Quote follow-up
Do not let a sent estimate become a dead end.
A quote is the start of a decision, not the end of a sales process. Give your team a consistent way to check in and answer questions.
Action center
What needs attention
New enquiries
12
Site visits booked
5
Quotes to follow up
3
The friction
Where opportunities stall.
After estimates go out, follow-up often depends on memory. Interested homeowners can go quiet without anyone knowing why.
A clearer next step
A workflow your team can act on.
See which quotes need attention, send relevant follow-up, and record whether the project is won, lost, or still active.
How it works
A practical path from enquiry to action.
Record the estimate
Track when a quote was sent and who owns the next conversation.
Follow up respectfully
Use a measured cadence that invites questions rather than pressuring the homeowner.
Close the loop
Capture the outcome and reason so the team learns which opportunities move forward.
Common questions
Know what to expect.
Will it create a price estimate?
No. Your team remains responsible for pricing and the final proposal.
Can a salesperson pause a sequence?
The intended workflow gives people control to stop or adjust follow-up when a real conversation is underway.
See where your lead flow can improve.
Start with an audit of your current response, booking, and follow-up process.