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How to Follow Up on a Quote: Email and Text Templates

Robbie November 1, 2026 quotes · small business · templates · ai agents

A quote that goes quiet usually isn’t a no. The customer meant to reply, got busy, and the quote sank in their inbox. A follow-up that arrives at the right time, and is easy to answer, gives them a reason to come back to it.

Here’s a schedule and the wording to use. Change the details to fit your business, and keep the messages short.

The schedule

WhenWhat it does
Same dayConfirms the quote arrived and says who to contact
Day 3Asks if there are questions
Day 7Gives a reason to decide, like your schedule filling up
Day 14Closes the loop, and makes it easy to say no

Stop there. More messages after that start to feel like pressure, and they can put off someone who might come back later.

Templates

Same day, email

Subject: Your quote for the [job]

Hi [Name], your quote for [the job] is attached. It covers [one-line summary], and the total is [$amount]. If anything on it doesn’t match what we talked about, reply here and I’ll fix it.

[Your name], [phone]

Day 3, text

Hi [Name], it’s [your name] from [business]. Any questions about the quote for [the job]? Happy to walk through it.

Day 7, email

Subject: Re: Your quote for the [job]

Hi [Name], checking in on the [job] quote. We’re booking [two weeks / early next month] right now, so if you’d like to go ahead, I can hold a spot for you. If the scope or price needs a change, let me know and I’ll send a revised one.

Only say the schedule is filling up if it’s true.

Day 14, text or email

Hi [Name], I’ll close out the quote for [the job] for now. If you’ve gone another way, no problem, and if you’d like to pick it back up later, just reply here.

The last message asks for an easy answer, so it’s often the one people reply to. Even a reply saying they went with someone else is worth having, because the quote comes off your list.

What makes a follow-up work

  • Be specific. Mention the job and one detail from the visit, so it reads like a person wrote it.
  • Ask one question. “Any questions?” gets more answers than a paragraph with three asks in it.
  • Make no easy. Someone who can say no comfortably is more likely to answer at all.
  • Use their channel. If they texted you first, text them back.
  • Write it down. Keep a list of open quotes and the date of the last message, even if it’s a spreadsheet. Follow-ups get skipped when nobody can see which ones are due.

Doing it without remembering to

If your quoting or job software has an automatic follow-up setting, turn it on first. It’s the cheapest fix there is.

What those settings don’t do is read the replies. When a customer writes back “does that include haul-away?”, someone still has to answer, and that’s where quotes stall a second time. Foundry24’s quote follow-up agent sends the follow-ups on the schedule you set, answers questions about the quote from what you’ve approved, and tells you when someone is ready to book. It starts at $349 a month, with the build included.

Questions

How soon should I follow up on a quote?

Send a short note the same day confirming the quote arrived, then follow up around day 3, day 7, and day 14. The later messages are the ones that usually get skipped, so put them on a calendar.

How many times should I follow up?

Three or four times over about two weeks, then close it out with a message that makes it easy to say no. After that, stop.

Should I follow up by text or email?

Use whichever the customer used to reach you. Text works well for homeowners and short questions. Email works better when the quote is long or more than one person decides.

Can quote follow-ups be automated?

Yes. Many job and quoting tools can send reminders on a schedule. Foundry24's quote follow-up agent also reads the replies, answers questions about the quote, and tells you when someone is ready to book.

Foundry24 builds and runs software for small businesses

AI agents, automation, and websites, built in a few weeks and then maintained for a monthly fee. If something in your week should be software by now, book a call.

Send a message

It goes to hello@foundry24.io. Replies usually come within a day.