Quote Follow-Up Templates
You sent the quote. Now what? Most businesses send a proposal and then wait, hoping the customer will call back. But 80% of sales require at least five follow-ups — and most people give up after one. Following up after a quote isn't pushy; it's professional.
These templates cover the critical follow-up sequence after you've sent a proposal or estimate. They're designed to keep you top-of-mind, address common objections, and create gentle urgency — without being annoying. The tone is helpful and confident, never desperate.
Use the full sequence or pick individual templates that fit your sales process.
Templates
Same-Day Quote Follow-Up (Text)
Send via text 2-4 hours after delivering the quote. Quick check to make sure they received it.
Hi [First Name], this is [Name] from [Business Name]. Just wanted to make sure you received the quote I sent over. Let me know if you have any questions — happy to walk through it. [Phone]
48-Hour Follow-Up (Email)
Send 2 days after the quote if they haven't responded. Open the door for questions.
Subject: Any questions about your quote? Hi [First Name], I wanted to check in on the quote I sent over on [day]. I know these decisions take some thought, and I'm happy to answer any questions or adjust anything if needed. A couple of things customers often ask about: - [Address common question #1 — e.g., "Timeline: We can typically start within 1-2 weeks of approval"] - [Address common question #2 — e.g., "Payment: We offer flexible payment options for projects over $X"] No rush — just want to make sure you have everything you need to make the best decision. Best, [Your Name] [Business Name] [Phone Number]
5-Day Follow-Up — Social Proof (Email)
Send 5 days after the quote. Use social proof to reinforce confidence in choosing you.
Subject: What other [City] customers are saying Hi [First Name], While you're thinking about your [project/service], I wanted to share what a recent customer had to say: "[Paste a real review or testimonial relevant to their project type]" — [Customer Name], [City] We take a lot of pride in the work we do, and I'd love the opportunity to deliver the same results for you. If you're ready to move forward, just reply to this email or call me at [phone number]. If you need more time, that's perfectly fine too. Best, [Your Name] [Business Name]
10-Day Final Follow-Up (Email)
The last scheduled follow-up. Creates gentle urgency with a time-bound element.
Subject: Quick update on your quote Hi [First Name], Just a heads-up — I wanted to let you know that [time-sensitive element — e.g., "our schedule is filling up for next month" or "material pricing may increase after this quarter" or "we're running a limited promotion that ends this week"]. I want to make sure you get the best value, so I wanted to give you a heads-up before anything changes. If you'd like to move forward — or if you have any final questions — I'm here. Just reply or call [phone number]. And if you've decided to go in a different direction, no hard feelings at all. I appreciate the opportunity to quote for you. [Your Name] [Business Name]
Best Practices
- Always follow up — 80% of deals require 5+ touchpoints, but most people stop after 1
- Vary your format: mix emails and text messages for higher response rates
- Reference the specific project or service in every follow-up to show you're paying attention
- Use social proof (reviews, testimonials) in at least one follow-up message
- Create genuine urgency with real scheduling constraints or pricing timelines
- End the sequence gracefully — the 'no hard feelings' approach leaves the door open for future business
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