The problem
Quotes that never closed do not mean "no" — they usually mean "not right now." But most businesses never follow up after the first pass, and the job goes to whoever calls back later. An unsold quote is one of the highest-converting assets your business owns.
How this campaign works
We pull your open or expired quotes, age them, and follow up in sequence: a check-in, a nudge with the original number where useful, and a final "should we close the file?" message that reliably surfaces ready-to-book customers.
What is included
- Quote list review, aging, and prioritization
- Multi-touch follow-up sequence by call, text, and email
- Objection handling and re-quote coordination
- Reply routing into your booking process
- Closed-loop reporting on every quote contacted
Good fit for
HVAC, plumbing, electrical, roofing, construction, automotive repair, and any business that issues quotes or estimates.
Frequently asked questions
Is following up on old quotes pushy?
Done right, it is service. Most customers genuinely appreciated the original quote and lost track of it. A polite, well-timed follow-up is expected — and often welcomed.
How old is too old for a quote follow-up?
We typically work quotes from the last 6–18 months, segmented by age. Older quotes still convert when the message acknowledges the time gap honestly.
Can you follow up on quotes from my existing software?
Yes. If your quoting tool exports a list (CSV or API), we can work from it. You do not need to change any of your systems.
Old Quote & Estimate Follow-Up for your industry
See how this campaign fits your industry and the repeat revenue it recovers.
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