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Quote Follow Up Templates for Contractors
Filled example inside (made-up numbers): a contractor who sent 40 quotes and won 10 never chased 18 of them, and the check shows $7,560.00 of profit left on the table every month ($90,720.00 a year). Many follow-up template sets stop at 3 to 5 emails; this one adds replies, a day 2, 6, 13, 30 schedule and a quote log that says who to contact today.
Preview
What's inside
- Quote_Follow_Up_Templates_12_Messages.docx
- Quote_Follow_Up_Templates_Example.xlsx
- Quote_Follow_Up_Templates_blank.xlsx
WHO IT IS FOR
Roofing, HVAC, plumbing, remodeling, landscaping and cleaning contractors who send written quotes that go quiet.
WHAT'S INSIDE
- 12 quote follow up templates (Word): 5 emails, 3 texts, 1 voicemail, 3 replies (price, not yet, went elsewhere) + a filled example
- Quote log (Excel, 60 rows): prints the day 2, 6, 13, 30 dates, the next follow-up date, open quote value and the end of the 3-month inquiry window
- Unanswered quote check: 8 inputs, 11 formulas: profit left per month and year, cost of chasing, break-even close rate (1.43% in the example)
- US calling rules: 8 a.m. to 9 p.m., 3-month inquiry window, up to $500 per call (47 CFR 64.1200, 47 U.S.C. 227(c)(5), read 2026-10-31)
- Filled example workbook + blank workbook
WHAT MAKES IT DIFFERENT
- Many template sets give a few emails and no tracker; this logs every quote and dates the next follow-up.
- It prices the quotes you never chased from your own numbers.
- It dates each quote's 3-month inquiry window, with the rule references.
FORMAT
US Letter, prints on one page width · .docx and .xlsx · Word, Google Docs, Excel, Google Sheets, LibreOffice
HOW TO USE
- Log each quote the day you send it.
- Send the template that the log says is due.
- Mark it Won or Lost.
- Fill-in guide in every file: a “Fill in with AI” chapter with ready-made sentences for an AI chat assistant, matched to the template’s fields
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A template you fill in yourself — not legal or tax advice.