Templates / Quote and estimate follow-up sequence
Quote and estimate follow-up sequence
A polite three-step follow-up for quotes you already sent: day 2 or 3, day 7 and day 14, with no pressure tactics.
Who it is for
Contractors, agencies, cleaners, photographers and other service businesses that send quotes and then lose track of who replied.
How to use it
- Describe the business, the customer, what you quoted and the date you sent it.
- Say whether texting this customer is OK. If not, ignore the SMS lines.
- Review the three messages, then send or schedule them yourself.
- If the customer replies or says no, stop the sequence and use the graceful close instead.
The template
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How this works: the template text is not in this page. It is stored on our server and sent to you after you submit the form. We do not verify your email, so this is a soft gate that runs on trust. Your name and email are saved to the BotPickr email list. See the Privacy Policy.
Your template
Example
An illustrative example written by BotPickr for a fictional business. It is not a real model run, so your own output will differ.
Example input
Example output
Guardrails and human approval
- You send the messages. Do not connect this to an automation that sends without your approval.
- Stop the sequence the moment a customer replies, even to say no.
- Marketing-style emails to people who have not dealt with you have extra legal rules (consent, unsubscribe, physical address in the US). Quotes to existing enquiries are different, but check your local rules.
- Only text customers who have agreed to be texted.
These are practical notes, not legal advice. Templates are provided as is. See section 4 of the Terms.
Works with
- ChatGPT, Claude, Grok: Paste it as your message, then add your own details where the [BRACKETS] are.
- Custom GPTs, Claude Projects, Grok or other assistant projects: Paste it into the instructions or project instructions field if you want to reuse it. Check that your plan includes that feature.
- n8n, Zapier, Make and other automation tools: Use it as the system message or prompt of an AI step. Keep a person approving anything that gets sent or posted.
We have not benchmarked output quality across models. Output varies by model and by what you paste in, so read it before you use it.
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