Quote follow-up
Every unsold quote is a customer who said maybe.
Most quotes don't go cold because the price was wrong — they go cold because nobody followed up. A quote without a follow-up schedule is a lead you paid to generate and then let expire.
Why quotes go cold
The quote wasn't lost. It just wasn't followed up.
Buyers get busy.
Most people intend to reply and then the day gets away from them. The follow-up is the nudge that turns a maybe into a decision.
Speed wins.
The quote you follow up on today beats the one a competitor follows up on tomorrow.
The money is already spent.
You paid to generate the lead and write the quote. The follow-up is the cheapest part — and the part that closes it.
How to do it
Five steps to follow up on quotes.
- 1
Track every quote
Write down who you quoted, what for, and how much. If a quote lives in your head or a pile of paperwork, it's already gone cold.
- 2
Follow up within 2 days
Reach out the day after, or the day after that, while it's still top of mind. Speed matters more than the perfect wording.
- 3
Follow up at day 2, 5, and 12
A short sequence over two weeks catches people who simply got busy. Most jobs are won on the second follow-up, not the first.
- 4
Say something useful, not pushy
Offer a specific next step: answer a question, adjust the scope, or schedule a walkthrough.
- 5
Track won, lost, or still open
Mark the outcome — a still-open quote gets another nudge, and a lost one gets a follow-up in 3 months.
Scripts you can use
Copy these, fill in the blanks.
The first follow-up
Hi first name, it's your name from your business. Just wanted to make sure the quote for your service came through. Any questions I can answer?
The second follow-up
Hi first name, your name again. If the service is still on your mind, I can adjust the scope or walk you through it. Happy to help whenever works.
The last try
Hi first name, last note from me on the service quote. If it's not the right time, no problem — I'll leave it with you and we can pick it up later.
How Rebook helps
Rebook keeps every quote moving.
Quotes don't get lost
Every open quote stays in your queue.
Rebook keeps each quote on the list with the date and the reason, until it's won or closed.
Today's queue
- Emma LarsonNextElectrical · Panel upgrade quote · Quoted 9 days ago, no replyDue today
- Dana WhitfieldPlumbing · Water heater quote · Quoted 3 days agoToday
- Route 9 DinerPest control · Quarterly contract · Quote awaiting decisionThis week
- Marisol BernLandscaping · Irrigation quote · Asked to be called backTomorrow
5 due today · 1 booked · Illustrative sample data
Know what to say
A follow-up script, ready when you are.
Rebook prepares a short message from the quote, so anyone can pick up the thread.
Emma Larson · panel upgrade · due quoted 9 days ago
Provided conversation guide
Hi Emma, it's Alex from Brightline Electrical.
Wanted to make sure the panel upgrade quote came through. Any questions I can answer?
Your team confirms the result before the plan changes.
See what you win back
Recovered quotes, in one number.
Booked value from followed-up quotes, measured from the outcomes your team recorded.
Analytics
- Booked value
- $0
- Recovered visits
- 0
- Due resolved
- 0%
Booked value by week · Illustrative sample data
Common questions
How often should I follow up on a quote?
A short sequence over about two weeks — day 2, day 5, and day 12 — catches most people without feeling pushy.
When should I stop following up?
After a few unanswered messages, leave it open but stop pushing. A "still open, no pressure" state is fine; a daily "just checking in" is not.
Does Rebook send the follow-ups?
No. Rebook keeps the quote in your queue with the next step and a script; your team makes every contact.
Free to start
Keep the relationship going after the job is done.
Bring your customer list. See who needs a follow-up this week.