Quote follow-up for tradies
How to follow up quotes without sounding pushy.
The trick is not to chase like a salesperson. It is to make the next step easy, give the customer a clean way to reply, and keep your own list tidy enough that no quote disappears.
Use a simple timing rhythm
For most small trade jobs, a sensible rhythm is same day confirmation, a short follow-up after two or three business days, then one final check a week or two later. The point is to be useful, not loud.
Two-day SMS: Hi [Name], just checking you got the quote for [job]. No rush, but if you want to go ahead I can talk through timing today. Cheers, [Your name]
Final check: Hi [Name], I am clearing up open quotes for the week. Did you want me to keep this one open, change anything, or close it off for now?
Track the quote before you send the message
A follow-up only works if you know the quote value, what was quoted, when it was sent, and what the next action is. Write those down as soon as the quote goes out.
- Customer name and phone
- Job type and suburb
- Quote sent date
- Estimated value
- Next follow-up date
- Current status: sent, followed up, won, lost, no response
Use the same words every time
Having a message bank saves your headspace. You still edit the message so it sounds like you, but you are not rewriting the basics after a long day on the tools.