CONTRACTOR ESTIMATE FOLLOW-UP TEMPLATES

Template 1: 24-hour follow-up
Subject: Quick follow-up on your [service] estimate

Hi [First Name],
Thanks again for your time yesterday. I wanted to make sure you received the estimate for [service/project].

If you'd like, I can walk you through options and timeline so you can choose the best fit for your budget and goals.

Would [Day/Time Option 1] or [Day/Time Option 2] work for a quick 10-minute call?

- [Your Name]
[Company]
[Phone]

Template 2: 3-day value follow-up
Subject: [Project Name] - timeline and next step options

Hi [First Name],
I know you are comparing options, so here is a quick summary:
- Scope: [summary]
- Target timeline: [timeline]
- Investment: [amount/range]
- Warranty/coverage: [summary]

If you want, I can also break this into phased options to fit your timing.

Reply "review" and I will send the phased version.

- [Your Name]

Template 3: Final touch follow-up (7-10 days)
Subject: Should I keep this estimate open?

Hi [First Name],
Just checking in one last time on the estimate for [service/project].

If this is not a priority right now, no problem. I can mark it as paused and follow up when timing is better.

If you still want to move forward, reply with your preferred start window and I will hold a slot for your project.

- [Your Name]

Template 4: Lost-to-won reactivation (30+ days)
Subject: Revisit your [service] project?

Hi [First Name],
We recently opened new schedule capacity for [month]. If your [project type] is still on your list, I can provide an updated timeline and options.

Would you like a refreshed estimate based on current pricing and availability?

- [Your Name]