Customer message guides

Follow up without making it awkward.

A useful quote follow-up reminds the customer what the work is and makes it easy to reply. Keep it short, specific and free of pressure.

Write a follow-up →

These are adaptable templates, not messages sent by the app. Replace every bracketed detail and use wording that matches the conversation you have actually had.

01 · FIRST FOLLOW-UP

Check the quote reached them

Useful when you have sent a quote but have not had a reply. Mention the job so they do not have to search through older messages.

Hi [customer name],
Just checking you received my quote for [job description]. Please let me know if you have any questions or would like to go ahead.
Many thanks,
[your name]

Do not say the customer has accepted the price or that a date is reserved unless that has actually been agreed.

02 · OPEN THE CONVERSATION

Make space for questions

Useful when the customer may want to understand the scope or price before deciding. Offer clarification without assuming why they have not replied.

Hi [customer name],
I’m following up on the quote for [job description]. Is there anything you’d like me to clarify about the work or the price?
If you would like to go ahead, please let me know and we can discuss a suitable date.
Many thanks,
[your name]

If the customer requests a change, update the scope and price explicitly. Do not imply that extra work is included in the original amount.

03 · ASK FOR A SIMPLE UPDATE

Check whether they still need the work

Useful when you want a clear update after an earlier follow-up. Leave room for the customer to say their plans have changed.

Hi [customer name],
Are you still looking to have [job description] carried out? If so, please let me know and we can discuss the next step.
If your plans have changed, that’s no problem. A quick update would be appreciated.
Many thanks,
[your name]

Send follow-ups deliberately, based on the actual conversation. Trade Message does not schedule or send them automatically.

Keep the next step easy

Use the same clear job description as the original quote.
Ask one main question. A short reply should be enough to move the conversation on.
Only mention a deadline, availability or price expiry if it is real and still current.
If they decline, acknowledge it politely rather than continuing to chase the booking.

Start with Follow up.

In Trade Message, choose Quick message → Follow up, add the work and review the wording. Edit it to suit your conversation, then copy the full message.

Open Trade Message →