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Advice CentreAI & Automation

Automated Quote Follow-Ups That Actually Win Jobs

The follow-up cadence, channel mix and message templates that lift UK trades' quote-to-job conversion by 20–40%.

7 min read

The average UK trade follows up a quote 0.7 times. The trades winning the most jobs follow up 4–6 times across multiple channels. The win-rate uplift is 20–40%.

The cadence that works

  1. Hour 0: quote sent by email + SMS with PDF and one-tap accept
  2. Day 1: SMS — "Hi {name}, did you get a chance to look at the quote? Happy to answer anything."
  3. Day 3: WhatsApp with a short photo or case study of similar work
  4. Day 7: Phone call from a human
  5. Day 14: Email — "Still planning the work? We've got a slot on {date}."
  6. Day 30: Final email — "Closing this quote — happy to re-quote whenever you're ready."

What to avoid

  • Generic "just checking in" messages — they signal weakness
  • Following up after the customer has said no
  • Same channel every time — switch between SMS, WhatsApp and email

One-tap accept

Quote PDF should always include a payment link / deposit link / accept button. Make saying yes easier than saying nothing.

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