What Are Your Unchased Quotes Worth?

Open the sent folder or your quoting system for the last month and list every quote that went out. For each one, check whether any second message was sent to that customer before they replied or the quote expired. The share with no second message is your figure. Most businesses that do this for the first time find the number is higher than they guessed, because follow-up feels like something that happens more often than it does.

The calculator does not supply one, because it depends on your industry, your price position and how long customers take to decide. A sensible approach is to enter a low figure first, look at the result, and ask whether even that would justify the effort. If you have any history of quotes that were won after a follow-up, use that. Otherwise pick a figure you would be comfortable defending to a sceptical partner rather than the one that produces the biggest number.

No. Follow-up has the most effect where the customer is comparing several quotes and has not yet decided, which is typical for trades, professional services and business-to-business work. It has less effect where the quote was a formality and the decision was already made, or where the customer was only price checking. The tool applies your uplift to every unchased quote, so if a large share of your quotes fall into those categories, lower the uplift to reflect it.

Two or three, spaced a few days apart, is a common sequence. The first checks the quote arrived and asks whether anything needs adjusting. The second offers a specific next step, such as a start date or a scope change. A final message closes the loop and leaves the door open. Beyond that, further messages tend to annoy rather than convert. Whatever you choose, apply the same sequence to every quote and record the outcome at the end of it.

A follow-up on a quote the customer asked for is a reply to their enquiry, and the sequence should stop when the quote is answered or closed. Where you want to add a customer to a promotional list afterwards, check your obligations under the Spam Act before doing so, because commercial electronic messages have consent, identification and unsubscribe requirements. The safest design keeps quote follow-up separate from marketing email.

No. The calculation runs in your browser and nothing is sent anywhere. Your slider positions are saved in your own browser storage so they are still there if you come back, and the reset button clears them. No customer names or quote details are requested, only aggregate counts and averages.