Many quotes sit unanswered, not because the customer says no, but because they are busy. A good follow-up email gives a nudge.
Principles
- Short. Five sentences at most.
- One question. One clear next step.
- Friendly. No pressure, but direction.
- On time. A few days after sending.
1. The short check
*Hi [name], I just wanted to check that you received my quote. Is there anything I should explain?*
2. With a question
*Hi [name], the quote still had a choice about [item]. Would you like me to make a proposal for that?*
3. With a time
*Hi [name], may I call you Thursday or Friday to go through the quote?*
4. After a week
*Hi [name], I am coming back to my quote from last week. If you are still unsure, I would like to hear what I can adjust.*
5. The last one
*Hi [name], my quote expires soon. If now is not the right time, I understand. Do let me know and I will take it into account.*
Tracking
If you see the customer has opened the quote, that is a good moment to call. Also read following up without pushing.
Dealnote shows whether a customer has viewed your quote. More in the guide.