Quote follow-up planner

Send a short text the same day the quote goes out, so the customer knows it arrived and who to ask. Then check in a few days later. This tool starts the check-in 2 to 3 days after the quote. That is a starting point, change it to fit how your customers decide.

This plan uses four touches: the same-day text, a check-in text, a call and a final text. After the final text you stop chasing and wait for them to reply. Change the days if your area moves faster or slower.

Use both. A text is easy to answer when the customer is at work. A call lets you hear what is really holding them back, like price, timing or a second quote. This plan puts texts first and the call in the middle, with a voicemail script and a short text to send if they do not pick up.

Keep it short, use their first name, say who you are and which job it is about, and ask one easy question. Offer help, not pressure: answer questions, walk the job again, or split a big job into phases. The wording in this tool follows that pattern. Edit it to sound like you.

A larger job is a bigger decision. The customer may want other quotes, talk to a spouse or landlord, or wait for payday or an insurance answer. Spacing touches out gives them time without letting the quote go cold. You set what counts as small and large, the dollar amounts are starting points.

That is your call. Fuel, dump fees and crew costs change, and a tree can change after a storm. This tool uses 30 days as a starting point. The final message mentions the expiry date, and if the final touch lands after it, the wording offers to update the quote instead.

Texting a customer who gave you their number and asked for a quote is a normal business reply in most cases, but rules on texting do exist and they change. Stop when someone asks you to stop. The tool can add an opt-out line to each text. Short explanation, not legal advice. See our texting rules guide and text compliance checker for more.

Ask what they were hoping for and what matters most to them. You may be able to change the scope: leave the wood, skip the stump, or do the most urgent tree now and the rest later. Do not just drop the price. Check your numbers with the tree job estimator so you know your break-even first.

Mark the quote as lost or open in your notes and stop texting. If they reply later, pick it back up. You can also keep old quotes on a seasonal list, for example before storm season, and send one short check-in with a fresh quote if they still want the work.

Yes. Press "Download calendar file" and open the file on your phone or computer. It adds one all-day reminder for each touch, with the message wording inside. The file is made in your browser and nothing is uploaded.

No. The plan is built in your browser. Your business name, your name and your schedule settings are kept in this browser so they are filled in next time. Customer names, amounts and dates are not saved. Clear your browser data to remove the settings.

Yes, that is part of what Lirevon sets up. Our Never-Miss-A-Job System includes a lead inbox with follow-ups, so every quote gets its texts on time without you remembering. See the services and pricing pages, or start with a free audit.