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Quote follow-up email templates you can copy

Updated

Short follow-ups get read. These five cover the usual run from sending a quote to closing the file. Change the words in square brackets, keep them short, and always include the link to the quote.

The emails

1. When you send the quote

Subject: Your quote for [the job]

Hi [Name], Thanks for having me out today. Here's the quote for [the job]: [link] You can pick the options you want and accept it online. If anything doesn't make sense, reply here or call me at [phone]. [Your name] [Business]

2. Two or three days later

Subject: Any questions about [the job]?

Hi [Name], Just checking whether you had any questions about the quote for [the job]. Happy to go through any line of it. Here it is again: [link] [Your name]

3. After they've opened it

Subject: Re: [the job]

Hi [Name], I saw you had a look at the quote. If you're weighing up the options, I'm glad to talk through the difference between them, or put together a smaller version if that's more what you had in mind. [link] [Your name] [phone]

4. About a week later

Subject: Scheduling [the job]

Hi [Name], I'm booking work for [weeks or month] and wanted to see if you'd like a spot for [the job]. The quote is here if you'd like to go ahead: [link] If the timing isn't right, no problem, just let me know. [Your name]

5. The last one

Subject: Closing out your quote for [the job]

Hi [Name], I haven't heard back, so I'll stop following up. The quote stays open until [expiry date] if you'd like to go ahead: [link] If you've gone with someone else, no hard feelings. A quick reply helps me keep my schedule straight. Thanks, [Your name]

A few rules for all of them

  • Send from an address the customer will recognize, with your business name.
  • Keep each one to a few lines. A follow-up isn't the place to resell the whole job.
  • Stop as soon as they reply, even if the reply is a question.
  • Don't use a discount as the second email. If price is the problem, offer a smaller scope first.
  • A text works too for urgent jobs, but keep the link and the same tone.