Win the quote
Your quotes, followed up until there's an answer.
Most quotes don't get a no. They get nothing. We follow up every quote you send, give the quiet ones a second look, and ask happy customers for a review.
Quote sent: 38 m Colorbond fence, side and rear
Day 3
Hi Sarah, did our quote for the 38 m Colorbond fence, side and rear come through all right? Happy to go through any of it, or adjust the scope if the number isn't right.
Day 10
Day 10, 6:48 pm
Sorry, been flat out. Still keen, just waiting on the neighbour to sign off on the colour. Can we talk Friday?
Call booked: Friday 12:30 pm.
01The problem
A quote that goes quiet isn't a no.
People get busy, go on holiday, wait on finance, or forget which business was which. If nobody follows up, the job goes to whoever did.
- Day 0Quote sentYou send the quote the way you always do.
- Day 3Did it arrive?A short check that the quote came through, in your name.
- Day 10Any questions?An offer to talk it through or adjust the scope.
- Day 21Has the timing moved?An easy way for them to say not yet.
- Day 45Still on your list?A polite check-in. No pressure.
- Day 90Last oneA final note, then the follow-up stops.
- They say yesA call or a site visit is booked, and you get a notification.
- They say noThe follow-up stops straight away. You know where you stand.
- They say not yetIt keeps going quietly, for up to 90 days.
02What we set up
What we set up
Follow-up on every quote.
Up to 90 days of follow-up, in your name, until the homeowner says yes or no. They can reply or book a call at any point.
Fig. 01A second look at old quotes.
Quotes from the last few months that went quiet get a fresh, polite check-in. Some of them were waiting for someone to ask.
Fig. 02Reviews from happy customers.
When a job finishes, the customer gets asked for a Google review at the right moment. More reviews make the next quote easier.
Fig. 03Updates for the people who send you work.
Designers, architects and estimators who refer clients get an update when their client moves forward, without you writing an email.
Fig. 04
03Old quotes
A second look at old quotes.
The quotes that went quiet get one fresh, polite check-in, in your name. If one of them was waiting for someone to ask, the reply lands in your inbox.
QuoteSent a few months ago
QuoteSent a while ago
QuoteNo reply
Sarah T.
38 m Colorbond fence, side and rear
SentA while ago
Heard backNot yet
A check-in goes out, in your name
Quote sent: 38 m Colorbond fence, side and rear
A while later
Hi Sarah, it's been a while since we sent the quote for the 38 m Colorbond fence, side and rear. Is it still on your list? No pressure either way.
Sent in your name
Their reply
Sorry, been flat out. Still keen, just waiting on the neighbour to sign off on the colour. Can we talk Friday?
04Reviews
Reviews from happy customers.
When a job finishes, the request goes out in your name, at the right moment. The customer taps a star and says it in their own words.
- Goes out
- When a job finishes
- Asks for
- A Google review
- Sent as
- You
The stars stay empty until your customer taps them.
Job finished: 38 m Colorbond fence, side and rear
Sent in your name
Hi Sarah, thanks for having us on the job. If you're happy with how it turned out, would you leave us a Google review?
Your business name
How did we go?
Tap a star to start
05Referrers
Updates for the people who send you work.
When a referred client moves forward, the designer, architect or estimator who sent them hears about it. You don't write the email.
Goes toDesignersArchitectsEstimators
- From
- Your business name
- To
- The designer who referred Sarah
- Subject
- Your client Sarah T. has moved forward
Hello,
A quick update on Sarah T., who you sent our way for the 38 m Colorbond fence, side and rear.
They have moved forward with us. Thanks for the referral.
Your name
Your business name
Sent for you. You didn't write it.
06For builders
For builders: stop quoting for free.
A detailed quote on a custom home or a major renovation can take days of work. For builders who want to charge for it, we set up the whole process: the questions up front, an explanation the homeowner can read before the meeting, a written preliminary agreement and online payment.
Read the guides on charging for preliminary workBefore we quote
Roughly how many metres (or square metres for a deck)?What would you like done, in a sentence or two?
For a boundary fence, has your neighbour agreed?Do you have drawings or approvals yet?
How is the access, and is the block flat or sloping?Do you have a budget range in mind?
Send01The questions up front
For SarahEmma
Before we meet
How our preliminary work runs
What you get from it
What happens next
Read before the meeting
02An explanation the homeowner can read before the meeting
Your business name
Preliminary agreement
1
2
Fee: set by you
Sarah T.Emma W.
Signed by the homeowner
- Client
- Sarah T.Emma W.
- Sheet
- 1 of 1
- Project
- 38 m Colorbond fence, side and rearRear extension with a new kitchen and living area
03A written preliminary agreement
Payment received
Preliminary agreement
- From
- Sarah T.Emma W.
- Fee
- Set by you
- Paid
- Online
04Online payment
Guides
Guides on quotes and preliminary work
Tell us where the work is going missing.
A quick call to work out what you need, if anything. If it's not us, we'll point you in the right direction.
About 20 minutes. Phone or video.