Quote follow-up message templates
Follow up on a quote once, a few days after sending it, with a short message that makes it easy to say yes, ask a question or say no. Stop after that unless they reply.
When to use it
Use these for people who asked you for a quote and have not replied. They asked, so a follow-up is welcome, but more than one starts to feel like pressure.
Three to five working days after the quote is a good default. For urgent jobs, the next day is fine.
Make a “no” easy. People who feel they can decline freely are more likely to answer at all, and a clear no lets you plan your diary.
8 templates to copy
Copy a template, replace the words in square brackets, and read it once before you send it. Change anything that does not sound like you, because customers answer messages that sound like a real person who knows them.
1. Friendly check-in · WhatsApp · Friendly
Hi [name], just checking you got the quote for [job] I sent on [day]. Happy to answer any questions or adjust anything. Would you like to go ahead?2. Easy yes or no · WhatsApp · Short
Hi [name], are you still thinking about the [job]? A quick yes, no or not yet is perfect, so I know whether to hold [date] for you.3. Diary filling up · WhatsApp · Honest
Hi [name], I have a gap on [date] that would suit your [job]. If you would like it, let me know by [day] and I will book you in. No problem if the timing is not right.4. LinkedIn proposal follow-up · LinkedIn · Professional
Hi [name], following up on the proposal for [project]. Is there anything you would like me to change or explain? Happy to have a quick call if it helps.5. Messenger follow-up · Messenger · Friendly
Hi [name], just following up on the quote for [job]. Any questions at all, just ask here.6. Email follow-up · Email · Professional
Subject: Re: Your quote for [job]
Hi [name],
I wanted to check that my quote for [job] reached you and see if you had any questions.
If you would like to go ahead, reply and I will confirm a date. If you have decided against it, a quick note is perfectly fine too.
Best wishes,
[your name]
[business]7. Adjusted quote · Any channel · Helpful
Hi [name], if the quote was more than you expected, I could do [smaller scope] for [lower price]. Would that be more useful?8. Closing the loop · Any channel · Warm
Thanks for letting me know, [name]. If anything changes, you know where I am. All the best with the [project].What to avoid
- Following up more than once without a reply.
- Following up with people who never asked for a quote.
- Guilt-tripping messages such as “I have been waiting to hear from you”.
- Fake deadlines. Only mention a date if it is real.
- Re-sending the whole quote. Refer to it and offer to resend if needed.
Give this to your AI agent
Paste this into your AI agent’s instructions and replace the words in square brackets. Your agent then follows the same rules every time. What else to tell your AI agent.
If a customer we sent a quote to has not replied after [number] working days, send one short follow-up in the same chat asking if they have questions or would like to go ahead, and make it easy to say no. If they still do not reply, do not follow up again. Never follow up with anyone who did not ask for a quote, and stop at once if they say no or stop.Channel rules that apply
- WhatsApp. WhatsApp restricts automation and bulk sending on ordinary and Business app numbers, so treat automated sending as a risk you manage rather than one you remove. Reply in chats customers started, and never broadcast these messages to a list. Spaces keeps a connected number to at most 200 messages and 10 new chats a day, and a newly connected number warms up over four weeks. WhatsApp limits
- Messenger. Like Instagram, Messenger limits messages to people who have not replied, so replies in existing chats work best. Keep to people who wrote to your Page first. Messenger limits
- LinkedIn. A normal message goes to a 1st-degree connection. Anyone else needs a connection request or an InMail. Use these with clients and contacts who already know you. LinkedIn limits
- Email. A new chat here is a new email thread. Replies on a thread someone started are not held back by the warm-up. Spaces sends one email at a time to one person, never bulk email. Email limits
Spaces lowers the risk of a restricted account with enforced limits, warm-up and pacing, but no tool can guarantee a platform will not act on an account. How Spaces keeps accounts safe.
FAQ
How long should I wait to follow up on a quote?
Three to five working days is a good default. For urgent jobs, the next day is fine.
How many times should I follow up?
Once. If they do not reply, leave it. A second chase rarely helps and can feel like pressure.
Can my AI agent follow up automatically?
Yes. Spaces workflows, listed on the Pro, Team and Agency plans, send follow-ups to people who know you and stop as soon as the person replies, inside each account’s sending limits.
Can I send this quote follow-up message to all my customers at once?
No. Send each message to one person who contacted you, booked or bought from you. Bulk messages on WhatsApp, Instagram or Messenger are one of the quickest ways to get an account restricted, and Spaces refuses the same cold message sent to many people. A message written for one conversation also gets far better replies.
Can my AI agent use these templates for me?
Yes. Connect your accounts to Spaces and your AI agent can read each chat and reply in your words, using the note on this page as a guide. A scheduled message or a routine can also send a set reply at a time or on a trigger; routines send the exact words you give them and are not an AI. You can turn on approvals so nothing goes out until you say yes, and every message stays inside the account’s sending limits.
Let your AI agent answer for you
Spaces connects your own WhatsApp, Instagram, LinkedIn, Messenger, X and email accounts to the AI agent you already use, so it can reply in your words and keep every account inside safe sending limits. No card needed to start a trial.
Related
More enquiries and sales templates: Price enquiry reply, Welcome message, “Is this still available?” reply, Discount request reply, Missed call follow-up. All message templates.