You sent the estimate. Now what? Most sales agents send the quote and wait. The best ones follow a system. This guide gives you the follow-up cadence that maximizes sign rates without being annoying.
What this does
A timed sequence of touches — call, text, email — that gently pushes the customer toward signing. Not every customer signs on the first day. Most need 2-4 touches over 1-2 weeks.
Who uses this
Sales agents — you run the cadence. Sales managers — check that your team is following it.
The cadence
Day 0 (same day): Send the estimate
You’ve already done this. The customer received the branded quote by text and email. MoveRight tracks if they opened it.
Action: No follow-up needed yet. Give them time to read.
Day 1: Quick check-in
If they opened the estimate: Text: “Hey [Name], did you get a chance to review the estimate? Happy to answer any questions.”
If they didn’t open it: Text: “Hi [Name], I sent over an estimate for your move. Let me know if you didn’t get it — I can resend.”
Day 3: Second touch
By phone. Call during business hours. If they answer, ask one question: “What’s your biggest concern about the estimate?”
Common responses:
- “The price” → offer value-adds, not discounts (wardrobe boxes, flexible date, insurance upgrade)
- “I’m comparing” → ask who they’re comparing with and what you can do to stand out
- “I need to think about it” → ask when they plan to decide, set a follow-up for that date
If they don’t answer, leave a voicemail and send a text.
Day 5: Third touch
By email. Keep it short:
“Hi [Name], just circling back on the estimate I sent last week. If you’d like to adjust anything — crew size, date, add packing — I’m happy to revise the quote. No pressure, just want to make sure you have what you need. — [Your Name]“
Day 7: Last attempt
By phone. If they don’t answer, leave one final voicemail:
“Hey [Name], this is [Your Name] with [Company]. I’ve tried reaching you a few times about your move estimate. I’ll assume you’re still considering, and I’ll hold your spot on the calendar for now. If you want to move forward, just give me a call or sign online anytime. Thanks!”
Day 10+: Move to nurture
If no response after 4 touches over 10 days, move the opportunity to “Nurture” or “Lost.” The AI follow-up keeps a low-pressure text going once per week. You stop dedicating active time.
MoveRight helps you track
In the opportunity view, you can see:
- When the estimate was sent
- How many times they opened it (and when)
- Your call log (dates, outcomes)
- Automated reminders that MoveRight sends on your behalf
Use this data to time your follow-ups. If a customer opened the estimate 5 times in 2 days, they’re interested — call them. If they never opened it, they may have a wrong email or they went with someone else.
Common questions
Am I being annoying? No. Customers are busy. They forget. Your follow-ups are helpful — you’re reminding them about something they asked for. The key is to be brief and offer value, not pressure.
What if they say they went with another company? Say: “Totally understand. If anything changes or you need a backup option, we’re here.” Then move to “Lost” with a reason code. Never burn the bridge.
How many estimates should I be following up on at once? As many as you’ve sent. If you’re sending 3 estimates per day, you should have 15-20 in your follow-up pipeline at any time. That’s manageable with the cadence above.
What happens next
- Close the deal: How to Sign an Estimate
- Collect the deposit: How to Record a Deposit
- When things change: Handling Change Orders and Extra Charges