As a small business owner, entrepreneur, or freelancer, sending out quotes and estimates is an integral part of your business operations. However, it doesn’t end there. Following up after sending a quote or estimate is crucial to keep the conversation going, demonstrate professionalism, and increase your chances of closing the deal. In this comprehensive guide, we’ll explore the best practices and strategies for following up effectively. Whether you’re seeking payment for services or finalizing a sales agreement, mastering the art of follow-up will help you achieve faster responses and boost your overall success.

How to Follow Up After Sending a Quote or Estimate

The Importance of Follow-Up

Following-up can be a game-changer for closing deals. It goes beyond just being polite; it’s an incredible tool to build trust, reinforce your value proposition, and address any questions or concerns. Let’s dive a little deeper into why follow-up matters and how it can help you maximize response rates and close deals faster.

Following Up Builds Trust

First and foremost, follow-up builds trust. When you send a quote or estimate, your potential client evaluates more than just the numbers. They want to know that you’re reliable and professional. By following up, you show them that you’re committed and proactive in your communication. This builds trust and reassures them that their business is in good hands.

Following Up Reinforces Your Value

Sending a follow-up is an excellent opportunity to reinforce your value proposition. It’s a chance to remind the recipient of the unique benefits and value your products or services bring to the table. By reiterating what sets you apart from the competition, you make a lasting impression and keep your offerings at the top of their mind.

Follow Up Addresses Questions or Concerns

Moreover, follow-up allows you to address any questions or concerns your potential client may have. They might be hesitating or seeking more information before making a decision. By following up, you offer them a chance to get the clarity they need and feel confident about moving forward. It’s like being there to hold their hand throughout the decision-making process.

Oh, and don’t forget that follow-up keeps the conversation going! In today’s fast-paced world, it’s easy for things to slip through the cracks. By following up, you ensure that your quote or estimate stays in their line of sight. This gentle nudge can prompt them to take action and respond to your proposal. It’s all about staying on their radar and being persistent without being pushy.

In a nutshell, a follow-up is a secret weapon for success! It builds trust, reinforces your value, addresses concerns, and keeps the conversation alive. By implementing a friendly and effective follow-up strategy, you’ll supercharge your chances of getting responses, closing deals, and forming long-lasting business connections. So, let’s dive into the practical strategies and templates that will make your follow-up game strong!

Timing is Key

Timing is everything when it comes to follow-up. You want to strike the right balance between being prompt and giving the recipient enough time to process the information. Let’s explore the art of timing your follow-up emails to achieve maximum impact.

Be Prompt

In the fast-paced business world, being prompt is crucial. Aim to follow up within 1-3 days after sending the quote or estimate. This shows your responsiveness and professionalism, leaving a positive impression on the recipient. By acting quickly, you demonstrate that you value their time and are eager to move the conversation forward.

Be Considerate

However, keep in mind that striking a balance is essential. You don’t want to come across as pushy or impatient. Give the recipient enough time to review the proposal and consider their options. If it’s a complex project or a significant decision, you may want to wait a bit longer before following up. Trust your instincts and consider the context of the situation to determine the appropriate timing.

Consider Urgency

Another factor to consider is the urgency of the project or the client’s timeline. If there is a tight deadline or time-sensitive nature to the quote or estimate, it’s acceptable to follow up sooner rather than later. Emphasize the importance of timely decision-making and how your product or service can meet their needs within the specified timeframe.

Keep it Personalized

Personalization is key in your follow-up emails. Address the recipient by name and refer to the specific quote or estimate you sent. This shows that your communication is tailored to their needs and not just a generic template. By acknowledging their specific situation, you demonstrate that you genuinely care about their business and are invested in finding the best solution for them.

Consider using a friendly and conversational tone in your follow-up emails. Avoid sounding overly formal or sales-oriented. Be authentic and approachable, as if you were continuing a friendly conversation. This helps to establish a connection and encourages the recipient to engage with your message.

Crafting Effective Follow-Up Emails

Crafting effective follow-up emails is an art that requires a personalized touch and a clear call to action. Let’s dive into the essential elements of a compelling follow-up email and explore different scenarios where you’ll need to send a follow-up. We’ve even included some email templates to get you started.

First and foremost, start your follow-up email with a friendly and personalized greeting. Addressing the recipient by name helps to establish a sense of connection and make them feel valued. For example:

“Hi [Recipient’s Name],”

Next, reference the quote or estimate you previously sent to jog their memory. Remind them of the specific details discussed, such as the project scope or the benefits your product or service will bring. This demonstrates that you’ve invested time in understanding their needs. For instance:

“I hope this email finds you well. I wanted to follow up on the quote I sent you last week regarding [Project Name].”

Reiterate your value proposition and highlight the key points that differentiate your offerings. Emphasize the benefits they can expect and the problems your product or service solves. This is an opportunity to remind them why choosing your business is the best decision. Here’s an example:

“At [Your Company Name], we pride ourselves on delivering high-quality solutions tailored to our clients’ unique needs. Our [Product/Service Name] is designed to [Address Specific Pain Points] and provide [Benefits or Outcomes].”

To keep the conversation flowing, address any questions or concerns they may have raised or provide additional information they might find helpful. Anticipate their needs and proactively provide relevant details. This demonstrates your attentiveness and expertise. Here’s a sample prompt for addressing questions:

“I noticed in our previous discussion that you had some questions regarding [Specific Concern]. I’m happy to provide further clarification. [Provide Clear and Concise Response].”

In your follow-up email, it’s crucial to include a clear call to action. Guide the recipient on the next steps they need to take to move the process forward. This can be scheduling a meeting, arranging a call, or requesting additional information. Make it easy for them to respond and take action. For example:

“If you’re ready to proceed or have any further questions, I’d be more than happy to jump on a call at your convenience. Let me know the best time for you, and I’ll be sure to accommodate.”

Wrap up your email with a warm and professional closing. Express gratitude for their time and consideration. Sign off with your name and contact information, including your phone number and email address. Here’s an example:

“Thank you for your time and attention to this matter. I appreciate the opportunity to work with you. If you have any further questions or need any additional information, please don’t hesitate to reach out. I’m looking forward to connecting with you soon.”

Now, let’s explore some specific scenarios and corresponding follow-up email templates:

Scenario 1: Following Up After Non-Response Template:

“Hi [Recipient’s Name],

I hope you’re doing well. I wanted to check in regarding the quote I sent you last week for [Project Name]. I understand you’re likely busy, but I wanted to ensure that you received the information and address any questions or concerns you may have.

If you need any further details or if there’s anything I can assist you with, please let me know. I’m here to help.

Thank you for your time, and I’m looking forward to your response.

Best regards, [Your Name] [Your Company Name] [Phone Number] [Email Address]”

Scenario 2: Following Up to Address Concerns Template:

“Hi [Recipient’s Name],

I hope this email finds you well. I wanted to follow up on our discussion regarding the quote for [Project Name]. I understand you had some concerns about [Specific Concern]. I’d like to take this opportunity to provide further information and address those concerns.

[Provide Clear and Concise Response].

If you have any additional questions or require further clarification, please feel free to reach out. I’m here to assist you.

Thank you for considering our services, and I’m excited about the possibility of working together.

Warm regards, [Your Name] [Your Company Name] [Phone Number] [Email Address]”

Remember, these templates are starting points. Tailor them to fit your unique business and communication style. The key is to convey a friendly and professional tone while addressing the recipient’s needs and guiding them towards the next steps. With personalized and compelling follow-up emails, you’ll increase the likelihood of receiving a positive response and moving closer to closing the deal.

Nurturing Relationships through Follow-Up

Follow-up is not just about closing a single deal; it’s an opportunity to nurture relationships and cultivate long-term partnerships. By going beyond the transactional aspect, you can establish a strong rapport with your clients and position yourself as a trusted advisor.

To do this, make sure you take a personalized approach in your follow-up emails. Show genuine interest in your clients’ businesses and specific needs. Refer back to previous conversations or interactions to demonstrate that you remember and value their unique circumstances. This personalized touch helps to create a sense of connection and builds trust.

In addition to addressing immediate business matters, go the extra mile by offering additional resources or insights that align with their interests or challenges. Share relevant articles, industry trends, or tips that could benefit their business. By providing value beyond your products or services, you position yourself as a valuable resource and enhance your credibility.

You can even consider scheduling periodic follow-ups to check in on their progress or offer support. This demonstrates your commitment to their success and helps to maintain an ongoing relationship. Stay updated on their projects, challenges, and milestones, and offer your assistance when appropriate. By showing that you genuinely care about their business beyond the initial transaction, you lay the foundation for a long-term partnership.

Another effective strategy is to personalize your communication based on the client’s communication preferences. Some may prefer phone calls, while others may prefer emails or video conferences. Respect their preferred mode of communication and adapt your follow-up approach accordingly. This flexibility and attentiveness to their preferences show that you value their comfort and are committed to meeting their needs.

Follow-ups can also be used to seek feedback from your clients to gain insights into their satisfaction and identify areas for improvement. After completing a project or delivering a product, ask for their input on the experience. This not only demonstrates that you value their opinion but also helps you refine your offerings and enhance customer satisfaction. Act on their feedback and address any concerns promptly. This proactive approach shows your commitment to continuous improvement and customer-centricity.

Start Sending Follow-Ups for Your Quotes and Estimates

Following up after sending a quote or estimate is an essential step in building successful business relationships and closing deals. By recognizing the importance of follow-up, timing your communication effectively, crafting personalized emails, and leveraging automation tools, you can maximize response rates and achieve faster results. Remember, nurturing relationships, overcoming objections, and continuously analyzing your follow-up performance are key elements in refining your approach over time.

Use the email templates above to start crafting your personalized client follow-up. We also have free quote & estimate templates that you can download for free to further save you time in your small business workflow.

Download and customize trulysmall free estimate and quote template


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