CONTRACTOR ESTIMATE FOLLOW-UP SEQUENCE
Contractor Ops Guide
https://contractoropsguide.com/templates/contractor-follow-up-email-templates/

Use this sequence only when the customer has not replied. Stop immediately after a response or opt-out.

SAME DAY: ESTIMATE COVER EMAIL
Subject: Your [project type] estimate from [Company Name]

Hi [First Name],

Thanks for meeting with me about your [project type]. I attached the estimate covering [brief scope]. If anything is unclear, reply here and I will walk through it with you.

When you are ready, the next step is [approve online / choose an option / schedule a call].

Thanks,
[Name]
[Company]
[Phone]

DAY 2: RECEIPT CHECK
Subject: Quick follow-up on your [project type] estimate

Hi [First Name],

I wanted to make sure you received the estimate for [project]. Do you have any questions about the scope, options, or timing?

You can reply here or call/text me at [phone].

Thanks,
[Name]

DAY 5: SCOPE OR OPTION FOLLOW-UP
Subject: Questions about the [project type] options?

Hi [First Name],

I am checking in on the [project] estimate. If the scope or total does not fit what you had in mind, I can explain the options and help separate must-have work from optional work. I will not change the scope without your approval.

Would a short call on [day/time option] be useful?

Thanks,
[Name]

DAY 10: CLOSE THE LOOP
Subject: Closing the loop on your [project type] estimate

Hi [First Name],

I have not heard back, so I will close the active follow-up on this estimate for now. If you want to revisit the project later, reply to this email and I will confirm current scope, pricing, and availability.

Thanks for considering [Company Name].

[Name]

SMS: RECEIPT CHECK
Hi [First Name], this is [Name] from [Company]. Just checking that you received the [project] estimate. Happy to answer questions about scope or timing. Reply here or call [phone].

VOICEMAIL
Hi [First Name], this is [Name] from [Company] calling about the [project] estimate. I wanted to make sure you received it and see whether you have any questions. You can call or text me at [phone]. Thanks.

COMPLIANCE CHECK
- Use email or text only when appropriate for the customer relationship and applicable law.
- Honor STOP and other opt-out requests immediately.
- Do not invent scarcity, deadlines, discounts, or availability.
- Keep a record of consent and communication preferences.
- Confirm current scope, pricing, and availability before reopening an old estimate.