#5 most asked· 3× cited on Reddit· Quoting & sales follow-up
Win the jobs you're losing in the follow-up
A quote goes out, the customer goes quiet, and the chase never happens. This sequence sends the day 2, 4 and 7 nudges for you and stops the moment they reply.
By Daniel Hall · Automation builder at Made 4 Tradies
When you send a quote, the customer is automatically followed up by SMS and email on a 2/4/7-day cadence. The day 2 message is a gentle check-in, day 4 adds a reason to act, and day 7 is a clear last nudge with a one-word reply to accept. The instant they reply, accept, or pay, the sequence switches off, so nobody gets a reminder after they've already said yes. You set it once and never have to remember to chase a quote again.
See it in action
The flow, end to end
The follow-up that actually goes out
The sequence, set once
SMS + email on a 2 / 4 / 7-day cadence
- 2Day 2 — gentle check-in. “Did the quote land OK? Happy to talk it through.”
- 4Day 4 — add urgency. Offer to pencil in a date before the calendar fills.
- 7Day 7 — last nudge. A clear deadline and a one-word reply to accept.
Stops the second they act
The moment Sarah replies, accepts, or pays, the chase switches off — no awkward “reminder” after she's already said yes. You never have to remember to send a single one.
The chase you'd normally forget
How it works
Trigger → actions → outcome
- 1
Quote goes out
The moment you send a quote from your usual tools, the customer is enrolled in the follow-up sequence and the 7-day clock starts.
- 2
Day 2 — gentle check-in
A friendly SMS and email confirm the quote landed and offer to talk it through or tweak the scope. No pressure, just a nudge while it's fresh.
- 3
Day 4 — give a reason to act
A second touch adds light urgency, offering to pencil in a date before the calendar fills up so the customer has a reason to decide now.
- 4
Day 7 — clear last nudge
A final message sets a deadline and makes saying yes effortless: a one-word reply that triggers the booking link.
- 5
Stops the second they act
As soon as the customer replies, accepts, or pays, the chase turns itself off, so there's no awkward reminder after the job is already won.
What this means for your business
The numbers behind it
2 / 4 / 7
Days the nudges go out
A fixed, set-once cadence — adjust the timing to suit your trade
3
Reddit threads asked for this
From r/sales, r/estimators and r/SaaS, where owners wanted quote follow-up automated
0
Reminders to send yourself
The chase you'd normally forget runs on its own and stops itself
Questions
Common questions
- What does the "Auto follow-up on unaccepted quotes" automation do?
- Scheduled SMS + email sequence that nudges the customer 2/4/7 days after a quote goes out if they haven't accepted or replied.
- Why would a tradie business want this?
- Tradies admit they forget to chase, and most of their close rate sits in the follow-up that never went out.
- How many Reddit threads asked for this?
- 3 verified Reddit threads cite this automation, sourced from trade-owner subreddits.
The evidence
3 verified Reddit threads
Every quote is traceable to a real Reddit thread. Click any source to read the original tradies asking for this.
- r/sales
'Best way to follow up (automation?) on quotations' — pro-services firm with 15–30 custom quotes/day seeking free automation.
- r/estimators
'Keep track of quotes / follow ups?' — tiling company managing ~4 weekly quotes.
- r/SaaS
Builder pitch: 'Web App to Automate Payment and Quote Follow-Ups Using AI.'
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