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ESTIMATE FOLLOW-UP SEQUENCE

3-touch system — Day 1, Day 3, Day 7 — with actual message copy

STRUCTTECH
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Why most estimates die — and how to fix it in 3 touches

82% of contractors never follow up after sending an estimate. That single gap costs the average crew over $2,800/month in lost revenue. The client didn't say no — they got busy, distracted, or started getting quotes elsewhere. This sequence keeps you in front of them without being pushy. Use it verbatim or adapt it. What matters is that you do it consistently, on schedule, every time.

82% no follow-up

$2,800+/mo avg lost

3 touches = 60%+ conversion rate

Client Name

Estimate Sent Date

Estimate Total

Client Phone

Client Email

Job / Scope Summary

DAY

Same-Day Confirmation

Send within 2 hours of delivering the estimate — while it's fresh

Text Email

TEXT MESSAGE Send first — highest open rate

EMAIL Subject line matters — keep it human

✓ Tips for Day 1

Send the text before the email — texts are read first
Don't say "just checking in" — give them a reason (spam, PDF issue)
Mention 2–3 specifics about the quote, not just the price
Keep your phone number visible everywhere — make it easy to call you

DAY

Value-Add Follow-Up

72 hours after estimate delivery — give them a reason to respond

Call Text

PHONE CALL Try the call first — voicemail script below

TEXT — if no call answer Send 1 hour after leaving voicemail

✓ Tips for Day 3

Add a value-add reason to respond: schedule opening, price lock, material lead time
Don't just say "following up" — give them a specific, real piece of information
Calling first signals you're serious; texting after shows you're flexible
Don't ask "did you make a decision?" — ask if they have questions

DAY

Final Nudge / Close the Loop

One week out — either close the deal or release the lead cleanly

Text Email

TEXT — Keep it short. This is your close.

EMAIL — Alternative to text on Day 7

✓ Tips for Day 7

"Last follow-up" language removes pressure and actually gets more responses
Give them a clean way to say no — it closes the loop and they respect you for it
If they say "not right now," reply: "No problem — when would be a better time to reconnect?" Then set a reminder.
After Day 7, move the lead to "follow-up in 30 days" — not dead, just cool

ESTIMATE FOLLOW-UP TRACKER — This Month

Client Name	Estimate $	Sent Date	Day 1 ✓	Day 3 ✓	Day 7 ✓	Status	Next Action

The Rules That Make This Work

Send Day 1 within 2 hours of the estimate. Schedule Day 3 and Day 7 reminders the same day you send the estimate — before you forget. Use the actual copy above; it's tested. Adapt the merge fields [IN BRACKETS] to your specific job.

Stop Doing These Things

Don't say "just following up." Don't send three emails in a row without calling. Don't apologize for reaching out. Don't give up after one touch. And don't forget to log responses — the tracker above is your system.

After Day 7 — What Comes Next

If no response: set a 30-day reminder to re-engage. If they say "not yet": ask when to circle back and put it in your calendar. If they say no: ask why — that data makes your next estimate better.

When They Say Yes — Move Fast

When a lead responds positively, respond within 2 hours with next steps. Confirm start date, deposit, and what they need to provide. Speed at conversion is the difference between a signed deal and "we went with someone else."