Illustrative residential worksite: a tradesperson checking a clipboard beside timber framing

YOU’VE SENTTHE QUOTE.WHAT’S NEXT?

If a customer hasn’t replied, try a free follow-up below. The kit helps you choose the next action, plan a date and handle the customer's reply.

A$29 once · Made for Australian trade businesses

No signup needed. You check the message and send it yourself.

Illustrative worksite image

Templates
48
Situations
12
Quote rows
100
One-time price
A$29

Write your next follow-up

Add your details, choose a message and give it a read before sending. Start with the example, or clear it and use your own.

Your details

Use your customer’s first name, your business and a short job description.

Start with an example
Where are you up to?

Allow a few business days for a straightforward job. If they asked for more time, use their agreed date.

Your draft

Copying doesn't mark anything as sent. This page doesn't send messages or save your draft.

The kit helps you plan dates, handle customer replies and record the next action. See the kit

Have a look inside the kit

The free builder covers three check-ins. The kit adds messages for 12 situations, a next-action tracker and an offline planner for dates and customer replies.

Quote tracker preview

Quote tracker

Know the next action for each quote. Filter Today or Overdue, and use a customer-agreed date ahead of your planned date. There's room for 100 quotes.

Fictional example · reviewed 12 October 2026

Open quotes
1
Open value (A$)
4,800
Due follow-ups
1

Swipe or scroll sideways to see the next-action and date columns.

Fictional example. These are the columns in the included Excel tracker; the delivered workbook starts blank.
CustomerJobQuote (A$)Sent dateNext contactStatusReminderNotesNext actionCustomer-agreed dateContact date to useLast contactedQuote expiry
SamExterior repaint4,8007 Oct10 OctOpenTodayAsked about smaller scopeReview budget12 Oct12 Oct10 Oct31 Oct

Paused, won, lost and stopped quotes leave the due list. Genuine expiry dates prompt a review before more contact. Copying a message doesn't mark it as sent. The CSV has the same headings, without formulas.

Download free sample No email required

Keep track of where each quote stands

Check they got the quote

Check you’re referring to the right quote. Ask if it arrived and whether they have any questions.

Find out what they need

They might need something explained, want to change the job or need more time. Ask, then agree when to check back.

Write down the next step

Put the answer and next contact date in your tracker. If they say no or ask you to stop, close the quote.

A few common follow-up questions

Short guides on what to say and when to leave it there.

Questions about the kit

What do I get for A$29?

You get 48 editable messages: 12 situations, with two versions each for SMS and email. There’s also a 100-row Excel tracker, a CSV with the same headings, a two-page PDF/browser guide, an offline follow-up planner and reply helper, and 12 optional AI prompts. The licence covers one business and its team.

Does it send messages?

No. You copy a message, check it and send it from your own phone or business email. The kit doesn’t connect to your customer accounts or charge for sending messages.

Can my team use it?

Yes. One purchase covers one business and its team. You can edit and reuse the files in that business. The licence doesn’t allow reselling, publishing or sharing the files with other businesses.

Can I use it without Excel?

Yes. The messages, guide and prompts don’t need Excel. You can import the workbook into Google Sheets, but check the formulas after importing. The CSV has the column headings only, without formulas or due labels.

How is the kit delivered?

Checking whether the kit is available… You can still use the free builder and download the sample. When purchases are available, confirmed payment gives you access to one ZIP file containing the kit.

What if there’s a problem?

Email support with your payment reference and tell us which file or download you’re having trouble with. Don’t send card numbers, passwords or customer lists. Your applicable consumer rights still apply; the support page explains the refund policy.

Something you’re not sure about?

If you need help with a file, download or licence, send us an email.

Email support

Try it with one of your quotes

Write a free follow-up