ESTIMATE FOLLOW-UP SEQUENCE (7 TOUCHES OVER 30 DAYS)
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Touch 1 · Day 0, right after sending · Text
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Hi [First name], it's [Your name] from [Company]. I just sent your estimate for [job] to [email]. Any questions, just reply here. You can approve it here: [link]. Reply STOP to opt out.

Touch 2 · Day 1 · Email
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Subject: Your [job] estimate from [Company]
Hi [First name],
Thanks for having us out [yesterday / on day]. Your estimate for [job] is attached and here: [link].
Quick recap: [one-sentence scope, e.g. replace your 15-year-old AC with a new heat pump, including permit and haul-away]. Total: $[amount]. [Options: you can add ___ for $___.]
The estimate is good until [date]. If anything's unclear, or you'd like to adjust the scope to fit a budget, just reply or call me at [phone].
[Your name], [Company]

Touch 3 · Day 3 · Text
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Hi [First name], [Your name] from [Company]. Did you get a chance to look over the [job] estimate? Happy to answer anything by text or a quick call.

Touch 4 · Day 7 · Phone call (voicemail script)
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"Hi [First name], it's [Your name] with [Company], following up on your [job] estimate. I wanted to see if you had questions or if anything in it doesn't fit what you had in mind. I'm at [phone]. I'll also send you a quick text."
Follow with text: "Just left you a voicemail about the [job] estimate. Reply anytime, no pressure."

Touch 5 · Day 14 · Email (add value)
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Subject: A few options for your [job]
Hi [First name],
Some customers ask whether there's a way to [lower the upfront cost / phase the work / get it done before (season)]. A few options: [financing at $___/month if you offer it] · [a lower-cost option: ___ for $___] · [phase 1 now, phase 2 later].
Your estimate is good until [date]. Want me to rework it with one of these?
[Your name]

Touch 6 · Day 21 · Text (deadline)
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Hi [First name], quick heads-up: your [job] estimate from [Company] expires [date]. After that I'll need to re-check [equipment / material] prices. Want me to hold a spot on the schedule?

Touch 7 · Day 30 · Text or email (close the loop)
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Hi [First name], I haven't heard back on the [job] estimate, so I'll assume the timing isn't right and close it out. If anything changes, just reply here and I'll pick it right back up. Thanks for considering [Company]!

If they reply with a question or objection
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"It's more than we expected." → "Thanks for telling me. Would it help to see a lower-cost option, or spread it into monthly payments? I can rework the estimate today."
"We're getting other quotes." → "Makes sense. When you compare, check [what's included: permit, haul-away, warranty, brand]. Happy to walk through ours line by line."
"We decided to wait." → "No problem. Want me to check back in [month]? I'll make a note."
"We went with someone else." → "Thanks for letting me know, and good luck with the project. We're here if you ever need us."

Free template from BRIX: https://brix.so/templates/estimate-follow-up-templates