Software

Quote Follow-up: The Highest-ROI Habit For Australian Electricians

Why following up on every quote is the single biggest revenue lever for Australian electricians, and how to build the system today while automated follow-up is on the TradieTally roadmap.

Most lost quotes aren’t lost on price. They’re lost on silence.

The customer asked for a quote, got it, then forgot about it. Two weeks later they rang the next sparky in their phone. You never heard back.

If you fixed nothing else about your quoting workflow except follow-up, your conversion rate would jump 20-30%. Most electrical businesses have never measured what they leave on the table here.

Why we don’t follow up

The honest reasons:

  • It feels pushy. It isn’t. Customers expect a reminder.
  • It’s awkward when busy. Easy to forget when you’re on the tools all day.
  • There’s no system. No reminder, no template, no calendar entry.

So the quote sits in the inbox. The customer drifts. The job goes elsewhere.

What a real follow-up sequence looks like

A standard sequence for a residential quote:

  1. Send quote. Same day.
  2. Day 3 nudge. “Hi {name}, just checking you got the quote for {job}. Happy to walk through it if you’ve got any questions.”
  3. Day 7 nudge. “{name}, wanted to check in before the week wraps up. Let me know if you’d like to lock in a date.”
  4. Day 14 final. “{name}, last one from me. I’ll close the quote out at end of week unless I hear from you.”

That’s it. Four touches. Doesn’t take long. Multiplies conversion.

The problem: you’ll forget

This is where it falls apart. You’re on a job, you’ve got materials runs to do, the next quote is bigger than this one. The follow-up doesn’t happen.

The fix is to take it out of your head.

Build the manual system today

Write the four messages once. Save them as templates in your email client or phone. The moment a quote goes out:

  • Put a calendar reminder for Day 3, Day 7 and Day 14.
  • Or use a spreadsheet column for each quote: sent, nudge 1, nudge 2, final.
  • Or stick a follow-up tab on the fridge with quote names and dates.

Doesn’t matter how you track it. Matters that you do. The sparkies who follow up close more jobs than the sparkies who don’t, every single time.

Coming to TradieTally: automated quote follow-up

Automated quote follow-up is on the TradieTally roadmap. The plan is to take this exact sequence and have the software handle it the moment a quote is sent: nudges go out in your tone, from your domain, with the customer’s job details in the body. Replies land in your inbox like normal email. The follow-up happens whether you remember or not.

It’s not live yet. When it is, this is the page that’ll have the details. In the meantime, run the manual version. You’ll close more jobs by next month.

How this fits the system

Quote follow-up is the last link in the profitable estimating chain:

  1. Build the system (Electrical Estimating Course)
  2. Run it in the software (TradieTally)
  3. Follow up on every quote (manually today, automatically soon)
  4. Business Brain shows you what’s working

Skip any of these and the system leaks. Get all four right and you’re playing a different game.

The quote you didn’t follow up on cost you nothing to send and everything in lost revenue. Fix that one thing.

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