Quotes sit open for weeks
You send the quote, the customer says they will think about it, and then the job slowly disappears from view.
Free quote follow-up audit for tradies
Find out where your quoted jobs are slipping through the cracks.
We review what happens after you send a quote, find the gaps in your follow-up process, and show you what to fix first. You can implement the changes yourself or hire us to build the quote follow-up system for you.
Built for Australian trade businesses that send quotes and want a clearer, more reliable way to follow them up.
The problem
Most quote follow-up problems are not obvious until you map the process.
A quote can be lost for a lot of reasons: the first follow-up is too slow, no second follow-up happens, the customer reply gets missed, or no one is responsible for moving the quote to the next step.
The audit is designed to find those gaps before recommending software, automation or AI. Some trade businesses only need a tighter manual process. Some need reminders. Some need automated SMS and email. Some are ready for AI-assisted follow-up.
The goal is to diagnose the quote follow-up process first, then decide what should be fixed.
Signs you need this
A quote follow-up audit is useful when quoted jobs are going cold.
You do not need a complicated system to have a follow-up problem. Usually, the warning signs are simple.
Follow-up depends on memory
Some quotes get chased because they seem important, but others are forgotten when the week gets busy.
Customers reply but nothing happens
Replies, questions and maybes are not always turned into a call, booking, next step or clear decision.
How the audit works
We diagnose the follow-up process before recommending a system.
The audit gives you a clear view of what is happening after quotes are sent, where jobs may be going cold, and what should be fixed first.
We map your current quote follow-up process
We look at what happens after a quote is sent: who follows up, when they follow up, what messages are used, and where the process relies on memory.
We find the follow-up gaps
We identify where quoted jobs are going cold, where customers are not being chased, where replies are missed, and where your current tools are not being used properly.
You get a practical fix plan
You leave with clear recommendations you can either implement yourself or hire us to build for you.
What we look at
The audit focuses on one question: what happens after the quote is sent?
We are not trying to overhaul your whole business on the first call. We are looking for the highest-value quote follow-up gaps that are causing jobs to go cold.
- How quickly customers hear from you after a quote is sent
- Whether every quote gets a follow-up or only the ones you remember
- Where SMS, email, calls, reminders and tasks should fit
- Whether old quotes can be reactivated
- What should stay manual and what can be automated
- Whether AI would actually help, or whether simple automation is enough
What the fix may involve
Most quote follow-up fixes are built from a few practical building blocks.
The right solution depends on the audit. Some businesses need a simple process. Others need automation. Others may benefit from AI.
Follow-up timing
A clear sequence that follows up quotes at the right moments without relying on memory.
SMS and email wording
Plain-English messages written to sound like your business, not a generic marketing campaign.
Cold quote recovery
A way to re-engage old quotes that never formally said yes or no.
Next-step prompts
Booking links, call reminders, or task prompts so interested customers do not get left hanging.
Example workflow
A simple quote follow-up system keeps the conversation moving.
The exact sequence depends on your business, but the principle is the same: quote sent, follow-up triggered, reply detected, and the right next step created.
live workflow
tradiesystemsco.com.auLead Comes In
Website, Google, referral
Quote Sent
Logged automatically
Auto Follow-Up
SMS + email sequence
Customer Responds
Reply captured
Call Booked
Calendar synced
Job Won
No leads dropped
< 5 min
Faster response
7+
Touchpoints
6–10
Hours saved / week
After the audit
You can implement the recommendations yourself or have us build the system.
The audit gives you clarity first. If you want help after that, these are the common implementation paths.
You implement it yourself
DIY Follow-Up Plan
For tradies who want the audit findings and want to fix the process themselves.
After the audit, you can take the recommendations and implement them yourself. This might mean changing your follow-up timing, writing better SMS templates, setting reminders in your existing software, or creating a simple manual process for your team.
May include
- A clear diagnosis of where the follow-up process is breaking
- Recommended follow-up timing
- Suggested SMS and email wording
- A simple quote follow-up structure
- Advice on what to fix first
Human + Automation
Follow-Up Starter
Simple automation that makes sure every quote gets followed up.
This is the entry-level done-for-you system. Your team still handles replies, calls and judgement, but automation handles the reminders, follow-up messages and quote tracking so nothing gets forgotten.
May include
- Automated SMS and/or email follow-up after a quote is sent
- A simple follow-up sequence written in your tone
- Task reminders for quotes that need a manual call
- Pause logic when customers reply
- A clear view of which quotes are still open
Human/AI + Automation
Follow-Up Assist
Automation runs the process. AI helps with the admin and next steps.
This adds AI support to the follow-up process. Automation keeps things moving, while AI can help draft replies, summarise quote status, detect customer intent and suggest the next action. A human still approves sensitive actions.
May include
- Everything in Follow-Up Starter
- AI-assisted reply drafts
- Quote status summaries
- Suggested next steps from customer replies
- Lead intent tagging
- Alerts when a quote looks ready for a call or booking
AI + Automation
Follow-Up Engine
The most hands-off quote follow-up system.
This is the most advanced implementation. AI can handle more of the follow-up conversation, qualify customer intent, update quote status, push customers toward the next step and alert your team when human attention is needed.
May include
- Everything in Follow-Up Assist
- AI-led follow-up conversations for approved touchpoints
- Automatic quote status updates
- Customer qualification and intent detection
- Booking links or next-step prompts
- Human handoff rules for complex situations
Who it is for
Built for trade businesses that already send quotes.
This is not lead generation. It is for businesses that already get enquiries, already send quotes, and want more of those quoted jobs to receive proper follow-up.
Fencing contractors
Landscapers
Builders
Electricians
Plumbers
Concreters
Carpenters
Painters
Roofers
Pool builders
HVAC businesses
Solar installers
Useful reading
Want to understand quote follow-up before booking?
Read the blog for practical guides on follow-up timing, wording, calls, texts, emails and how to follow up without sounding annoying.
Stop losing jobs
Book a free quote follow-up audit.
30 minutes. No pitch deck. We’ll review how your quotes are being followed up, show you where jobs may be going cold, and give you a clear plan to fix it — whether you work with us or not.
30 min, no obligation
Australian-based team
Plain-English answers
Tradie Systems Co helps Australian trade businesses find and fix quote follow-up gaps across fencing, landscaping, electrical, plumbing, concreting, building, carpentry, painting, HVAC and solar. The audit comes first, then we recommend the simplest path forward — DIY improvements, better reminders, automation, or done-for-you implementation.