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Templates

Quote follow-up scripts, from “just sent it” to a decision

Six messages for the wait between sending a quote and hearing back. They include a delivery check and a nudge a week later. Other scripts cover outcomes nobody enjoys writing, such as losing the job or turning one down. Fill in your details once at the top of this page, and every script below updates.

A quote sent into silence is one of the most common ways good work slips away. The client did not say no. Nobody followed up, and the moment passed. The fix is a follow-up schedule, with wording that gives the client an easy way to answer either way.

These six scripts cover the wait after a quote. They start with the quote itself. A delivery check follows a few days later, then a nudge a week after that. Three more cover outcomes that most template lists skip. One handles losing the job to a cheaper bid. One asks for a deposit once you win. One declines a job politely when it is the wrong fit. Fill in your details once at the top of this page and every script updates to match.

Scripts

Script 01 · Quote sent

Email

Subject: Your quote from [Your business]

Hi [Client name], Thanks for the chance to quote this one — attached is the full breakdown for [Amount], valid through [quote expiry date]. Take a look and let me know if anything needs adjusting. Happy to answer any questions, [Your name]

Why it works Naming an expiry date up front protects your pricing and gives you a natural, already-agreed reason to follow up later.

Script 02 · 3 days after sending

Email

Subject: Just checking you got the quote

Hi [Client name], Wanted to make sure the quote I sent for [Amount] made it through okay — sometimes these land in a spam folder. No pressure, just let me know if you have any questions or want to talk through the numbers. [Your name]

Why it works A delivery check gives a busy client an easy, low-stakes reason to reply. It does not read as a sales push.

Script 03 · A week later

Email

Subject: Still interested in getting this done?

Hi [Client name], Following up on the quote for [Amount] — still keen to get this sorted, or has the timing changed on your end? Either’s fine, I’d just like to know so I can plan around it. [Your name]

Why it works The easy exit (“either’s fine”) makes it safe for a client to say “not right now”. That is more useful to you than silence.

Script 04 · They went with someone cheaper

Email

Subject: No worries — appreciate you letting me know

Hi [Client name], Thanks for letting me know, and no hard feelings — I hope it works out well. If anything changes or you need something else down the line, I’d love the chance to help. All the best, [Your name]

Why it works A short, gracious reply keeps the door open for future work and referrals. Clients remember who was decent about losing a job.

Script 05 · Deposit before starting

Email

Subject: Getting [Invoice #] scheduled — deposit due

Hi [Client name], Great news — I’ve got you booked in. To lock in the date, I ask for a deposit of [Amount]; here’s invoice [Invoice #] for that amount, due [Due date]. Once it’s through, I’ll confirm the schedule. Looking forward to it, [Your name]

Why it works Tying the deposit to “locking in the date” makes it a scheduling step. It does not feel like an extra hoop.

Script 06 · Declining a job politely

Email

Subject: Not the right fit this time — but thank you

Hi [Client name], Thanks for thinking of [Your business] for this one. After looking it over, I don’t think I’m the right fit for this particular job — [reason, if useful to share]. I’d be glad to help with future work if the fit’s different. All the best, [Your name]

Why it works A specific, brief reason reads as honest, even if it is one line. It also keeps the relationship intact for the next ask.

Questions

How long should a quote stay valid?
Two to four weeks is standard for most trades. A client does not feel rushed. A swing in materials prices does not leave you stuck with a stale number.
Is it okay to follow up more than once on a quote?
Yes. Two or three follow-ups, spaced a week or so apart, are normal and expected. They are not pushy. Going quiet after one email is far more likely to lose you the job than a polite check-in.
What if a client wants to negotiate the price?
Hold the number and offer to adjust scope instead. Fewer line items or a longer timeline keeps your rate intact. A price-sensitive client still gets a real option.

Want the job and its notes in one place?

You send these messages yourself. BizBinder does not send quotes or follow-ups for you, and it does not record a client’s answer. A request can become a job with the status “quote”. The job keeps its time and material lines and its dated notes. Add a note each time you follow up. When the work is done, “Create invoice” turns the lines into a draft.