How many times should I follow up on an estimate?
CRM & Follow-Up — answered straight, by an operator who builds these systems rather than an agency selling them.
At least five to seven touches over two to three weeks, mixing text, email, and a call. Most quotes are abandoned after one or two attempts, which is exactly where the competitor who kept going picks up the job.
The longer version
A workable cadence: same-day thank-you with the quote attached, next-day check for questions, day four a text, day eight a call, day fourteen a value note — a photo of similar completed work — and a final "closing this out unless I hear from you" around day twenty-one. That last one produces more replies than any of the others.
The reason to automate it is not laziness; it is consistency. Follow-up done by memory happens when work is slow and stops when work is busy — which is precisely backwards, since the quotes you send during a busy stretch are the pipeline for the slow one.
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