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Quote follow-up email templates

Free follow-up emails for quotes and estimates: day 2, 5 and 12 check-ins, plus replies for "not now" and "we went with someone else".

Most quotes that go quiet aren't a no; the customer got busy. These check-ins keep you on their mind without being pushy.

Day 2: did it arrive?

Template
Subject: Your [project] quote

Hi [name],

Just making sure the quote for [project] came through. Happy to answer any questions or walk through it together.

Thanks,
[your name]
[your business]

Day 5: offer to adjust

Template
Subject: Re: your [project] quote

Hi [name],

Checking in on the [project] quote. If anything in the scope or price doesn't fit, I can adjust it. If the timing isn't right, just tell me when to check back.

Thanks,
[your name]

Day 12: the last check-in

Template
Subject: Should I keep your [project] quote open?

Hi [name],

I don't want to keep filling your inbox. Should I keep the [project] quote open for you, or check back later in the year?

Either way, thanks for considering us.
[your name]

When they say "not now"

Template
Thanks for letting me know, [name]. I'll check back in [month]. If anything changes before then, just reply here.

When they went with someone else

Template
Thanks for telling me, [name], I appreciate it. If you don't mind sharing, was it price, timing or something else? It helps us improve. Good luck with the project.
Want this done for you? The quote follow-up sends these for you, in your name, and you approve every email until you switch it to automatic. Win the jobs you already quoted.

Questions

When should I follow up on a quote?

Two, five and twelve days after sending works well: soon enough to stay on their mind, spaced enough not to annoy.

How many times should I follow up?

Three check-ins is plenty. After that, ask when to check back and stop.

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