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TIMING · 4 MIN READ

When should you follow up a quote?

A practical sequence that makes room for the customer’s decision.

Start with delivery, not pressure

If you are unsure the quote arrived, ask the customer to confirm receipt. Check the email address and quote version before resending. A delivery check should not imply that they owe you an immediate decision.

Hi Sam, Alex from Coastal Electrical here. I’ve sent your switchboard upgrade quote. Could you let me know it arrived? Happy to explain anything in it.

Let the job set the pace

There is no single correct follow-up interval. A straightforward repair and a renovation are different decisions. After a few business days, a useful question may be appropriate for a small job. For a larger job, or a customer who has asked for more time, agree when to check back.

Ask one question

A short message about scope or timing is easier to answer than a list of questions. Offer to clarify something rather than repeatedly asking whether they have decided. Record any agreed next step in your tracker.

Hi Sam, just checking in on your switchboard upgrade quote. Is there anything you’d like me to clarify before you decide?

Give quiet quotes an end point

After reasonable attempts with no reply, one polite closing message may help you tidy the follow-up list. Do not invent a deadline or claim that availability is disappearing. If the customer declines or asks you to stop, close the quote and stop.

Use a record, not your memory

Record the sent date, status, next contact date and a short factual note. Review due follow-ups at a time that suits your business. A date in a spreadsheet is a reminder to consider contact, not permission to keep messaging someone.