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What Should a Quote Follow-Up Say on Day 1, Day 3 and Day 7?

What Should a Quote Follow-Up Say on Day 1, Day 3 and Day 7?

Three messages with three different jobs. Day 1 restates the price and names an hour, day 3 asks one question, day 7 offers an easy no. This cadence is ours, not a finding: no study measures the right number of follow-ups.

What should a quote follow-up say on day 1, day 3 and day 7?

Write the three below once and let them send themselves. What is measured is not the timing: it is that the customer is holding two other prices.

57%
of homeowners price two or three companies
Roto-Rooter, 2024 · n=1,000
16%
of owners quote in three tiers
Jobber, 2026 · n=1,050
7.3
points, the largest lift from a mailed deadline
Lieberman, 2021 · screening letters
The three messages, writable as they are
  1. 01
    Day 1, restate it and give a time
    "Your estimate: [price] for the 40 gallon heater, installed, haul-away included. I will call Thursday at 10 unless another time is better."
  2. 02
    Day 3, ask one question
    "Quick one: is it the price you are weighing, or the Thursday install date? Either way I can send you an option that fits."
  3. 03
    Day 7, make the no easy
    "Last note from me. This price holds through Friday. If you have gone another way, reply no and I will close the file."
The same three messages, whichever way the quote went out
EmailedTextedHanded overLeft in a portalDay 1: price, scope, and an hournothing to decode, one next stepDay 3: one questionthe only message built to get a replyDay 7: an easy no, with a dateborrowed evidence, from mailed lettersBooked, or the file is closedeither answer frees the slotEmailedTextedHanded overLeft in a portalDay 1: price, scope, and an hournothing to decode, one next stepDay 3: one questionthe only message built to get a replyDay 7: an easy no, with a dateborrowed evidence, from mailed lettersBooked, or the file is closedeither answer frees the slot
View data
PieceWhat happens
DoorEmailed
DoorTexted
DoorHanded over
DoorLeft in a portal
HubDay 1: price, scope, and an hour — nothing to decode, one next step
StageDay 3: one question — the only message built to get a reply
StageDay 7: an easy no, with a date — borrowed evidence, from mailed letters
ReturnBooked, or the file is closed — either answer frees the slot

Why does a quote go quiet?

Almost never the price. The customer asked two other companies for the same job, and nobody gave them a reason to answer today.

They are comparing, not offended

57% of 1,000 U.S. homeowners get a price from two or three companies before choosing (Roto-Rooter, April 2024).

The quote arrived with no time in it

A number with no next step leaves nothing to reply to. No published figure measures this, and it is the cheapest thing on this page to fix.

There was one number to say yes to

Only 16% of 1,050 U.S. owners quote in three tiers (Jobber, fielded December 2025), so the choice reads as yes or no.

Nobody has measured follow-up abandonment

The figures that circulate have no primary source with a sample. The speed of the first reply does: how fast to respond to a new lead.

Where a sent quote goes
View data
StepValue
The price leaves your handsQuote sent (Email, text, paper or portal)
Two other companies are quotingSilence (57% price two or three (Roto-Rooter, 2024))
Price, scope and an hourDay 1 ("I will call Thursday at 10")
One questionDay 3 (Built to be answered in four words)
An easy no, with a dateDay 7 (The last message, on purpose)
Either answer frees the slotBooked or closed

What should be in the quote before you follow up at all?

Options. Only 16% of 1,050 U.S. home service owners offer three pricing tiers (Jobber, fielded December 2025), so most customers get one number and a yes-or-no choice.

What the customer compares

your one price against two rivalsyour three options against two rivals

Jobber, 2026: 16% of 1,050 owners quote in three tiers.

The next step in the quote

"let me know"a named hour you will call

No study measures this. It is our recommendation, not a finding.

Where the follow-up lands

an inbox nobody openedthe phone they already carry

Pew, 2025: 98% of 5,022 U.S. adults own a cellphone. That is reach, not a reply.

The first five minutes

handled by memoryalready automatic

That part is written up: the five minutes after a form submit.

View data
MetricDay zero → target
What the customer comparesyour one price against two rivals → your three options against two rivals
The next step in the quote"let me know" → a named hour you will call
Where the follow-up landsan inbox nobody opened → the phone they already carry
The first five minuteshandled by memory → already automatic

Pew measures ownership, not replies, so treat the phone as reach only.

98%
of U.S. adults own a cellphone
Pew Research Center, 2025
91%
own a smartphone
Pew Research Center, 2025
5,022
adults surveyed, February to June 2025
Pew Research Center, 2025

Does putting a deadline on day 7 actually work?

In the one preregistered trial we could read, yes, by a few points. It mailed cancer screening kits to 7,711 people, not quotes, so the direction is borrowed and the size is not.

9.7%
completed with a short deadline alone
Lieberman, 2021 · screening letters
9.1%
with a deadline and a small payment
Lieberman, 2021 · screening letters
12.0%
with a deadline and a large payment
Lieberman, 2021 · screening letters

Every arm with a deadline beat the control by 2.5 to 7.3 percentage points (all ps below .004), and the date on its own matched the date plus money.

  1. 01Quote with options
  2. 02Day 1 and day 3
  3. 03Day 7, with a date on it
  4. 04Closed out either way

So a deadline always works?

No. A second randomized trial found nothing, and every deadline result we could open comes from public health mail rather than a priced job.

One trial found no effect

246 men were mailed a health survey: 88.9% responded with a deadline against 85.0% without, not significant (odds ratio 1.41, 95% CI 0.67 to 2.99, p = 0.36). Gattellari and Ward, 2004.

Paying did not beat a date

In the screening trial a short deadline alone matched a deadline plus a small payment, 9.7% against 9.1% (Lieberman et al., 2021).

Both are letters, not quotes

Neither trial priced a job, named a contractor or used a phone. Borrow the direction, not the number.

An expiry you ignore is worse than none

If the price still stands on day 20, the day 7 date taught the customer that your dates do not mean anything.

What about "80% of sales need five follow-ups"?

It has no primary source. Vendors trace it to a 2014 compilation and to two citations with no sample; one aggregator labels its own entry source pending verification. Count your own two numbers instead.

The four rows to count on your own quotes

model numbers, our arithmetic, not a published benchmark. Plug in your own counts.

View data
model numbers, our arithmetic, not a published benchmark. Plug in your own counts.
StageValue
quotes sent last month100
got the day 1 message62
got the day 3 question31
answered either way14

Quotes that got a second message

not counted anywherecounted every month

The number nobody publishes a benchmark for, including us.

The cadence

whenever someone remembersday 1, day 3, day 7, automatic

This cadence is ours, not a finding. No study measures it.

"Five touches"

a rule from a slideyour own close rate

The figure has no primary source with a sample behind it.

When you stop

the thread stays openday 7, then closed

An easy no is an answer, and it frees the slot.

View data
MetricDay zero → target
Quotes that got a second messagenot counted anywhere → counted every month
The cadencewhenever someone remembers → day 1, day 3, day 7, automatic
"Five touches"a rule from a slide → your own close rate
When you stopthe thread stays open → day 7, then closed

Write the three messages this week, put them on a timer, and count how many quotes got the second one. Nobody publishes a benchmark worth chasing.

Questions owners ask

What should you say in a follow-up after sending a quote?

Restate the price and the scope in one line, then give a time: "I will call Thursday at 10 unless another time is better." A follow-up that only says "just checking in" gives the customer nothing to answer. The time is what turns silence into a reply.

How many times should you follow up on a quote?

Three is our working answer: day 1, day 3, day 7, then stop. No published study measures the right number, and the figure that circulates ("80% of sales need five follow-ups") has no primary source with a sample behind it. Pick a cadence, automate it, and measure your own close rate.

Does putting an expiry date on a quote work?

The evidence is borrowed. In a trial of 7,711 cancer screening letters, every deadline arm beat the control by 2.5 to 7.3 points, and a short deadline alone matched one paired with a payment (Lieberman et al., 2021). A second trial, of 246 men mailed a survey, found no significant effect (Gattellari and Ward, 2004).

What should the last follow-up say?

Give them an easy no: "If you have gone another way, reply no and I will close the file." It ends the thread without a chase, it gets you an answer either way, and it is the only message in the cadence designed to be the last one.

Sources

  1. Lieberman A, Gneezy A, Berry E, Miller S, Koch M, Argenbright KE, Gupta S, The effect of deadlines on cancer screening completion: a randomized controlled trial, Scientific Reports, July 6, 2021 (preregistered field experiment, 7,711 participants mailed colorectal cancer screening kits) (2021)
  2. Gattellari M, Ward JE, Does a deadline improve men's participation in self-administered health surveys? A randomized controlled trial in general practice, Journal of Public Health 26(4), pp. 384-387 (246 men: 126 mailed a deadline, 120 without; general practices in Sydney) (2004)
  3. Jobber, 2026 Home Service Trends Report (survey of 1,050 U.S. home service business owners run by Conjointly, fielded December 2025, margin of error 3 points at 90% confidence; company that sells quoting software) (2026)
  4. Roto-Rooter, The State of Home Repair in 2024 (company-commissioned survey of 1,000 U.S. homeowners, April 2024) (2024)
  5. Pew Research Center, Mobile Fact Sheet, November 20, 2025 (5,022 U.S. adults, fielded February 5 to June 18, 2025; device ownership, not messaging behavior; read October 20, 2026) (2025)

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