Guide · Follow-up
How to follow up on an estimate the customer hasn’t answered
Follow up within one to two days of sending the estimate, again around day four or five, and close the loop with a plain yes-or-no message about a week later. Text works for short nudges, a call suits larger jobs, and every touch should give the customer a specific reason to reply.
- Most homeowners collect more than one bid, so silence usually means they are still comparing.
- Three touches in the first ten days, plus one seasonal check-in later, covers most quiet quotes without becoming a nuisance.
- Each message should add something: an answered question, a scheduling window, a payment option or a clear way to decline.
- In Maryland, keep follow-up texts between 8am and 8pm and get written consent before sending anything that reads as marketing.
Why estimates go quiet
An unanswered estimate usually means the customer is comparing prices or has been pulled away by daily life, and a well-timed follow-up wins a share of those jobs back. In a 2022 survey of more than 1,000 homeowners, 95% said they get more than one bid, so your quote is rarely the only one on the table.
Few jobs close on the spot. ServiceTitan reports that only 37% of estimates convert immediately, which leaves most of the decision happening after your technician or estimator has left. Contractors on trade forums describe the same pattern from the other side: customers who seemed keen go silent because they got busy, are waiting on a spouse, or chose someone else and did not say so.
The practical takeaway is that the follow-up is part of the sale. A business that follows up on every estimate is competing for the jobs that its competitors quietly give up on.
When to follow up on an estimate
The first follow-up should land within 24 to 48 hours of sending the estimate, while the job is still fresh in the customer’s mind. After that, space the touches out so each one has room to work.
| When | Touch | Purpose |
|---|---|---|
| Day 0 | Send the estimate | Digital copy, plus a line on how to approve it |
| Day 1 to 2 | Check-in text or call | Confirm it arrived and offer to answer questions |
| Day 4 to 5 | Value touch | Answer a likely objection, share a scheduling window or payment option |
| Day 7 to 10 | Close-out message | Ask for a clear yes, no or not yet |
| 30 to 90 days | Re-open | Seasonal or price-change reason to revisit |
Speed matters most at the very start. The classic Lead Response Management study by MIT and InsideSales.com found the odds of reaching a new lead were 100 times higher when called within five minutes rather than 30. That research covered fresh inquiries, so treat it as a reason to send estimates promptly as well as to follow them up. The same study found late afternoon, roughly 4 to 6pm, was the best window to reach people by phone.
Software vendors that serve trades land in a similar place. Housecall Pro suggests a first follow-up at 24 to 48 hours, a second four to five days later and a final one about a week after that.
How many times to follow up
Three follow-ups in the first ten days is enough for most estimates, with one more check-in a month or a season later. More messages after that tend to annoy more than they persuade.
The useful limit is the customer’s answer rather than a number. Once someone says no, thank them and stop. If they say not yet, ask when to check back and put that date in your calendar or CRM. The close-out message in the next section is designed to get one of those answers, which is worth more than another week of silence.
Frequency matters for texts in particular. In a survey of 3,095 US consumers, 30% said they would consider opting out if a business texted them more than once a day. One message per touch, spaced days apart, stays well clear of that.
Text, call or email: which works best
Use text for short check-ins, a phone call for large or complicated jobs, and email for anything the customer needs to read in detail, such as a revised scope. Most estimates benefit from a mix.
Texting reaches almost everyone: 98% of US adults own a cellphone, and 75% of consumers prefer appointment reminders by text. A Twilio study found people were more than twice as likely to prefer text over email for urgent messages from businesses.
Calls still earn their place on bigger tickets. A conversation surfaces the real objection, whether that is price, timing or a competing bid, faster than any message. A good rule is to call when the estimate is large enough that losing it would hurt, and text for everything else.
What to say in an estimate follow-up
Each follow-up should be short, personal and give the customer an easy reason to reply. These are starting points to adapt to your trade and your voice.
Hi Sarah, it’s Mike from Harbor HVAC. Just checking the estimate for the new system came through okay. Happy to walk through any of it on a quick call if that helps.
Hi Sarah, a few homeowners asked us about financing on similar jobs this month, so I wanted to mention we offer monthly payment options on the system we quoted. I can also hold a Tuesday or Thursday install slot for the week of the 14th if timing helps.
Hi Sarah, I don’t want to keep chasing you. Should I keep your estimate open, check back in a month, or close it out for now? Any answer is fine.
Hi Sarah, we’re booking fall tune-ups and I remembered your estimate from the summer. Prices on that system are holding for now. Want me to send an updated copy?
The close-out message works because it makes declining easy. People who would ignore a third “just checking in” will often reply to a question that lets them say no politely, and a clear no frees you to focus on live jobs.
What your unanswered estimates are worth
Your unanswered estimates are worth the number of quiet quotes multiplied by your average job value, and even a small win-back rate on that total adds up over a year. Put in your own numbers below.
The defaults are examples, not benchmarks. Use your own numbers.
Most owners have never added this up, because the quotes are spread across texts, emails and a whiteboard. The figure is usually large enough to justify a simple, consistent follow-up process before spending more on new leads. Our free pipeline audit does this count for you from your actual quote history.
Texting rules in Maryland and the US
Follow-up texts about an estimate the customer asked for carry less legal risk than promotional texts, but Baltimore-area businesses should still respect consent, timing and opt-outs. Treat what follows as general information, not legal advice, and check with your own counsel.
- Under the federal TCPA rules, automated marketing texts need prior express written consent, and customers can revoke consent by replying with words such as “stop” or “unsubscribe”. Since April 2025, opt-outs must be honoured within ten business days.
- Maryland’s Stop the Spam Calls Act, in force since January 2024, limits automated solicitations to 8am to 8pm and three per 24 hours on the same subject, with penalties of up to $10,000 per violation.
The safe habit is simple: collect consent to text on your estimate or intake form, send follow-ups during business hours, and remove anyone who opts out straight away.
Making follow-up automatic
The most reliable way to follow up on every estimate is to stop relying on memory. A basic system logs each estimate, schedules the touches above and pauses when the customer replies.
In the Local Leader Program, every quote that hasn’t booked within 14 days gets followed up automatically, and older quotes are worked on a regular schedule. The same approach applies to past customers who haven’t returned and to calls you miss, which are the other two places local businesses lose work they have already paid to generate.
Sources
- ArcSite, 2022 Homeowner Survey Report
- ServiceTitan, Follow-Ups 101 webinar recap
- Oldroyd and Elkington, Lead Response Management Study (MIT / InsideSales.com)
- Housecall Pro, How to follow up on a quote
- EZ Texting, 2022 Consumer Texting Behavior Report
- Pew Research Center, Mobile Fact Sheet
- Twilio, global consumer communication study
- 47 CFR 64.1200, TCPA rules
- Manatt, FCC revocation rule effective April 2025
- Kelley Drye, Maryland’s new telemarketing law