How to Personalize Your Follow-up After Providing a Quote

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How to Personalize Your Follow-up After Providing a Quote

How to Personalize Your Follow-up After Providing a Quote

January 20, 2023 

You nurtured a relationship with a lead. You sent them an estimate. Everything is looking great. 

Now what?

The job isn’t complete just because you’ve sent an estimate to a potential customer. 

It’s only the beginning.

Estimate follow-ups are the perfect opportunity to continue nurturing the relationship and deliver top-notch customer service.

Realistically, no small business owner can dedicate the time needed to give potential and current clients 100% of their attention 100% of the time. 

So, what are their options?


Automated Follow-Ups & Small Businesses

Personalized automated follow-ups are one of the most effective ways to follow-up after providing a quote. 

It accomplishes two major points simultaneously.

It follows up with a customer while using personalization to nurture the relationship. 


Fun CRM Facts

When businesses first implement the use of automated follow-ups, they see a significant improvement in the time it takes to close deals. Up from an average of 7-14 days to 5-10 days.

The number of deals closed in a month increased by 50% and the conversion rate of leads improved by 10%. 

Automated follow-up is an effective tool for businesses who are looking to increase sales, boost profit, and nurture client relationships.


Streamlined Sales & Segwik

We believe automated follow-ups are the key to growing sales for any small business. But how can automation streamline sales?

Automated follow-ups can reach out to customers during the sales process with reminders and thank-yous. 

Combined automated follow-ups can decrease the average time to close deals, increase the number of deals closed in a month, and improve the conversion rate of leads.


The Best Strategies for Personalized Automated Follow-Ups

1. Personalized Emails

Set up and use short codes to ensure the customer’s name, company name, and other relevant information. 

This ensures the correct spelling, data, and information are used every time. 

Automatically send clients reminders when they have yet to respond to a quote or estimate. 

Send clients thank-yous when they send a payment. 

2. Email and Text Confirmation

After an appropriate number of days have passed, follow up with a customer after you send a quote or estimate to confirm it was received. 

Instead of asking if the client has reviewed the quote, follow up with an insightful article or relevant tips. 

By providing the customer with additional information it shows that you are invested in their success and will go the extra mile to provide them with the best possible service. 

If the client confirms they received and reviewed the estimate, follow-up with a call to close the deal. 

The call will give you a chance to answer questions, clarify concerns, and confirm details.

3. Relevant Content and Resources

Nurture the relationship further by automating emails to send meaningful content at regular intervals. 

Clients are more likely to engage and trust brands if the content that is shared provides value. This is branded content, where the goal isn’t to sell your product or service but to close the client’s knowledge gaps.

This sets you apart as leaders and experts in your industry. And that you have your customer’s best interests in mind.

4. Invest in a CRM (If you haven’t done so yet.)

Track your customers as they travel through your sales pipeline. 

Use relevant data (including quotes, conversations, notes, and more) to further understand the client and send personalized follow-ups and content. 

By saving and referring to detailed client summaries and data, clients can feel appreciated and recognized when they interact with your brand.

5. Make it easy to contact you. 

Include your contact information in the follow-up so customers can easily reach out with concerns. 

Personalize your emails to include branded content you want to share with clients. This can include sign offs, headshots, links to contact you, and more. 

The only limit is your imagination. 

6. Follow Up Regularly. 

Keep the dialogue going by following up at regular intervals. This will show that you are invested in the client and that you are available to help. 

This is a great way to send birthday and holiday wishes and relevant information. 

Showing clients you care about who they are versus seeing them just as a dollar sign is the first step to creating brand loyalty. 

Brand loyal customers are more likely to send high-value referrals and relevant reviews your way than non-invested clients. 


Software Solutions

Personalizing your follow-ups builds stronger relationships, making it easier for the client to say yes to your offer.

Invest in an automation software that ensures your follow-ups are personalized to your branding needs and personal liking. 

High-quality customer experiences begin before check out and continue years down the line. 

And it’s all entirely doable and within your ability. 

Happy Segworking!



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