Quote follow-up
Quotes go out, then silence — and nobody chases because chasing feels awkward or there's no time. The follow-up is where the work is won.
What the desk runs
- Every quote gets a scheduled chase the day it goes out — day 3, day 6, your rhythm
- Follow-ups sent in your voice — a nudge, not a nag
- Answers logged — accepted, declined, still thinking, nothing slips
- Won quotes handed straight to the diary lane for booking
What lands on your desk
every quote chased on schedule — accepted, declined or still thinking, all logged
That's the artefact — not a promise, a thing you can check. If it isn't landing, the lane isn't running.
Runs inside your tools
- Your quoting tool or template
- A simple quote tracker the desk maintains
- Email or SMS — whichever your customers answer
The boundary
The desk chases — it never negotiates, never discounts, never varies a quote. Price conversations come back to you, always.
Signs this is your leak
- You couldn't list your open quotes right now without checking
- "We went with someone else" arrived after you'd forgotten the quote existed
- Follow-ups happen when you remember, not on a schedule
What it looks like running
A quote goes out Monday and the desk's calendar holds day 3 and day 7 against it. The nudge goes out in your voice — a line, not a lecture — and silence earns a second touch before the quote is written off.
You always know which quotes are live, which are won and which went cold — a list, not a feeling. Requotes and "can you just change…" replies come back flagged, not buried.
Fair questions
What's a sensible chase rhythm?
Most trades run day-3 and day-6 touches. The desk follows your rule — gentler for repeat customers, brisker for one-off enquiries.
What if the customer wants changes?
Anything that changes the price or scope comes back to you. The desk books the conversation, it doesn't have it.
Is this the lane that leaks?
Six questions, five minutes — the mini-audit shows where your week actually goes and which lane to fix first.