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Use cases › Trades & Services

Follow up on quotes that went quiet

Short answer: Send two or three short follow-ups over about 10 days, for example about 2, 5 and 10 days after the quote, then a polite close-out. Write the messages once with AI, save them as templates, and personalize each with one detail the customer cared about. Only text customers who agreed to it.

Setup time
about 20 minutes, once (estimate)
Skill level
Beginner
Cost
$0 with saved templates. Optional: Jobber Connect for automatic follow-ups, from $99/month billed annually.
Best for
Trades owners whose quotes go quiet

Updated · By the Main Street AI Brief team · Facts checked against the sources below.

A three-message follow-up plan for quotes with no reply, written once with AI and reused, so fairly priced jobs don't go to whoever followed up first.

Trades & ServicesSaves: a few minutes per quote, plus fewer forgotten quotes (rough estimate)

Who it's for

Trades and home-service owners who send quotes and hear nothing back, then never follow up because the day got away.

The situation today

  • You quoted the job, the customer said they'd think about it, and then silence. One text, maybe, then you move on.
  • Homeowners often collect several quotes. If yours is the one nobody followed up on, it's easy to forget.
  • Rough estimate: 5 to 10 minutes per follow-up to look up the quote and write something that doesn't sound pushy, which is why it gets skipped.

Time figures marked "rough estimate" are our estimates, not survey data.

The AI-assisted workflow

Step by step

  1. Pull up your last 10 quotes with no answer. Note for each: the job, the date sent, and one detail the customer cared about (timing, price, mess, warranty).
  2. Run the prompt below once to get three short follow-ups: a check-in, a helpful note, and a polite close-out.
  3. Edit them to sound like you, and save them as text or email templates.
  4. Put each open quote on a simple schedule; many owners use about 2, 5 and 10 days after sending. Send the messages yourself, personalized with the one detail you noted.
  5. When someone says no, ask one question: 'Mind telling me what made the difference?' Track the answers; they'll tell you more than any software.

Copy-paste prompt

I run a [trade] business. Write three short follow-up messages for a customer who got my quote and hasn't replied.
Job: [what you quoted], sent [date], total [$]
What they cared about: [timing / price / mess / warranty / other]
How to reach me: [phone]

Message 1 (text, about 2 days later): a friendly check-in, offer to answer questions. Under 40 words.
Message 2 (text or email, about 5 days later): one useful point tied to what they cared about (for example, when I can schedule it). Under 60 words.
Message 3 (about 10 days later): a polite close-out that makes it easy to say yes, no or not yet. Under 50 words.
Rules: no fake urgency, no 'limited time' discounts, no pressure. Don't promise anything I didn't list.

Works in any AI chat assistant. Replace everything in [brackets].

Example output (illustrative, not real data)

Message 3: Hi Jordan, it's Lee from Example Heating. I don't want to keep bugging you about the furnace quote. If you're still deciding, no problem; if you went another way, a quick 'no thanks' helps me plan my schedule. Either way, I'm at [number] if anything comes up this winter.

Optional tool

Jobber (Connect plan)

Jobber lists automated quote and invoice follow-ups (by email or text when a client hasn't responded to a quote) starting on the Connect plan.

Price: Connect (1 user): $99/month billed annually, $119/month with a 1-year commitment billed monthly, or $139/month with no commitment. (checked 2026-10-18 on the vendor's pricing page; prices change)

Skip it if: you send only a few quotes a month. A calendar reminder and the saved templates above do the same job for free.

Not sponsored. No affiliate link.

Watch-outs

  • Text only customers who gave you their number for this job, and stop when they ask. The FCC says commercial texts require written consent and that people can opt out at any time; check your texting setup with your attorney if you automate.
  • Don't add a fake deadline or 'price goes up Friday' line unless it's true.
  • Keep customer names and addresses out of the AI. The templates work with placeholders.

When not to use AI

  • Customers who've already said no. Thank them and stop.
  • Automated sequences you've never read. Every message that goes out should be one you'd send by hand.

Educational content, not legal, tax or financial advice.

Quick answers

How many times should I follow up on a quote?

Many contractors use two or three short follow-ups over about 10 days, then a polite close-out. More than that starts to feel like pressure.

What should I say when following up on an estimate?

Keep it short, reference the specific job, offer to answer questions or schedule, and make it easy to say no.

Want more like this?

The Prompt Library includes a lead follow-up sequence, a quote cover note and a prompt for handling price objections. Small-Business Prompt Library ($19) →

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Sources and checks

Tool price and features checked on the vendor's own pages on 2026-10-18. Facts on this page were checked against the sources below on 2026-10-18.

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