How do I follow up a quote without being pushy?
Follow up with something useful, not pressure. Send a short check-in a couple of days after the quote asking if they have questions, then a final note before the quote expires. Keep both friendly and brief, and stop as soon as they reply. Setting these up to send automatically means every quote gets followed up, not just the ones you remember.
Why follow-ups matter
Most customers who go quiet haven't said no. They're busy, comparing, or waiting on someone else. A polite follow-up reminds them you're ready.
The first follow-up
A couple of days after sending: "Hi Sam, just checking the quote came through OK and whether you had any questions. Happy to talk it through." No pressure, just an open door.
The final follow-up
Before the quote expires: "Your quote for the bathroom is valid until Friday. If the timing doesn't suit, no problem. Let me know and I'll update it." It gives them a reason to act without pushing.
Automate it
Follow-ups that depend on memory don't happen when you're busy. Set them to send on a schedule from when the quote goes out, and stop the moment the customer replies or accepts.
Common questions
How many follow-ups is too many?
Two is usually right. More than three starts to feel like pressure.
Should I call or text?
Use the channel the customer used, and only contact people who've asked you for a quote.
What if they say they went with someone else?
Thank them and ask if they'd mind sharing why. The answer is useful.
Can follow-ups be personalised automatically?
Yes. Name, job and quote details can be filled in for each customer.