Quote follow-up email template for trade businesses (3-touch cadence)
Use this three-email follow-up sequence to increase quote acceptance without sounding pushy or desperate.
Quote follow-up email template for trade businesses (3-touch cadence)
Most quotes go cold because no one follows up. This short sequence is firm, helpful, and respectful.
Timing
- Email 1: 24 hours after sending the quote
- Email 2: 3 days later
- Email 3: 7 days later (final)
Email 1: Quick check-in (Day 1)
Subject: Quick question about your quote
Hi [Name],
Just checking you received the quote for [job description] at [address]. If you want me to walk through anything or adjust the scope, reply here and I will sort it.
If you are happy to proceed, I can get you booked in for [two available dates].
Thanks, [Your name]
Email 2: Add value (Day 4)
Subject: Options for [job description]
Hi [Name],
To make this easier, here are two options:
- Proceed with the current scope and we can start on [date].
- Reduce scope to focus on [specific item] to bring the price down.
Let me know which you prefer and I will update the quote.
Thanks, [Your name]
Email 3: Close the loop (Day 8)
Subject: Closing your quote for now
Hi [Name],
I am closing this quote for now to keep my schedule accurate. If you still want to go ahead, reply and I will reopen it.
Thanks for considering us. [Your name]
Toolfy tip
Use quote status tags (Sent, Follow-up 1, Follow-up 2, Closed) so you know exactly where each quote is in the pipeline. Most businesses win an extra 10-20% of quotes just by following up.
⚠️ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind (legal, financial, tax, insurance, or otherwise).
Before making business decisions: Consult with qualified professionals (solicitors, accountants, insurance brokers, etc.) who can assess your specific circumstances. Laws, regulations, and industry standards change frequently and vary by location and situation.
Toolfy and the article authors accept no liability for decisions made or actions taken based on information provided in this guide. You are solely responsible for ensuring compliance with all applicable laws and regulations.
Frequently Asked Questions
How soon should I follow up a quote?
How many times should I follow up?
Need this workflow in Toolfy?
Spin up the exact checklist, scripts, and automations from this article inside your workspace.
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