Quotation follow-up: the system that wins builders more work
UK contractors lose more work to silence than to price. A homeowner who does not hear from you assumes you are busy, expensive or uninterested — and rings the builder who called back.
Ask any residential contractor what happens after a quotation goes out and you will usually hear the same thing: 'we follow up if we remember'. That is the single most expensive habit in the business. A quotation follow-up system replaces remembering with a schedule, so every priced job gets the same treatment whether it went out on a quiet Tuesday or in the middle of three site starts.
Day 0 — confirm it arrived
Send the quotation and, separately, a short message confirming it has been sent and what is included. It sets the expectation that you will be in touch and gives you a reply to work with. Attach the site visit report if you have one — it reminds the client what you noticed that the other two builders did not.
Day 3 — a question, not a chase
The best second contact asks something useful: whether they want an option priced differently, or whether the programme dates suit. A question invites a reply. 'Just chasing that quote' invites being ignored.
Day 7 — talk about value, not price
By a week in, they are comparing numbers. This is the moment to show what your price buys: the client portal, the written variation process, the snagging sign-off. Homeowners pay a premium for reassurance when they can see it rather than be told about it.
Day 14 — a decision date
Ask directly when they expect to decide, and tell them how long your pricing holds. A soft close protects your margin against material price movement and gets you a straight answer instead of an indefinite maybe.
Day 30 and beyond — the long list
Plenty of extensions are decided six months after the quote. Move unanswered quotations into a nurture list with a diarised check-in each quarter rather than writing them off. Reheated quotations are the cheapest work you will ever win.
Make the system automatic, then measure it
Track quotations issued, quotations chased at least twice, and conversion rate by stage. If the gap between issued and chased is large, the problem is the process rather than the pricing. Automating the reminders — with escalation to a manager when a chase is skipped — closes that gap without adding admin headcount.
The follow-up cadence at a glance
- Day 0: confirm delivery and what is included
- Day 3: ask a specific question about scope or dates
- Day 7: show what the price buys, not just the price
- Day 14: ask for a decision date and state price validity
- Day 30: move to a quarterly nurture check-in
- Escalate to a manager whenever a scheduled chase is missed
Frequently asked questions
How many times should a builder chase a quotation?
At least four contacts in the first month, then a quarterly check-in. Most residential quotations that convert do so after the second or third contact, which is precisely where firms relying on memory tend to stop.
Is chasing a quotation annoying to homeowners?
Chasing is annoying when it carries no information. Contact that adds something — an option priced differently, a programme date, a reference project nearby — is read as professional. The builders homeowners complain about are the ones who never came back.
Should quotation follow-ups be automated?
The reminder should be automated; the message should not be. Have the system schedule and escalate the chase, and let the person who did the site visit write the words. That combination keeps the cadence reliable and the tone human.
Related guides
- Construction CRM for UK builders: what it must do
Most CRMs are built for salespeople selling software, not builders pricing extensions. Here is the shortlist of things a construction CRM must actually handle.
- Variation approvals: how builders get paid for extras
Unwritten extras are where residential margin disappears. Here is how to price, issue and evidence a variation so it is never disputed.
- The construction client portal guide for UK residential builders
A client portal is the cheapest way to look organised, cut chasing calls and win jobs against builders quoting the same number.