What matters
A quote follow-up should refer to the actual conversation. Confirm what remains unresolved and agree on a next contact point instead of repeatedly asking for a decision without offering context.
Put it into practice
- Confirm the quote was received
- Identify unresolved questions
- Record the next contact commitment
An example in practice
A customer is waiting for a manager’s review. The opportunity records that review step and the agreed time to reconnect.
What to track
Track quotes with a known next decision step.