Quote follow-up
90-Day Lost Quote Recovery
Every stalled quote from the last 12 months, followed up properly, in your voice. No orders, no fee.
- Length
- 90 daysEvery follow-up sent within 14.
- Touches
- Three per quoteAn email, a LinkedIn message and a phone script.
- Fee
- 10% of gross profitOn recovered orders, for the first three clients, then 20%. Not VAT registered
- If nothing comes back
- No feeNo orders from the list, nothing to pay.
01 · How it works
Everything sent in 14 days
- Day 1The list is frozenEvery quote from the last 12 months with no decision, on one list.
- Day 2Three touches per quote, in your voiceAn email, a LinkedIn message and a phone script, written for each quote.
- Day 7You approveWithin 3 working days. Change anything you like.
- Day 14All sentReplies go straight to you or your sales contact, the same day.
- To day 90Every order tracedEach order linked to its quote number, with a report at day 90.
02 · The tracker
Every quote, every touch, every order
The quote recovery tracker, five rows of it
Example data, made up for this page. Your tracker holds your quote numbers.
| Quote | Customer type | Quoted | Touches | Status | Order | Gross profit |
|---|---|---|---|---|---|---|
| Q-2311 | Commercial fit-out client | £46,200 | 3 of 3 | Order placed | PO 88412 | £13,860 |
| Q-2318 | Care home group | £18,750 | 2 of 3 | Revised spec asked for | None yet | None yet |
| Q-2326 | School estates team | £9,400 | 3 of 3 | Lost on price | None | None |
| Q-2334 | Property developer | £31,000 | 1 of 3 | Reply passed to you | None yet | None yet |
| Q-2341 | Facilities manager, logistics site | £22,500 | 3 of 3 | No decision yet | None yet | None yet |
| Recovered gross profit so far, and the fee at 10% | £13,860, fee £1,386 | |||||
03 · What you do
Three things from you
- 1Send the quote listWithin 5 working days.
- 2Approve the follow-upsWithin 3 working days.
- 3Answer the repliesWithin 1 working day.
04 · The fee
A share of what comes back
For the first three clients, the fee is 10% of the gross profit on orders from the frozen list placed within 90 days. After that it's 20%. Not VAT registered
Gross profit, not order value: a £30,000 order that makes you £9,000 means £900 to us at 10%. No orders, nothing to pay.
05 · Questions
Before you send the list
Which quotes go on the list?
Every quote from the last 12 months that never got a decision, frozen on day 1. If there are quotes you'd rather leave alone, they come off the list before anything is sent.
Who sends the follow-ups?
They go out in your voice, and you approve every one before it is sent. Replies go straight to whoever handles sales at your firm, the same day.
How do you know an order came from the follow-up?
Every order is traced to its quote number in your own accounts. If the quote is on the frozen list and the order lands within 90 days, it counts. That is agreed in writing before day 1, so there is nothing to argue about later.
Why gross profit and not order value?
Because gross profit is what the order is worth to you. A share of order value would pay us for the cost of your materials.
06 · Free kit
The Quote Follow-Up Kit
Rather do it yourself? Three emails for day 3, 7 and 14, and a tracker. Free, by email.
- Day 3Did it land, and is anything missing?An easy reason to reply.
- Day 7Something usefulA delivery slot, a cheaper option, or a question about the job.
- Day 14A straight questionStill live, gone elsewhere, or on hold?
- TrackerEvery open quote in one placeA spreadsheet: quote, value, dates, reply and outcome.
The day 3 email, in full
Subject: Quote [number] for [job]: anything to check?
Hi [first name],
I sent our quote for [the job] on [date]. Is there anything in it you'd like me to go through, or anything missing?
If it helps, I can call for ten minutes this week.
[Your name]
The other two emails and the tracker come in the kit.