost certainly the highest-paid quarter of an hour in your week: one recovered job pays for months of Fridays.

Do not automate it into something that reads like a robot wrote it. These messages work because they sound like a person who remembers the job. A templated blast that says "Dear Valued Customer" undoes the exact impression you are trying to make.

Three of those four are fixable this week without dropping your rate by a cent. Speed and presentation are why electricians — who quote more than almost any other trade — get so much out of quoting on site rather than at the kitchen table on Sunday.

Start from a document that looks like a real business sent it: our free template is a reasonable place to begin, and if you want to know whether the number on it is high enough in the first place, the rate calculator will tell you.

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