AUREX BUSINESS LABS
Open Estimate Follow-up Playbook

A practical sequence and adaptable messages for estimates that have gone quiet. Clear next steps without pressure.

1. Agree on the next conversation
When you deliver the estimate, walk through the scope and ask when it would be helpful to reconnect. Record the agreed date, channel, and team member responsible.
Example message: Thanks for talking through the project. When would be a useful time to check back after you’ve reviewed the estimate?

2. Check understanding
At the agreed time, ask whether the estimate answered their questions. Reference the actual project and make it easy to reply.
Example message: Hi [name], it’s [your name] from [business]. Did the estimate for [project] cover what you needed? Happy to talk through any questions about the scope.

3. Offer a useful next step
If the homeowner wants to continue, find out what still needs clarification. Route technical or scheduling questions to the right person. Never invent availability.
Example message: Would a short scope review help? We can go through [specific question] together and confirm what happens next.

4. Respect a pause
If the timing has changed, ask whether they want to set a later date or close the conversation. Honor opt-outs and avoid having multiple team members contact the same person.
Example message: Has the timing changed for your project? Let us know if you’d like to reconnect later or close this out for now.

5. Record the outcome
Mark the estimate accepted, still open, paused, or closed. Record the next agreed action. Keep an unknown reason separate from a confirmed one and retain the original acquisition source.

Adapt this resource to your business and the homeowner's agreed contact preferences. Honor requests to stop contact.

https://aurexbusinesslab.com/resources/estimate-follow-up-playbook