After sending a quote, often nothing happens. That is rarely because of a "no", usually busyness or doubt. So following up is part of selling.
First know where the quote stands
Was the quote opened? Viewed? Not seen yet? That decides your next step. A customer who hasn't opened needs a reminder. A customer who has looked but doesn't sign has a question.
A simple rhythm
- Day 0: send the quote and name the next step ("I'll call you Thursday").
- Day 2 to 3: a short check that everything is clear.
- Day 7: a call or message with a concrete question, for example about planning.
- After that: close it, politely. "I assume it doesn't fit now; let me know if that changes."
Make it easy for the customer
The fewer steps to a signature, the better. An online link works better than a PDF to print.
In Dealnote's overview you see which quotes are open and which need attention, per salesperson.