Updated · Make This Useful
Estimate and quote follow-up email and text
A useful estimate follow-up names the job and asks one easy question: “Did you get the estimate for your gutter clean? Let me know if there’s anything you’d like me to explain.” Send it in the same thread as the quote so the customer can find the scope and price when replying.
Write the follow-up text
Follow up on the estimate the customer actually received. If the scope changes, send an updated quote before starting the extra work.
Your message
When should you follow up on an estimate?
Two or three days after you send the estimate, then once more about a week later if you hear nothing. The first message checks it arrived; the second asks whether anything is holding the decision up. After that, let it rest unless the customer set a date.
What should a quote follow-up email say?
The same thing as the text, with a subject line that names the job: “Your estimate for the gutter clean”. One short paragraph checking it arrived and offering to explain or change the scope, then one line telling them how to say yes. Reply in the thread you sent the quote in, so the price and scope sit right under your message.
Email suits bigger jobs, business customers and anyone who asked for the quote by email; a text gets read faster for a homeowner who called you. Use one or the other per round, not both on the same day.
What if the customer wants a lower price?
Ask which part of the work matters most and offer a separately priced change in scope if that is workable. Keep the original scope and price together so a casual message does not quietly promise extra work for less money.
Message you can fill in
Hi {customer}, did you get the estimate I sent {date} for {job}? Happy to talk through anything before you decide. Let me know if you’d like to go ahead. Thanks, {business}
Frequently asked questions
What subject line works for a quote follow-up?
Name the job and keep it plain: “Your estimate for the deck stain” or “Quote for 14 Elm St, any questions?”. Customers search their inbox by job or address when they are ready to decide, so a subject they can find beats a clever one.
Should I attach the estimate again?
If the customer cannot find it, resend the current version and identify the job. Check that the amount and scope still match what you are following up on.
What if they still have not decided?
Ask whether anything in the scope or timing is holding up the decision. Give them room to say the job is on hold. If a price or booking window expires, state the actual date and explain what would need to be checked again.
Should I lower the price in a follow-up?
Keep the accepted scope and price together. If the customer needs a smaller job, describe and price that version separately so you both know what has changed.