GUIDE

How to follow up on quotes that go quiet

SHORT ANSWER

Follow up on every quote on a set schedule until you get a yes or a no: the next day, a few days later, a week later, two weeks later and about a month later. Keep each message short and useful. Most homeowners are not saying no, they are busy, comparing or waiting on money, and the contractor who stays in touch usually wins.

By the DialBridge team. Updated .

Why quotes go quiet

  • They are comparing two or three quotes.
  • They are waiting on a spouse, a budget or insurance.
  • They got busy and forgot.
  • They had a question and did not want to call.

A follow-up schedule that works

For large jobs like roofs or system replacements, stretch the schedule over more weeks.

  1. Day 1: check the quote arrived and ask if they have questions.
  2. Day 3: answer a common question for that kind of job.
  3. Day 7: a short check-in.
  4. Day 14: ask if the timing changed, and offer to adjust the scope.
  5. Day 30: a last, friendly message so you can close it out.

What to say

EXAMPLEHi Sarah, it's Dan from Northside Heating. Just checking you got the quote for the new furnace. Happy to answer questions or walk through options. Want me to hold a spot for next week?

Make it automatic

The schedule only works if it happens every time. Most contractors lose track once the busy season starts. Setting it up once in your software, or having someone run it for you, means every quote gets the same follow-up without anyone remembering.

Know when to stop

If someone says no, thank them and stop. If they do not reply after the last message, close it out. A clean list tells you your real close rate.

Questions owners ask

How many times should I follow up on a quote?

About five times over a month for most jobs, more for big jobs with long decisions. Stop as soon as they say yes or no.

Text or email?

Text usually gets read faster. Many contractors send the quote by email and follow up by text.

Is following up pushy?

Not if each message is short and helpful. Most homeowners appreciate a contractor who stays organized.

WANT IT DONE FOR YOU?

DialBridge sets this up and runs it every week for home service businesses. See how it works for your trade:

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