Finance basics
A practical guide to following up on quotes
When to follow up, what to say and how to keep it friendly.
Sofia Lindqvist
·
4 min read
A quote that is never followed up is a quote that is often lost. Clients get busy, not uninterested. A clear follow-up rhythm wins more work without feeling pushy.
Follow up on day three
Ask whether the client has any questions and offer a quick call to walk through the details.
Follow up again on day seven
Share something useful, such as available start dates, and make it easy to say yes.
Keep messages short and specific
Offer one clear next step
Set an expiry date on every quote
Know when to let go
After a third follow-up, mark the quote as closed and move on. You can always reopen the conversation later.
Written by
Sofia Lindqvist
Sofia makes sure every new team gets set up quickly and confidently.
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