Charleston AI Playbook

Directory / Prompts / Sales & email

Quote follow-up email

Updated

Problem it solves

The quote went out and the follow-up did not. You want one email that makes it easy to reply yes, no, or later.

Best tool

  • ChatGPT (free chat)
  • Claude (free chat)
  • Gemini (free chat)
  • Copilot (free chat)

The free chat is enough for one draft. ChatGPT, Claude, Gemini, and the free Microsoft Copilot chat can each do this. A paid plan only helps if you hit a usage limit. Copilot inside Word, Excel, or Outlook is a separate paid Microsoft 365 feature. You do not need it to try this once.

Copy-paste prompt

Write one follow-up email after a quote. Under 120 words. Do not change the price. Do not add a discount. Give them a way to say no.

What was quoted: [job or product]
Date the quote went out: [date]
Price, if you want it repeated: [price or "do not repeat the price"]
Your name: [name]

Replace every [bracket]. If you cannot fill one, delete that line.

Template

Subject: Your [job] quote from [date]
Hello [name],
Checking in on the quote we sent on [date] for [job].
[price line or leave out]
If you want to go ahead, reply to this email. If you have decided not to, a quick no is welcome too.
[your name]

Download saves a .txt file. quote-follow-up.txt

Example output

A usable draft reminds them what the quote was, repeats the price only if you allowed it, and lets them decline. No “last chance.”

Tips

  • One follow-up is politer than five. If you want a sequence, use the estimate follow-up prompt and adapt the trade.
  • If the quote expired, say so only if that is your real rule.

Time saved

Estimate: one email is a few minutes. It does not close the job by itself.

How to use it

  1. Copy the prompt. Copy the prompt on this page into a free chat.
  2. Fill every bracket. Replace each [bracket] with a fact from your own notes. If you cannot fill one, delete that line instead of guessing.
  3. Edit before you use it. Read the draft against your notes. Delete any price, date, name, or promise you did not supply. You decide what gets sent.

Where this came from

  • Original to this library.