Quote Request Follow-up

Contents:
  • 4 Variations of a Quote Delivery Email
  • 1 Next Steps Email
  • 1 Stay In Touch Email
  • 2 Please Respond Emails
Instructions:
  • There are 4 different scenarios for email 1: verbal quote - verbal acceptance, verbal quote - email/signature acceptance, emailed quote - verbal acceptance, emailed quote - email/signature acceptance. You’ll need to find the version that fits your circumstances.
  • You’ll need to decide the best way for delivering the quote (attached to the email, in the body of your email, etc.) and then adapt the copy in the email to fit.

Email 1: Version 1

(Verbal Quote is Given - Verbal Acceptance is Wanted)

Note: This campaign should be sent after you have verbally given your prospect a quote. And your goal is to get a verbal confirmation they approve the quote.

Subject Line: Here’s the quote we discussed
Send: Same day you propose the quote “in person” to your prospect

[CONTACT’S NAME],

Thanks again for reaching out to us. We’re excited at the prospect of helping you [SERVICE YOU PROVIDE].

As discussed, I’ve [ATTACHED OR INCLUDED YOUR QUOTE BELOW] for you to look over. You’ll notice [MENTION A SPECIFIC BENEFIT].

If you have any questions, I can be reached at [BEST CONTACT INFO].

Once you’ve had time to review the quote, and you’re ready to move forward, all you need to do is give us a quick call. Verbal acceptance is all we need. And we can get started right away. Our best contact number is [PHONE NUMBER].

We’re looking forward to working with you.

[EMAIL SIGNATURE]

By the way, this quote is good for the next [NUMBER OF DAYS] days. So I’ll need your approval before then if you want to lock in this price.

Pro Tip:

In the “service you provide” try to include a benefit with the description. Something like this:

“...helping you create the ultimate oasis of family fun with one of our signature pools.”

Pro Tip:

You have several options for how to deliver the quote. In the “attached or included in your quote below” section, be sure to describe how the quote is being delivered or include it directly in the body of the email.

Pro Tip:

The “mention a specific benefit” is your last chance to “sell” the person before they make up their mind. Use this space to talk about a “discount” or “add-on” that you’re throwing in to sweeten the deal. If you don’t have anything like that, delete that sentence. Here’s an example of what this might say:

“You’ll notice I gave you that 20% off discount we discussed and I’m going to pay your sales tax for you.”

Email 1: Version 2

(Verbal Quote Given - Physical (Signed or Emailed) Acceptance Wanted)

Note: This campaign should be sent after you have verbally given your prospect a quote. And your goal is to get a signed or emailed confirmation they approve the quote.

Subject Line: Here’s the quote we discussed
Send: Same day you propose the quote “in person” to your prospect

[CONTACT’S NAME],

Thanks again for reaching out to us. We’re excited at the prospect of helping you [SERVICE YOU PROVIDE].

As discussed, I’ve [ATTACHED OR INCLUDED YOUR QUOTE BELOW] for you to look over. You’ll notice [MENTION A SPECIFIC BENEFIT].

Once you’ve had time to review the quote, and you’re ready to move forward, you’ll need to [DIRECTIONS FOR HOW TO ACCEPT]. Then, when we receive your approval, we can get started right away.

If you have any questions, I can be reached at [BEST CONTACT INFO].

[EMAIL SIGNATURE]

By the way, this quote is good for the next [NUMBER OF DAYS] days. So I’ll need your approval before then if you want to lock in this price.

Pro Tip:

In the “service you provide” try to include a benefit with the description. Something like this:

“...helping you create the ultimate oasis of family fun with one of our signature pools.”

Pro Tip:

You have several options for how to deliver the quote. In the “attached or included your quote below” section, be sure to describe how the quote is being delivered or include it directly in the body of the email.

Pro Tip:

The “mention a specific benefit” is your last chance to “sell” the person before they make up their mind. Use this space to talk about a “discount” or “add-on” that you’re throwing in to sweeten the deal. If you don’t have anything like that, delete that sentence. Here’s an example of what this might say:

“You’ll notice I gave you that 20% off discount we discussed and I’m going to pay your sales tax for you.”

Email 1: Version 3

(Quote is Emailed - Verbal Acceptance is Wanted)

Note: This campaign starts with you emailing your prospect a quote. And your goal is to get a verbal confirmation they approve the quote.

Subject Line: Here’s the quote you requested
Send: Immediately

[CONTACT’S NAME],

Thanks for reaching out and requesting a quote from us. We’re excited at the prospect of helping you [SERVICE YOU PROVIDE].

I’ve gone over the information you provided. And, based on your specific situation, I’ve come up with a quote that should meet your approval. The quote is [ATTACHED OR INCLUDED BELOW] for you to review.

You’ll notice [MENTION A SPECIFIC BENEFIT].

Once you’ve had time to look things over, and you’re ready to move forward, all you need to do is give us a quick call. Verbal acceptance is all we need. And we can get started right away. Our best contact number is [PHONE NUMBER].

If you have any questions, I can be reached at [BEST CONTACT INFO].

[EMAIL SIGNATURE]

By the way, this quote is good for the next [NUMBER OF DAYS] days. So I’ll need your approval before then if you want to lock in this price.

Pro Tip:

In the “service you provide” try to include a benefit with the description. Something like this:

“...helping you create the ultimate oasis of family fun with one of our signature pools.”

Pro Tip:

You have several options for how to deliver the quote. In the “attached or included your quote below” section, be sure to describe how the quote is being delivered or include it directly in the body of the email.

Pro Tip:

The “mention a specific benefit” is your last chance to “sell” the person before they make up their mind. Use this space to talk about a “discount” or “add-on” that you’re throwing in to sweeten the deal. If you don’t have anything like that, delete that sentence. Here’s an example of what this might say:

“You’ll notice I gave you that 20% off discount we discussed and I’m going to pay your sales tax for you.”

Email 1: Version 4

(Quote is Emailed & Physical (Signed or Emailed) Acceptance is Wanted)

Note: This campaign starts with you emailing your prospect a quote. And your goal is to get a signed or emailed confirmation that they approve the quote.

Subject Line: Here’s the quote you requested
Send: Immediately

[CONTACT’S NAME],

Thanks for reaching out and requesting a quote from us. We’re excited at the prospect of helping you [SERVICE YOU PROVIDE].

I’ve gone over the information you provided. And, based on your specific situation, I’ve come up with a quote that should meet your approval. The quote is [ATTACHED OR INCLUDED BELOW] for you to review.

You’ll notice [MENTION A SPECIFIC BENEFIT].

Once you’ve had time to look things over, and you’re ready to move forward, you’ll need to [DIRECTIONS FOR HOW TO ACCEPT]. Then, when we receive your approval, we can get started right away.

If you have any questions, I can be reached at [BEST CONTACT INFO].

[EMAIL SIGNATURE]

By the way, this quote is good for the next [NUMBER OF DAYS] days. So I’ll need your approval before then if you want to lock in this price.

Pro Tip:

In the “service you provide” try to include a benefit with the description. Something like this:

“...helping you create the ultimate oasis of family fun with one of our signature pools.”

Pro Tip:

You have several options for how to deliver the quote. In the “attached or included your quote below” section, be sure to describe how the quote is being delivered or include it directly in the body of the email.

Pro Tip:

The “mention a specific benefit” is your last chance to “sell” the person before they make up their mind. Use this space to talk about a “discount” or “add-on” that you’re throwing in to sweeten the deal. If you don’t have anything like that, delete that sentence. Here’s an example of what this might say:

“You’ll notice I gave you that 20% off discount we discussed and I’m going to pay your sales tax for you.”

Email 2: Received Your Approval - Next Steps

Subject Line: We’re getting started - what you can expect
Send: ONLY send to those who receive the proposal and get back in touch to accept - send same day of acceptance

[CONTACT’S NAME],

Have I mentioned how excited we are to get started on [SERVICE OR PRODUCT YOU PROVIDE]?

We’re really looking forward to this and want to make sure you have the best possible experience. To ensure everything goes as planned, here are a few need-to-know details:

  • [DETAIL #1 - DATE OF SERVICE OR EXPECTED START DATE]
  • [DETAIL #2]
  • [DETAIL #3]

If you ever have any questions or thoughts you’d like to share with us, the best way to reach us is [BEST CONTACT INFO].

Again, thank you for giving us this chance to work with you. We’re looking forward to it!

[EMAIL SIGNATURE]

Pro Tip:

The first “detail” should definitely be the date you plan to do the work or the date you expect to get started if it’s a long-term project.

Pro Tip:

Your other details might include: what inconvenience they might experience, access you might need, how long it will take to complete, who might be in touch with them during the project, etc. It might look something like this:

  • Your cleaning service is scheduled for Sunday April 17th between 9:00 am and 12:00 pm.
  • If you won’t be home, please call our offices to let us know how to get into your house.
  • Please keep all pets tied up or in an area our crew won’t be cleaning.

Here’s another example:

  • Sherie, our appointment coordinator, will be getting in touch with you to schedule your first call.
  • The majority of our projects take about a month to complete.
  • Before our first call, it would be great if you could send over your current marketing pieces including blog posts, emails, landing page, etc.

Email 3: Sorry We Couldn’t Help - Keep in Touch

Subject Line: We’d like stay in touch
Send: ONLY send to those who receive the proposal and get back in touch to decline - send same day as decline

[CONTACT’S NAME],

We’re sorry we won’t get the chance to work with you on your [PRODUCT OR SERVICE YOU PROVIDE] right now. Maybe we’ll get the opportunity to do so later on down the road.

In the meantime, we’d like to stay in touch. We consider you an important part of our community - and plan to continue sending you:

  • [TYPE OF CONTENT YOU SEND]
  • [TYPE OF CONTENT YOU SEND]
  • [TYPE OF CONTENT YOU SEND]

And please feel free to reach out to us with thoughts, questions, or concerns. The best way to contact us is [BEST CONTACT INFO].

Thanks again for your feedback and I hope we connect again very soon,
[EMAIL SIGNATURE]

Pro Tip:

The “product or service you provide” is a space that can still be used to make the prospect second guess their decision. Try wrapping an implied benefit into the description. Something like:

“...you on your exclusive, family-designed, swimming pool.”

Pro Tip:

The “types of content you send” might include: educational emails, links to articles, special offers, invites to events, ebooks, etc. It might look something like this:

  • Educational emails about new excavation processes
  • Invites to our “Builders Of America” podcast series
  • Free reports and ebooks on land development techniques
  • And much more!

Email 4: Haven’t Heard From You

Subject Line: Did you get the proposal?
Send: Send to those who don’t respond within 2 days of receiving email 1 and don’t get back in touch

[CONTACT’S NAME],

Two days ago, I sent you the proposal for your [PRODUCT OR SERVICE YOU PROVIDE]. But we haven’t heard from you. So I wanted to make sure you actually received it.

I’m [ATTACHING IT OR INCLUDING IT AT THE BOTTOM OF THIS EMAIL] again, in case you never got it.

Once you’ve had a chance to look it over, all you need to do is [DIRECTIONS FOR ACCEPTING]. With your approval, we can get started right away.

Please let me know if you have any questions. You can reach me at [BEST CONTACT INFO].

I’m looking forward to hearing from you.

[EMAIL SIGNATURE]

By the way, this quote is only good for the next [NUMBER OF DAYS] days. So I’ll need your approval before then if you want to lock in this price.

Pro Tip:

In the “product or service you provide” you could remind the prospect of any special offers you’ve wrapped into the quote. For example:

“...proposal for your Rebranded Website (at 20% off our normal rates).”

Email 5: Still Haven’t Heard From You

Subject Line: Were you planning to accept the quote?
Send: Send to those who don’t respond within 2 days of receiving email 4

[CONTACT’S NAME],

It’s been a few days since you first received a quote from us on your [PRODUCT OR SERVICE YOU PROVIDE]. But we haven’t heard from you yet.

Did you get a chance to look it? Are you planning on moving forward?

If so, you really need to [METHOD FOR ACCEPTING]. We’d like to get you scheduled soon. Plus, the quote I sent over is only valid for another 2 days.

Either way, can you please let us know so we don’t hold your spot?

You can always reach me at [BEST CONTACT INFO].

[EMAIL SIGNATURE]

Pro Tip:

If you have text messaging capabilities, you may want to consider sending a message to those who don’t respond to your emails.