Estimate Chasing Scripts: What to Say on the Phone and in Email
Freeze up when you ring a customer about a quote? Here are short estimate follow up phone scripts and email lines for the first chase, the still-deciding call, and the deadline nudge.
Read the guide →Estimate Follow Up for Installers and Field Sales on QuickBooks
Quoted a kitchen, window or solar job in the customer's home and heard nothing? Here is how installers and field sales reps on QuickBooks lock in the job first.
Read more →How Many Times Should You Follow Up on an Estimate?
One nudge is rarely enough, and ten is too many. Here is how many times to follow up on an estimate, the ideal cadence, and exactly when to stop chasing.
Read more →5 Estimate Follow Up Email Templates That Actually Get Replies
Five copy-and-paste follow up email templates for QuickBooks estimates: the first nudge, the second reminder, the final chase, still interested, and the deposit reminder.
Read more →Proposal Follow Up for Agencies and Consultants on QuickBooks
Sent a beautiful proposal and heard nothing back? Here is how agencies, consultants and freelancers on QuickBooks follow up automatically without the awkwardness.
Read more →Estimate Follow Up for Builders and Trades on QuickBooks
On the tools all day, chasing quotes at night? Here is how builders, sparks, plumbers and joiners on QuickBooks recover lost work with automated estimate follow up.
Read more →Take a Deposit the Moment an Estimate Is Accepted
The best time to collect a deposit is the second a customer says yes. Here is how to take a percentage on estimate acceptance, straight into your own Stripe.
Read more →How to Automatically Follow Up Every QuickBooks Estimate
Set a cadence once and let every QuickBooks estimate chase itself until it is accepted, declined, or expired. Here is how automated follow up sequences work.
Read more →QuickBooks Chases Your Invoices, But Never Your Estimates
QuickBooks Online chases every unpaid invoice on autopilot, yet leaves your unaccepted estimates to go cold. Here is the revenue leak hiding in plain sight.
Read more →Stop losing estimates to silence.
Quote Nudge QB chases every QuickBooks estimate automatically, lets customers accept & sign online, and collects a deposit on the spot. £16.79/mo after a free 14-day trial — no card required.
Start your free trial