Operational Field Guide
How to build a quote follow-up system
Open quotes rotting in WhatsApp are revenue sitting still. A follow-up system is a log plus a nudge, not a sales methodology course.
Capture the quote request the same way every time
Form or structured WhatsApp intake with job type, postcode, and urgency. Free-form chat alone is where quotes disappear.
Track status in one place
New, quoted, waiting, won, lost. Anyone covering the phone should see the same list.
Schedule the polite chase
A 48-hour or 5-day reminder with a template message recovers work without sounding like spam.
FAQ
- Does this replace estimating software?
- No. It wraps the conversation around the quote so follow-up is not memory-based.
Next step
Have your own version of this operational problem?
Describe where work stalls, where leads disappear, or what your team has to re-type. You will get a focused diagnostic and written price band, not a sales deck.
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