How to build a two-step quote follow-up sequence today
A quote that goes unanswered is not necessarily a lost job. It is often a job waiting for someone to stay present. A two-step follow-up takes 20 minutes to set up once and applies to every quote you send afterwards.
Step 1: Write the first follow-up message (48-hour touchpoint)
This message is a check-in. Its job is to confirm the quote arrived and give the prospect an easy opening to ask questions. Keep it short and free of urgency language.
Draft: "Hi [name], just checking the quote we sent on [date] came through clearly. Happy to answer any questions on it or adjust anything if the scope has changed. Let me know."
Step 2: Write the second follow-up message (7-day touchpoint)
This message confirms availability and gives the prospect a gentle prompt to decide. It is designed to surface anyone who delayed but is ready to move.
Draft: "Hi [name], following up on our quote from [date]. We still have availability for this and would be glad to get it booked in. Let us know either way and we can take it from there."
"Either way" matters. It signals confidence, removes pressure, and invites a response from people who want to decline as much as those who want to proceed.
Step 3: Load both messages into your send process
If you use a CRM: create two follow-up tasks or automated messages triggered when a quote is sent, set to fire at day 2 and day 7. If you do not have a CRM: create a recurring calendar reminder on the day each quote is sent. Set it to prompt you at 48 hours and 7 days.
Step 4: Set a cut-off
After the second message, if there is no response, mark the quote as inactive and move on. Do not send a third, fourth, and fifth chase. Two contacts is the standard; more than that moves from persistent to irritating.
Step 5: Apply to outstanding quotes
Go through any quotes currently sitting unanswered in your system. Send message one or message two (depending on how long ago the quote went out) to each one this week.
If you want the follow-up to run automatically after every quote without you having to track it, book a free discovery call with EveryCatch and we will build the sequence into your pipeline.
