Pick a date and get an editable follow-up email for a quote or estimate. Plan the next conversation without another “just checking in.”
Pick the date you sent it. If you already promised to check in on a certain day, that date wins.
Use the day you promised to check in. If you didn’t agree on a date, two business days after sending is a reasonable first nudge. Mention the job and ask one question the customer can answer quickly.
Roofing estimate example · worked example
Pick the sent date and choose Estimate, Quote or Proposal. If the customer already told you when to check in, enter that date too.
Pick no reply, a price question, or more time. The planner uses that choice to suggest a date and one question your client can answer.
Add the client’s name, check that the question matches your conversation and copy the draft into your email. Save a callback for whoever is following up.
Use the date you agreed with the customer. If you left it open, the planner suggests two business days for a quiet inbox or a price question, and five when someone asked for more time. Those are starting points. If they have a decision meeting next week, write that date down.
The planner skips Saturdays and Sundays when it suggests a date. If the date has already passed and the quote is still open, reach out on your next working day. A quick, useful question beats a string of messages that all say “just checking in”.
Mention the actual job so the customer can place you. Ask one question they can answer in a sentence. If they need the quote again, reply on the original thread or include the link before you send.
One useful note for the team is enough. “Sent estimate Tuesday; client asked us to call after the school run on Friday” gives a colleague something to work with. “Follow up” on its own makes them start the whole conversation again.
Save the next follow-up beside the enquiry in Kibi CRM. When a colleague covers your calls, they can open the record and see what the customer asked for before they pick up the phone.
In Kibi CRM, save the next call on the customer’s enquiry. Your team can open the quote and see what you promised before anyone picks up the phone.
See how Kibi Today keeps callbacks visible →14-day trial · No card needed
For a quote with no reply and no agreed date, the planner suggests Tuesday, two business days after Friday. Enter the agreed date if the customer asked you to get back to them on a different day.
Yes. Choose the document type and use the sent date for the version you’re following up on. Name the change in your draft, so the client knows which version you mean.
The planner gives you an editable draft and a date. You send it. In Kibi CRM, save a follow-up on the enquiry to give it a named person and a place on the Today list.
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