Guide
Quote follow-up texts, by trade
Replace {Business name}, {First name} and {job} with real details. Stop sending the moment the customer replies.
Plumbers
Day 2
{Business name}: Hi {First name}, quick check-in on the water heater estimate we sent. Any questions about the tank size or install? Reply here anytime. Reply STOP to opt out.
Day 5
{Business name}: Hi {First name}, just making sure the plumbing estimate didn't get buried. Want us to hold a time for the work? Reply STOP to opt out.
Day 9
{Business name}: Hi {First name}, last note from us on the estimate. If the leak or drain is still giving you trouble, we're here when you're ready. Reply STOP to opt out.
Electricians
Day 2
{Business name}: Hi {First name}, quick check-in on the electrical estimate we sent. Any questions about the scope or the panel work? Reply here anytime. Reply STOP to opt out.
Day 5
{Business name}: Hi {First name}, just making sure the estimate didn't get buried. Want us to pencil in a day for the install? Reply STOP to opt out.
Day 9
{Business name}: Hi {First name}, last note from us on the estimate - we're here whenever you're ready to move ahead. Reply STOP to opt out.
HVAC
Day 2
{Business name}: Hi {First name}, quick check-in on the {job} estimate we sent. Happy to answer questions about the system options. Reply here anytime. Reply STOP to opt out.
Day 5
{Business name}: Hi {First name}, just making sure the estimate didn't get buried. Want us to hold an install date before the season gets busy? Reply STOP to opt out.
Day 9
{Business name}: Hi {First name}, last note from us on the {job} estimate - we're here whenever you're ready. Reply STOP to opt out.
Roofers
Day 2
{Business name}: Hi {First name}, quick check-in on the roofing estimate we sent. Any questions about materials or the schedule? Reply here anytime. Reply STOP to opt out.
Day 5
{Business name}: Hi {First name}, just making sure the estimate didn't get buried. Want us to hold a spot on the crew schedule? Reply STOP to opt out.
Day 9
{Business name}: Hi {First name}, last note from us on the roofing estimate - we're here whenever you're ready. Reply STOP to opt out.
Landscapers
Day 2
{Business name}: Hi {First name}, quick check-in on the {job} estimate we sent. Any questions about the plan or plants? Reply here anytime. Reply STOP to opt out.
Day 5
{Business name}: Hi {First name}, just making sure the estimate didn't get buried. Want us to save a spot on the schedule? Reply STOP to opt out.
Day 9
{Business name}: Hi {First name}, last note from us on the {job} estimate - we're here whenever you're ready. Reply STOP to opt out.
5 tips for quote follow-ups
- Ask first. When you hand over the estimate, ask: "Is it OK if we text you a couple of times about this?" Only text people who say yes.
- Name the job. "The water heater estimate" is easier to remember than "our quote." People often have several quotes open.
- One question per text. "Any questions?" or "Want us to hold a time?" is easy to answer from a phone.
- Stop at three. Day 2, 5 and 9 is enough. After that, it stops feeling helpful.
- Stop the moment they reply. A reply, even "not yet," means it's a conversation now. Answer it yourself.
Callwake's Quote Follow-up sends these on schedule in your wording and stops automatically on reply.
Related
Let the follow-ups run themselves.
Early access is open to 10 trade businesses. They keep the launch price for 12 months.