Send the first quote with enough detail
Before a reminder, the customer needs a useful quote: what work is included, the price or approved range, assumptions, timing and one way to ask a question. If a required price is missing, flag it for the owner. A polished follow-up cannot repair a guessed price.
A simple follow-up rule
- Owner approves and sends the quote.
- After the agreed interval, check whether the customer has answered.
- If they have not, send one approved note asking whether they need clarification.
- Stop reminders as soon as a reply or decision is recorded.
The interval and number of reminders are business choices, not a universal conversion formula. Start with a small sequence the owner would be comfortable sending personally.
A worked example
Suppose a customer asked for a deck repair. The owner approves a quote listing the repair area, materials, exclusions and total. A later note can refer to that exact scope and offer a call to settle questions. It should not invent a discount, threaten a deadline or claim the job is reserved if it is not.
Our Quoting Engine prepares drafts from prices you approve and tracks follow-up. The owner reviews the customer-facing quote. That approval step is part of the service, not something to hide.
Adapt the sequence to your sales cycle
The deck example shows how the handoff works. Choose timing that fits your customers, then use your own quote records to see which follow-ups receive a reply.