I build AI workflow automation for pest control and other home service businesses.

How to follow up on quotes automatically.

I build AI workflow automation for pest control and other home service businesses.

Short answer

Send a polite reminder on a schedule after the quote goes out, make it easy to reply or book, and stop as soon as the customer answers.

Why quotes go quiet

Customers get busy, compare prices, or forget. Staff are busy and do not follow up. A quote with no follow-up is often a lost job.

A simple schedule

  1. Same day: confirm the quote was received.

  2. Day 2: ask if they have questions.

  3. Day 5: share what happens next and offer to book.

  4. Day 10: a final, friendly check-in.

  5. Then stop.

What each message should include

  • The customer’s name and the service quoted.

  • One clear next step, such as a reply or a booking link.

  • A way to say no, so the customer does not feel pressured.

Rules that keep it respectful

  • Stop the sequence the moment the customer replies or books.

  • Do not send more than the schedule you set.

  • Let a person handle objections about price or scope.

Example (made-up assumptions, not real results)

If you send 30 quotes per month at an average of $400, and automatic follow-up recovers 3 more jobs per month, that is $1,200 per month. Replace these numbers with your own.

What to measure

Quotes sent, quotes accepted, days to decision, and how many accepted after a reminder.

Catherene Baker. I build AI workflow automation for pest control and other home service businesses.