Free, customisable quote follow-up email designed specifically for Australian professional services businesses. Copy, customise, and automate - built by Harvard-educated experts.
Setup Time
5 minutes
Complexity
simple
Tools
HubSpot, Pipedrive, Xero
Copy this template and customise it for your business.
# Quote Follow-Up Email - Professional Services ## Purpose Send 3-5 days after delivering a quote to move the deal forward and address any concerns the prospect may have. ## When to Use A strategic follow-up email for outstanding quotes that addresses common objections and creates urgency without pressure. ## Instructions 1. Review the template below and familiarise yourself with the structure 2. Replace all [bracketed placeholders] with your professional services business details 3. Customise the tone and formatting to match your brand 4. Save in your preferred tool (HubSpot or Pipedrive) --- Subject: Checking in on your quote - [Quote Reference / Project Name] Hi [Client Name], I wanted to follow up on the quote I sent through on [Date] for [Brief Project Description]. I hope you have had a chance to review the details. **Quick recap of what is included:** - [Scope Item 1] - [Scope Item 2] - [Scope Item 3] - Total: $[Amount] (inc. GST) I know that choosing the right provider for this kind of work is important, so I wanted to address a couple of things clients often ask about: **Timeline:** If we get the go-ahead by [Date], we can have the work completed by [Estimated Completion Date]. Our current availability is [e.g. "good, with a two-week lead time"], but that may change as we book in other projects. **Flexibility:** If the scope or budget does not quite match your needs, I am happy to discuss adjustments. We can often tailor the approach to fit different budgets without compromising on quality. **What happens next:** Once you are ready to proceed, simply reply to this email or sign the quote online at [Quote Link]. We will then send through a confirmation and schedule the kick-off. If you have decided to go in a different direction, I completely understand. I would appreciate a quick note so I can close off the quote on our end. Happy to chat if you have any questions at all. Kind regards, [Your Name] [Your Title] [Company Name] [Phone Number] --- **Complexity:** simple | **Setup time:** 5 minutes | **Tools:** HubSpot, Pipedrive, Xero Note: This template has been tailored for professional services businesses in Australia. Adjust terminology and compliance references to match your specific context.
Follow these steps to get the most out of this template.
Customise the placeholder fields (marked in [brackets]) with your professional services specific business details
Review each section to ensure it matches your brand voice and requirements
Train your professional services team on when and how to use this template in their daily workflow
Save the customised version as a reusable template in your document management system
Schedule a quarterly review to update the template based on feedback and changing requirements
Make this template your own with these recommendations.
Create multiple versions for different customer segments or use cases
Add industry-specific terminology and compliance language relevant to your professional services sector
Adjust the tone and language to match your brand guidelines and audience expectations
Remove any sections of the quote follow-up email that do not apply to your specific use case
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