Follow up on an unsold estimate
Never paste: Customer addresses, phone numbers or emails, financing applications or credit info, card numbers, gate/lockbox codes, or photos of the inside of someone's home showing family or personal items.
When to use it
2 to 5 days after the consultation if they didn’t decide.
The prompt
Copy this, then replace everything in [brackets].
Write a short follow-up text and email.
Homeowner first name: [name]
Options presented: [good/better/best with prices]
What they said: [think about it, getting other quotes, spouse]
Anything new: [rebate deadline, install opening next week]
Friendly, helpful, one easy next step. No fake urgency.Before / after
Before: Estimate forgotten; competitor gets the job.
After (example output):
Hi Linda, it’s Chris from [Company]. Hope the house is cooler today. Any questions on the three options? We have an install opening next Thursday if you’d like it before the heat wave. Happy to walk through it again by phone.
Tips
- Two follow-ups, then a check-in in 30 days.
- Use your price book and real equipment data. The AI doesn’t know your prices or what’s in stock.
- Present, don’t push. The homeowner decides.
- Review every draft before you send it. You’re accountable for what goes out.