Job 10 of 16 · Outline

Follow up a quote without pestering the customer

The problem

Many quotes go quiet rather than being refused. A gentle message after a day, three days and a week, ready to send, can win back jobs you'd otherwise lose to silence.

What AI does

AI drafts a short series of friendly follow-up messages for quotes that have gone quiet, in your tone, ready to save as templates.

Time

Time: About 15 minutes once, then 1 minute per quoteTools: ChatGPT, Gemini

The steps, in short

  1. Pick how many follow-ups you send and when.
  2. Decide what each message adds, so none just repeats the last.
  3. Have AI draft the series and save it as templates.
  4. Personalise and send each one yourself, then close the quote off.

A short sample prompt

Write [number] short, polite follow-up messages for a tree work quote that has had no reply, to send at [timings]. Each should add something new, never pressure the customer, and end with an easy way to say no.

In the full playbook

  • 5 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (3 points)
  • UK notes with official sources
The full playbook

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