The Ignis team reviewing work in the studio

The quote follow-up gap

Most businesses send a quote and wait. The deals lost in that silence are the cheapest revenue available, and recovering them needs a sequence rather than persistence.

A business spends money to generate an enquiry, time to scope it, and effort to prepare a quote. Then it sends the quote and stops.

What happens in the two weeks after a quote is sent determines a large share of whether it converts, and in most businesses nothing happens at all.

Why the silence is not a no

A prospect who has gone quiet after receiving a quote is usually in one of a small number of states.

They are getting other quotes and yours is not the last one. They are waiting on a decision from somebody else. The project has been deferred for reasons unconnected to you. They have a question they have not asked. Or they have simply not got to it.

Almost none of those are a decision against you. Which means the assumption that silence means no is wrong most of the time, and acting on that assumption loses the deals that were still live.

What the sequence looks like

Four or five touches over two to three weeks, on more than one channel, each with a reason to exist.

Within a day of sending: confirm it arrived and offer to walk through it. Quotes get lost, filed and misread. This single message catches all three.

Three or four days later: answer the question they did not ask. Whichever objection you hear most often. Not "just following up", which asks them to do the work.

A week in: add something. A relevant example, a photo of comparable work, a note on availability or timing. Something that gives the message a purpose beyond chasing.

Ten to fourteen days: the direct question. Ask where it sits and whether it is still live. People respect the directness and it produces real answers, including the no, which is also useful.

Three to four weeks: the close-off. Tell them you are going to stop following up, and that they can come back whenever. This message gets more replies than any of the others, consistently, because it removes the obligation.

Channel matters

Email alone underperforms. A quote follow-up that is only ever an email is easy to leave unread.

A phone call at the second or third touch changes the conversion rate materially, for the plain reason that almost nobody does it. A message that says "I tried to call, here is the question I had" is a different object from a fourth email.

For higher-value work, the touch that matters most is the one where you get them talking rather than reading.

What to say instead of "just following up"

The phrase is the problem. It puts the burden on the prospect and it adds nothing.

Alternatives that work: a specific question about their timing. A note about something that has changed, like availability or a price that is about to. An answer to the objection you expect. A relevant piece of proof. An offer to reduce the scope to a first stage, which converts a stalled large decision into a small one.

Each of those gives the recipient something. "Just following up" asks them for something.

Making it happen

The reason this does not get done is not disagreement. It is that nobody owns it and there is no mechanism.

Which means the sequence has to be written down, the timing has to sit in whatever system the business uses, and somebody has to be responsible for it. A reminder in a calendar is enough for a small business. A pipeline with stages and dates is better.

The other half is knowing what is outstanding at all. A business that cannot list every quote sent in the last month, its value and its status, is losing deals it does not know it sent.

What it is worth

Quote follow-up is the highest-return activity available to most service businesses, because the cost of acquisition has already been paid.

The enquiry was generated. The scoping was done. The quote was written. Every one of those costs is sunk, and the only remaining variable is whether anybody asks for the decision.

Which makes it the first thing to fix, before any additional spend on generating more enquiries that will be quoted and abandoned in the same way.

Written by David Eid. Published .