Follow-up that keeps a large plumbing quote alive while the homeowner decides

What it is

A written sequence of texts and emails, triggered when a large quote goes out and stopped when the homeowner books, declines or opts out. A typical sequence looks like this:

1. Same day: a thank-you with the quote attached and a direct line for questions.
2. Day 2: a short message answering the most common question for that job type, such as how long the work takes or whether the water will be off overnight.
3. Day 5: a note that payment options are available through your lender, subject to the lender's approval, with a link to your payment-options page.
4. Day 10: a check-in from the person who wrote the quote.
5. Day 21: a final message saying the quote is still valid until a stated date, and that you won't follow up again.

Every message is a template with placeholders, for example: "Hi [First name], it's [Your name] from [Business name]. Any questions about the [Job type] quote for [Street]? Reply STOP to opt out."

Who it is for

Plumbing companies that write many large quotes, close too few and admit nobody follows up consistently. It works whether or not the customer ends up using financing, because the main job is simply staying in touch.

What is included

• Sequences for up to four job types, written to your voice
• Consent wording for your quote form, quote PDF or verbal script, and a record of how consent was given
• Setup in your existing CRM or field-service software
• Opt-out handling tested end to end
• A monthly report on quotes followed up, replies and bookings

Timeline

Two to three weeks: one week to agree the job types and the wording, one to set up the automation and test it, and a few days to train whoever sends quotes.

How results are measured

We compare the close rate on large quotes before and after the sequence starts, over at least two months, and break it out by job type. If you also use funnel reporting, we can show whether customers who were reminded about financing closed at a different rate from those who weren't.

Mistakes to avoid

• Texting without consent. Canada's anti-spam law expects consent, sender identification and an unsubscribe. The CRTC's CASL FAQ and ISED's consent guidance are the official starting points, as of October 2026.
• Endless sequences. Five messages is plenty. After that it becomes noise.
• Leading with the loan. The quote and your workmanship come first; financing is a footnote that helps some people.
• Fake urgency. "Price goes up tomorrow" when it doesn't is a misleading claim.

Writing messages people actually read

Good follow-up messages are short, personal and useful. Each one should come from a named person, refer to the specific job, and answer one real question, such as how long the water will be off or whether the work needs a permit. Generic "just checking in" messages get ignored. Messages that help get replies.

A sample day-5 message, with placeholders:

"Hi [First name], [Your name] from [Business name] again. A few customers have asked whether the [Job type] can be paid over time. [Lender name] offers payment options, subject to their approval. Details are here: [link]. Happy to answer anything else. Reply STOP to opt out."

Handling replies

The sequence is only as good as the response to replies. Every reply should reach a person within one business day. We set up notifications so the right staff member sees a reply right away, and we write short answer templates for the most common questions so nobody has to improvise about the lender's terms.

See pricing for how this fits into a plan, then call, text or email.