Quotes go out and nobody chases them, so jobs quietly go to whoever rang back first.
Every quote gets a follow-up, and you can see at a glance who hasn’t answered.
Start small and stop there, or go further. Each one works on its own.
Do your quotes already live in a system, like Xero, MYOB or a customer list tool?
How many people send quotes?
Answer two questions and the route that suits you lights up.
Good when: Quotes go out by email or from a template.
A friendly follow-up goes out a few days after each quote and again a week later, and stops the moment they reply.
Subject: Checking in on your quote
Hi [first name], just checking you got the quote I sent on [date]. Happy to answer any questions. If you have already decided, no need to reply.
Usually takes1 to 2 weeks
Good when: You already have a CRM or ERP that is underused.
Quotes live in the system you already pay for, with follow-ups, reminders and a won or lost view switched on. That could be your CRM (customer list), Xero, MYOB or ERP (the system that runs orders, stock and accounts).
Usually takes2 to 3 weeks
Good when: Quotes live in Word, email and memory.
A simple app that holds every quote, its status and who needs a nudge, on one board, with an accept-online link for customers.
Usually takes4 to 8 weeks
Timeframes are a rough guide. You get one fixed quote before any work starts. What changes the price?
See it working: Business admin automation, where quiet threads are chased on Monday
Your first half hour is free. I reply within 1 business day (Monday to Friday).