PropertyFollow up on an estimate
without losing the details.
A simple process for remodelers, painters, flooring installers and other small crews. A follow-up can start a useful conversation; it does not guarantee a sale.
1. Record what you sent
Keep the customer name, project, date sent, estimate version, total and any expiration date together. Record the best contact method the customer has agreed to use.
2. Set a sensible next step
Agree on when to check back if possible. If you have not heard from the customer, a brief, respectful check-in can uncover questions about scope, timing or options. Avoid repeated unwanted messages.
3. Ask a useful question
Ask whether the customer has questions about the scope or would like to discuss options. Listen for scheduling or budget concerns rather than assuming the reason for a delay.
4. Document changes
If the customer requests a different material or scope, revise the estimate and explain the effect on price and schedule. Identify the current version so both sides know what is being considered.
5. Update the status
Record whether the quote is awaiting a decision, needs revision, was accepted, or was declined. If the customer asks you to stop contacting them, honor that request.
A short message you can adapt
Hi [customer name], I wanted to check whether you had any questions about the estimate for [project]. I’m happy to walk through the scope or discuss options if that would help. Thanks, [your name].
Personalize the message, check your contact information, and send it only when appropriate for the customer and your business.
Keep the work together
PropertyPromoKit helps small crews organize projects, estimates, customer decisions and follow-up information. Review and send prepared follow-up messages yourself. One saved project stays free with no card required; optional multi-project access is $24.99 per month for one owner and up to five crew members.
Get the Android app on Google Play · Explore trade checklists