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The Ultimate Follow-Up Strategy After Sending a Quote: Tasks, Timelines, and Tactics

The Ultimate Follow-Up Strategy After Sending a Quote: Tasks, Timelines, and Tactics

For event rental businesses, sending a quote is just the beginning of converting a potential lead into a loyal customer. Many businesses lose clients not because of their offerings, but because they fail to follow up effectively. At Marquee Tech, we’ve identified a winning follow-up strategy to help small and medium-sized enterprises (SMEs) in the event rental industry close more deals and maintain strong client relationships.

Why Follow-Ups Matter

According to research by Brevet, 80% of sales require five follow-ups after sending a quote, yet 44% of salespeople give up after just one follow-up. This highlights the importance of persistence and structure in your follow-up process.

By creating well-timed tasks and maintaining professional communication, you can:

  • Improve your conversion rates.
  • Build trust and rapport with potential clients.
  • Stand out from competitors who may neglect the follow-up process.

Crafting the Perfect Follow-Up Strategy

Step 1: Immediate Follow-Up (Within 24 Hours)

Goal: Acknowledge receipt of the inquiry and express enthusiasm about the opportunity.

Task to Create:

  • Task Name: “Send Follow-Up Email #1”
  • Deadline: Within 24 hours of sending the quote.
  • Content to Include:
    • A thank-you note for considering your services.
    • A brief summary of the quote details.
    • An invitation to ask any questions or discuss customisation options.

Example Email:

Subject: Excited to Help with Your Event Needs!

Hi [Client Name],

Thank you for considering [Your Business Name] for your upcoming event. I’ve attached the quote we discussed and would love to answer any questions you might have. Let’s work together to make your event unforgettable.

Please don’t hesitate to reach out at your convenience. I look forward to hearing from you.

Best regards,
[Your Name]
[Your Position]

Step 2: The Gentle Reminder (48-72 Hours)

Goal: Ensure the client has received the quote and offer assistance.

Task to Create:

  • Task Name: “Send Follow-Up Email #2”
  • Deadline: 2-3 days after the first follow-up.
  • Content to Include:
    • A polite check-in to confirm receipt of the quote.
    • Additional details about why your business is the best choice.
    • An invitation to schedule a quick call or meeting.

Example Email:

Subject: Just Checking In…

Hi [Client Name],

I wanted to follow up to ensure you received the quote I sent earlier this week. If you have any questions or need help deciding which options best suit your event, I’m happy to assist.

Let me know a convenient time to chat, or feel free to reply to this email with any questions.

Looking forward to helping make your event a success!

Best regards,
[Your Name]

Step 3: The Value-Add (5-7 Days)

Goal: Provide additional value to keep your business top of mind.

Task to Create:

  • Task Name: “Send Follow-Up Email #3 (Value-Add)”
  • Deadline: 5-7 days after the previous follow-up.
  • Content to Include:
    • A helpful resource, such as a blog post, checklist, or case study.
    • A reminder about your unique selling points.
    • A soft call-to-action to move forward.

Example Email:

Subject: Ideas to Inspire Your Event Planning

Hi [Client Name],

I wanted to share a resource that might help as you plan your event: [Link to Resource]. At [Your Business Name], we pride ourselves on delivering [Your Unique Selling Point], and I’d love to discuss how we can bring that to your event.

Feel free to reach out if you’d like to discuss your options further or schedule a call.

Best regards,
[Your Name]

Step 4: The Last Chance (10-14 Days)

Goal: Create urgency and encourage a decision.

Task to Create:

  • Task Name: “Send Final Follow-Up Email”
  • Deadline: 10-14 days after the quote is sent.
  • Content to Include:
    • A polite nudge about the deadline or limited availability.
    • A reiteration of your interest in working with them.
    • A clear final call-to-action.

Example Email:

Subject: Last Call for Your Event Rental Needs

Hi [Client Name],

I wanted to touch base one last time before finalising bookings for [Event Date]. Availability for [specific items] is limited, and I’d love to secure your spot.

Let me know if there’s anything I can do to assist. If you’re ready to proceed, I can help you finalise the booking quickly.

Looking forward to hearing from you!

Best regards,
[Your Name]

Knowing When to Stop

While persistence is key, it’s important to recognise when to stop. A good rule of thumb is:

  1. Stop after 4-5 follow-ups with no response.
  2. Send a polite closing email to leave the door open for future communication.

Final Closing Email:

Subject: Checking in One Last Time

Hi [Client Name],

I haven’t heard back and understand if you’ve decided to go in a different direction. If your plans change or you’d like to revisit our quote, please don’t hesitate to reach out.

Wishing you a successful event!

Best regards,
[Your Name]

Final Thoughts

An effective follow-up strategy can make all the difference in closing deals. By assigning the right tasks, maintaining consistent communication, and knowing when to stop, you can optimise your sales process and build stronger client relationships.

At Marquee Tech, our task management system makes it easy to schedule follow-ups, track client interactions, and keep your team on top of every opportunity. Ready to improve your follow-up game? Contact us today to learn more!

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