When should you follow up after sending a pool quote?
Set the first follow-up before you leave the sales visit, so it sits on the calendar and not in your head. One workable rhythm:
- Day 1: a short text saying the proposal is sent, with the link.
- Day 2 or 3: a call to walk through the options, best right after they open it.
- Day 7: an answer to whatever held them up, or a reminder of the offer's end date.
- Day 14 and after: one check-in every week or two until they decide, then close the project as won or lost.
What should you say in a pool quote follow-up?
Say one useful thing each time. Answer a question they asked, point to the option they read most, or offer a smaller step, such as a version without the spa. Skip messages that only ask whether they've decided.
- Text: "Hi Dana, it's Sam from Sample Pool Company. Your pool options are at the link below. Option B is the one with the raised spa."
- Call opener: "I saw you looked at Option B. Want me to walk you through what the spa adds?"
- Email after a question: "You asked whether the spa can sit closer to the house. It can, and the updated option is on the same link."
How do you know who to call first?
Call the homeowners who are reading. PoolQuote records when a proposal link is opened and how long the homeowner spends on each option, shown as a Time viewing tile such as "6 min · mostly Option B". After two minutes or more of reading with no question or sign of interest, it suggests a call about the option read most. The Needs you now list on Today shows who is waiting:
- Reply: an open question or change request.
- Wants a call: they liked a design or asked to be called.
- Text reminder: they opened the link.
- Resend: no activity for 3 days.
How do you schedule follow-ups so none get missed?
Give every sent proposal its next contact date. In PoolQuote, Schedule follow-up on a sent project saves a Call, Email or Text reminder with a date, a time in your time zone and an optional note, titled like "Call Dana Reyes · Ask about the fire bowl add-on". When it comes due, it notifies whoever holds the project. A reminder can't be set in the past.
Worked example: two weeks with one homeowner
Sample Pool Company, the homeowner and the prices are fictional.
- Monday: the salesperson sends one link with Option A at $60,850 and Option B, with a raised spa and LED pool lights, at $78,120, and schedules a call for Wednesday at 10:00.
- Tuesday evening: the homeowner reads for 6 minutes, mostly Option B, and the project shows as Viewed.
- Wednesday: the call covers where the spa sits. The homeowner asks for a version without the lights.
- Thursday: the salesperson adds Option C, the spa without the lights, at $75,350, and publishes it to the same link.
- The next Tuesday: 3 days without activity, so Today shows Resend. A text goes out with the link and the offer's end date.
- The Monday after: the homeowner approves Option C.
When should you stop following up?
When the homeowner says no, or after a set number of unanswered contacts, close the project as lost and note whether price, timing or design lost it. That tells you what to change on the next quote, and your list of open quotes stays accurate.
Follow up from one place
Select Get started to choose a plan and send your next proposal with its follow-up date set. The pool builder CRM page shows what else the quote CRM keeps, or you can book a demo.