Answers/Sales & Marketing

How should I follow up on estimates and quotes?

The best estimate follow-up happens in three stages. First, within 24 hours of sending the estimate, check in to confirm receipt and ask if there are any questions. Second, after 3 days without a response, send a gentle follow-up asking if they had a chance to review. Third, after 7 days, make a final outreach.

The tone matters as much as the timing. Avoid pushy sales language. Instead, be helpful: "Just checking in to see if you had any questions about the estimate" or "Wanted to make sure you received the quote and see if anything needs to be adjusted." Professional persistence wins deals.

Use a CRM to automate follow-up reminders so you never have to track estimate timelines manually. Long Drive Leads flags estimates that have been sitting for more than 3 days and sends you a daily nudge until you update the lead status. This simple automation prevents quotes from going cold.

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