Pricing and quoting, 29 October 2026

Following up quotes: when to chase and what to say

Follow up a quote three times: a short check two days after sending it, a second message at seven days with something useful in it, and a last one around 30 days, before the price expires. Each message should give the customer a reason to reply and one easy next step. Stop after that, and close the quote politely so you know where you stand.

When should you follow up a quote?

Two days, seven days and around 30 days after it goes out is a pattern that suits most domestic work. It's soon enough that they still remember you, and spaced enough that it doesn't read as pressure.

A gas engineering firm we spoke to, an owner with his wife on admin and three engineers, already chased quotes at 7 and 30 days. The problem was doing it: the chase lived in someone's head, and it slipped whenever they were out on jobs. "It's more when we're not here, that's the issue," he told us. A schedule only works if something reminds you, so put the dates in your diary, your job software or a spreadsheet the moment the quote goes out.

WhenPurposeChannel
Day 2Check it arrived, offer to talk it throughSame channel you sent it on
Day 7Add something new: a start date, an option, an answerWhatsApp, text or email
Day 30Price expiry reminderEmail, so there's a record
After expiryClose the quote, leave the door openSame as above

Commercial and tender work moves slower. A main contractor may not award a package for weeks, so follow up by asking when they expect to decide and diarise that date instead.

What should you say in a quote follow-up?

Say one useful thing and ask one simple question. Don't apologise for chasing, don't repeat the whole quote, and don't discount in the first message: an early discount tells the customer your first price wasn't real.

Day 2: did it arrive?
Hi first name, it's your name from business name. Checking the quote for the job, e.g. bathroom refit at 14 Mill Lane came through OK. Happy to go through any of it on the phone if that's easier. Thanks, your name
Day 7: add something useful
Hi first name, following up on the quote for the job. We've had a gap open up and could start on date if that suits. If the budget is the sticking point, I can price a version with cheaper option, e.g. standard tiles instead of large-format, which would bring it to about £ amount. Let me know either way. your name
Day 30: the price is about to expire
Hi first name, a quick note that the price on our quote quote number for the job holds until expiry date. After that I'll need to recheck material prices before confirming. If you'd like to go ahead, reply here or use the accept link in the quote and we'll book you in. your name, business name
Closing the quote
Hi first name, I haven't heard back about the job, so I'll assume you've gone another way or put it on hold, and I'll close the quote for now. If anything changes, get in touch and I'll update the price. Thanks for considering us. your name
When they say no
Thanks for letting me know, first name, I appreciate it. If you don't mind me asking, was it the price, the timing or something else? It helps me quote better. All the best with the job. your name

The closing message gets more replies than any other, because it asks for nothing. People who meant to get back to you often do so at this point.

What should every follow-up include?

Every message should work on its own, because the customer may read only that one. Use the checklist before you send.

Before you send a follow-up

Make accepting easy. A quote with an accept link or a clear "reply YES to book" line turns a follow-up into a booking without another round of messages. One-click acceptance and deposits covers how to set that up.

Is following up a quote marketing?

Following up a quote the customer asked for is part of handling their enquiry. Sending them promotions later, such as a boiler service offer next spring, is direct marketing, and electronic marketing to individuals has rules under PECR.

In practice: chase the quote, close it, and if you want to market to them later, add an opt-out line ("Reply STOP if you'd rather not hear from us") to every message.

How long should a quote price be valid?

Set a validity period on the quote itself; 30 days is common for domestic work, shorter when material prices are moving fast. Building materials prices rose 6.0% in the year to June 2026 on the government's all-work index, with some items, such as structural steel, up far more. A quote that holds its price forever is a risk you carry for the customer.

When the price expires, recheck the materials before you reconfirm. See spotting supplier price rises for how to catch changes, and the quote template for where the validity line goes.

Track what happens to every quote

Keep a list of every quote you send with its value, date sent, follow-up dates and outcome. After three months you'll know your win rate, how many quotes go quiet and which kinds of job you lose on price. A sole trader we spoke to won about one in four quotes; knowing that number is what tells you whether chasing harder or quoting differently is the fix. Quote win rate shows how to read it.

Where Nexley fits

Nexley is the AI back office for UK trade firms: five AI assistants run your tenders, quotes, buying, scheduling and invoicing. It connects to the tools you already work in, you run it all from WhatsApp, and you approve everything. £799 a month.

For quote follow-ups, Nexley tracks every quote you send and drafts each chase message at the times you set, in your wording, over WhatsApp or email. You see the draft first and approve it, so nothing goes out you haven't seen. When a customer replies, Nexley updates the quote's status and tells you.

Common questions

How many times should you follow up a quote?

Three times is enough for most domestic quotes, then a closing message. More than that starts to feel like pressure and rarely changes the answer.

Should you call or message to follow up?

Use the channel the customer used to contact you. A call works well at day 7 for larger jobs, because you can hear what's holding them back, but follow it with a written message so there's a record.

Should I offer a discount when chasing a quote?

Not on the first or second chase. If the price is the problem, offer a cheaper version with a smaller scope instead of cutting the same job, so your rate stays intact.

What if the customer goes quiet after accepting?

Treat it as a booking problem, not a sales one. Confirm the start date, the deposit and what you need from them in one message, and ask them to reply to confirm.

Sources

  1. ICO: How do we comply with the PECR electronic mail marketing rules?
  2. ICO: Electronic mail marketing
  3. GOV.UK: Building materials and components statistics, July 2026 commentary

Every rule, rate and date above was checked against these sources on the date shown at the top.

Topic: Pricing and quoting

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