Following up

Quote Follow-Up

A roofer showing shingle samples to a homeowner.

Did you know your digital team can check in on a quote so it doesn't go quiet?

You send a quote, get busy, and never hear back. The job often goes to someone who followed up.

Example (not a client)

A roofing company in Minnetonka

You walked the roof on Tuesday and sent a quote that night. By Friday you're on another job and the quote is a memory. In this picture, a short check-in goes out a couple of days later: "Still want this on the schedule?" You only jump back in if they reply.

How it works

1A quote goes out.
2A couple of days later, a short check-in asks if they want it on the schedule.
3You get the replies. The quiet ones don't depend on your memory.

Not sure this is your biggest leak? Take the Business Check-Up.

Three ways to get it

Do it yourself

Free

A starter guide you can follow tonight. You need: Where your quotes live, and how soon you want the check-in.

1. Write one check-in: "Wanted to see if you had any questions about the quote."
2. Pick the timing. Two or three days works for a lot of local shops.
3. Add one more check-in only if you want it. Then stop.
4. Keep notes on who already said no, so they aren't pinged again.
5. Send a test quote to yourself and wait for the check-in.

Do it with us

Book a call for pricing

In one hour, screen to screen, we set this up with you and test it before you rely on it. You leave knowing how it runs.

Book a call

Done for you

Book a call for pricing

We set it up, watch it, and fix it when something's off.

See Work With Us

Want this running for you?

Book a free 20-minute call. We'll talk through this one job and what we'd set up first.