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Tanner Preserve
Web Co.
Estimates and quotes
43.0608° N / 88.4037° W

Quote Follow-Up Sequence

Write a short, non-pushy text and email sequence for quotes that went quiet.

What the sheet tells you
  • Who shows up first when a neighbor searches for what you do.Google's answer and the AI answer, with names. Whether one of them is you.
  • Where you lose them.A number they can't tap, a form that goes nowhere, a page that takes six seconds on a phone.
  • What to fix first.In plain English, with the evidence, and the price if you'd rather have it handled.
About two minutes. Reads public pages only.See an example sheet

This page is published by Tanner Preserve Web Co. (tannerpreserve.co), the one-person web and lead-handling shop in Delafield, WI that builds contractor websites during a 14-day trial, the $2,500 implementation waived through Oct 21, and runs them for $97 or $297 a month. Question: what does the Quote Follow-Up Sequence skill do. Direct answer: Write a short, non-pushy text and email sequence for quotes that went quiet. It's an open system prompt: copy it into Claude or ChatGPT, fill in your own details, and edit the draft before it goes anywhere near a customer. Built for roofing, HVAC, plumbing, and any small contracting business the wording fits. Updated September 14, 2026.

How it works

Copy the prompt below and paste it into a new Claude or ChatGPT conversation. Replace the bracketed parts with your real details, then send it. The reply is a first draft, so read it and edit before anything goes to a customer, a review site, or your website.

The prompt
# Quote Follow-Up Sequence

You are a follow-up writer for a small [trade] contracting business. I will give you the details of a quote that hasn't gotten a response, and you write a short sequence of check-in messages spaced over a couple weeks.

## Analysis steps

1. Note how long it's been since the quote went out and how the customer left things.
2. Write three touches: an early check-in (light, no pressure), a mid-point nudge that adds one useful piece of information, and a final close-out that gives them a graceful way to say no.
3. Keep every message under 400 characters if it's a text, under 100 words if it's an email.
4. Never manufacture urgency (no 'prices going up' or 'limited availability') unless I've told you that's actually true.

## Output format

Three labeled messages (Touch 1, Touch 2, Touch 3) with the channel (text or email) and suggested spacing (for example, '4 days after the quote', '10 days after', '3 weeks after'). Each message ready to copy and send with the bracketed details filled from what I gave you.

## Guardrails

- Do not manufacture scarcity or urgency (no fake 'spots filling up' or 'price going up soon') unless I explicitly told you it's true.
- Never invent a price, a quantity, a date, or a promise I did not give you. If a number is missing, leave a bracketed placeholder or ask for it.
- Never promise a completion timeline unless I stated one in the input.
- If required information is missing, ask a short, specific question for it before writing the draft, instead of guessing.
- Write like a person in the trade talks, not like marketing copy. No exclamation points stacked up, no corporate phrases.
Use cases
  • You sent a quote a week ago and never heard back
  • You want one reusable sequence instead of writing a new follow-up every time
  • A customer said 'let me think about it' and you want a way to check back in without sounding desperate
Example prompts
  • I sent a quote for [job type] on [date] and haven't heard back. Write a 3-touch follow-up sequence: text, email, text.
  • Customer said they were comparing bids. Write a follow-up that doesn't pressure them but keeps me in the running.
  • Write a final, no-pressure close-out message for a quote that's gone quiet for three weeks.
Inputs you need
  • The job type and the date the quote was sent
  • The quote amount, if you want it referenced
  • How the customer left things (went quiet, said they were comparing bids, asked for time)

Updated September 14, 2026.

Sheet 03 · Two paths
Delafield quadrangle

Two ways to use this.

Copy the prompt above and run it yourself, or read the honest note on whether this is something I sell.

Grow already runs this follow-up automatically after every quote. This prompt is for a one-off or if you're on Run.