Example only. Fictional heating installer and made-up quotes (no customer names needed), showing the format you'd receive.
Quote recovery: what you get
You share your enquiry and quote list for the last 90 days: job type, date, value and status. Customer names are optional; you add them back when you send.
Open quotes worth chasing, highest value first
| Quote | Job | Sent | Value | Last contact | Next step |
|---|---|---|---|---|---|
| Q-118 | Combi swap + system flush | 12 Sep | £3,450 | None since quote | Follow-up A today |
| Q-131 | Full heating system, 3-bed | 2 Oct | £7,900 | Asked about finance | Follow-up B (answers finance question) |
| Q-097 | Boiler replacement | 21 Aug | £2,800 | "Getting other quotes" | Follow-up C (what's included) |
| Q-142 | Radiator upgrade | 9 Oct | £1,150 | None | Follow-up A in 3 days |
Summary for these 90 days: 41 quotes, 15 won, 9 lost, 17 never followed up (£46,300 of open work).
Example follow-up (A), ready for you to send
Hi [name], just checking in on the quote for the combi swap and system flush we sent on 12 September. If you've got any questions about the work or timings, I'm happy to answer them. We've got availability in the next few weeks if you'd like to go ahead. Thanks, [your name]
Over 30 days: the list, a follow-up for every open quote in your tone, two check-ins, and a short end-of-pilot report of what was won back. I never contact your customers.
£500 for the 30-day pilot. Questions or a one-page outline: [email protected].