5 automations that follow up so you don't have to

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Knowledge Centre

Quotes Chased Automatically

You send a quote. The customer goes quiet. Build Concierge does the chasing for you, politely and on schedule, until you get an answer.

WorkflowsAutomationsPosted: 16/07/2026Read time: 3 mins

No more mental lists of who to follow up. No more quotes lost to silence. No more work going to the competitor who simply asked twice.

The problem

Most quotes aren’t rejected. They’re just never answered.

And in a busy office, following up is the first thing to slip:

  • Someone means to chase it “later this week”, and later never comes
  • The list of quotes to follow up lives in one person’s head
  • The moment things get busy, that list evaporates
  • The customer was ready to say yes, but another contractor followed up first

Silence isn’t a no. It’s usually just a customer who needs a nudge.

What the automation does

The moment a quote goes out, Build Concierge starts watching the clock:

  1. Waits a set number of days (you choose how many, three days is common)
  2. Sends a polite chase email automatically, referencing the original quote
  3. Waits again. Still nothing? It chases again on schedule.
  4. Flags the quote to your team if it stays unanswered, a human can step in at exactly the right moment
  5. Stops the moment the customer replies, updating the quote’s status in your job management system once accepted

Your team only ever touches the quotes that actually need a conversation.

Important

The chase messages are yours. You approve the wording, the tone, and the timing. Customers just see a well-run business that follows up.

What you get

  • Every quote followed up, every time, on a consistent schedule
  • More quotes won, simply because nobody forgot to ask
  • Hours back each week that used to go on remembering, checking, and chasing
  • A clear picture of what’s outstanding, instead of a mental list
  • Follow-up that keeps working on holiday weeks, busy weeks, and sick days

Ways to run it

Every business chases differently, so the automation flexes to match:

Automatic chase sequence

Every quote gets followed up on a schedule you set.

Quotes that used to disappear into inboxes get answered.

Multi-channel chasing

Follow up by text message as well as email, then flag anything still unanswered for a phone call.

Customers reply on whichever channel suits them.

Simple timed follow-up

Chase every quote by email after a set number of days, automatically.

Your office team no longer keeps a follow-up list at all.

Paired with quote acceptance

When the customer says yes, the reply is read automatically, the quote is marked accepted in your job management system, and the job is booked in.

Nobody re-types anything.

What you need

  • Build Concierge connected to your job management system
  • Your quotes sent by email, or logged in your job management system when they go out
  • Your preferred chase schedule and wording

We support you in connecting to your job management system, and we set the chase messages up with you so every follow-up sounds like it came from your team, not a robot.

Getting set up

Step 1: Talk to us.

Tell us how you quote today, how soon you’d like to chase, and how many times.

Step 2: We build it with you.

We set up the chase schedule, write the messages with you, and agree what happens when a quote stays silent.

Step 3: Test it live.

We run it on a handful of real quotes together, check every message reads right, then switch it on.

Most businesses are up and running within days.

Common Questions

No. You set the pace and the number of chases. Two or three polite, well-spaced messages is typical. The moment a customer replies, the chasing stops.

Whatever you want them to. We write them with you so they sound like your business, and each one references the original quote so the customer has everything to hand.

The quote is flagged to your team as needing a human touch, with the full history attached. You decide whether to call, re-quote, or close it off.

The acceptance can be picked up automatically, the quote marked as won in your job management system, and the next step (like booking the job) started without anyone lifting a finger.

Yes. Chases can go by email or SMS, whichever your customers actually respond to.

Count how many quotes you sent last month and how many got no answer at all. Even converting a small share of those silent quotes will support revenue growth.

Ready to stop losing quotes to silence?

Get in touch with the Build Concierge team and we’ll set it up around the way you work.

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