Most lost deals were just forgotten

You send a quote on a Wednesday. The client gets busy with something else, and a few weeks pass. Usually the client's silence is unintentional. After a polite reminder, the client often replies.

The basic sequence

For most quotes, you can use this schedule:

  • Day 0: send the quote, with a clear validity date and next step.
  • Days 3 to 4: a short, friendly check-in: "Just confirming you received the quote, happy to answer any questions."
  • Day 10: a slightly firmer follow-up. Ask if the client has any concerns or wants to plan the work.
  • Day 21: a final note: "I will assume the timing is off for now and close the file, but happy to revisit later."

Each follow-up should add something

Clients soon get tired of messages like "Just bumping this up". Put something useful in each message, such as a question, a relevant idea or a short piece of information. Clients then see your follow-up as help.

The last message often gets a reply

Clients often reply to the final "I will close the file" message, and some of them want to discuss the quote again. Once you have sent it, you can stop thinking about the quote.

Keep the tone friendly

Give the client time to decide, and keep your messages free of pressure and judgement.

Track what you sent and when

Keep a list of open quotes and follow-up dates in a spreadsheet or a customer relationship management system (CRM). You then remember every follow-up and avoid sending too many messages. If you follow up on every quote in this way, you win more deals.

Related questions

You can also read Cold Outreach That Respectfully Works, Writing a Quote That Gets Accepted and Using Discounts and Packages Wisely.