Playbook
The Quote Follow-Up System That Wins More Jobs
Most quotes die because nobody follows up the right way. This Play shows home-service pros how to follow up calmly—without pressure—and win more jobs using a proven NEPQ-style message structure.
Your leads don’t need pushing. They need clarity and confidence.
Why most quotes never turn into jobs.
It’s not because of price. It’s not because the customer “picked someone else.”
Quotes die because:
- The customer gets busy and forgets.
- They don’t fully understand what the quote includes.
- They feel unsure and don’t want to make a mistake.
- They don’t know what the next step is.
People rarely reject contractors.
They just drift off because nobody guides them to the finish line.
The 3-message Quote Follow-Up System.
Short. Calm. Helpful. Zero pressure. NEPQ-style.
Message #1 – Light Check-In
Hi {{contact.first_name}}, just a quick check-in on the {{ project_type }} quote we sent over.
Did you have any questions or anything you wanted to go over together?
Message #2 – Clarification & Confidence
Hi {{contact.first_name}}, totally fine if you’re still thinking it over.
Just let me know if any part of the quote wasn’t clear—we can walk through it in 2 minutes.
Message #3 – Clean Close
Last quick check-in, {{contact.first_name}} — happy to help if you want to move forward on the {{ project_type }}.
If not, no worries at all. Just reply here and we’ll take care of the next step.
Why this works (even when customers ghost).
This works because it:
- reduces pressure, so people feel safe responding
- reminds them without annoying them
- makes you look professional and organized
- gives them an easy path to say “yes”
The contractor who follows up with calm, helpful tone—wins.
The one who disappears after sending a quote—loses.
How CrewMotive AI handles this automatically.
- Sends all three messages automatically on a schedule you choose.
- Catches questions and responds conversationally in real time.
- Books the estimate or job when they’re ready.
- Frees you up from chasing people down manually.
Every quote becomes a second chance at revenue.
AI makes sure none fall through the cracks.
How to run this Play today.
Here’s the fast-start version:
- Find quotes from the last 30 days.
- Send Message #1 to all of them.
- Mark which ones respond within 24 hours.
You’ll be shocked how many people say “Actually, yes—we’re ready.”
Want quote follow-up handled automatically?
On a live demo, we’ll show you how CrewMotive follows up on quotes using calm, helpful NEPQ-style conversations that convert more jobs.
Book an AI Front Office Demo
