Free, customisable quote follow-up email designed specifically for Australian trades & construction 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 - Trades & Construction ## 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 trades & construction 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 trades & construction businesses in Australia. Adjust terminology and compliance references to match your specific context.
Follow these steps to get the most out of this template.
Copy the quote follow-up email template below and paste it into your trades & construction preferred tool or document
Review each section to ensure it matches your brand voice and requirements
Test the quote follow-up email with a small group or internal team before full rollout
Set up automation triggers to populate dynamic fields automatically using your existing tools
Schedule a quarterly review to update the template based on feedback and changing requirements
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Create multiple versions for different customer segments or use cases
Connect dynamic fields to your CRM or automation platform for auto-population
Add your company logo, colours, and branding elements where indicated
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