Follow-ups on unsold quotes and review requests that actually get sent
Most shops send a quote and never follow up, and the same solo plumber doing invoices at 9 p.m. never gets around to asking for the Google review either. Recovering unsold quotes is the win almost everyone misses, and review responses are a task the field-service platforms now automate. Write the templates once with AI, load them into your scheduling software's merge fields, and let it run in your name and tone.
You are writing reusable customer templates for {{business_name}}, a plumbing business serving {{service_area}}. These load into scheduling/CRM software, so use merge fields [CUSTOMER_NAME], [JOB_DESCRIPTION], [QUOTE_LINK], [PLUMBER_NAME], and [BUSINESS_NAME]. Do not invent any other merge fields or any facts about the business. Write: 1. A day-3 follow-up on an unsold quote: friendly, no pressure, invites questions, includes [QUOTE_LINK]. 2. A post-job review request for {{review_platform}}: thanks them and gives a one-tap reason to leave a review. 3. Three ready-to-edit responses to reviews — one 5-star, one lukewarm (3-star), one unhappy. Each acknowledges the customer, stays brief, and for anything negative offers to make it right offline. Rules: - No discounts, no urgency tactics, no "just checking in." Each message under 90 words. - Review responses must never disclose the customer's address or job details, never argue, and never admit fault or assign blame — acknowledge and move specifics to a call. - Plain, human tone that matches a small local business.
Fill in your details and the prompt updates live — then copy.
Day-3 quote follow-up Subject: Still here when you are ready Hi [CUSTOMER_NAME] — just making sure you got the quote for [JOB_DESCRIPTION]: [QUOTE_LINK]. Happy to answer questions or walk through the options anytime. — [PLUMBER_NAME], [BUSINESS_NAME] Lukewarm (3-star) review reply Thanks for the honest feedback, [CUSTOMER_NAME]. I am glad we got the job done, and I hear you on the wait for parts — we are working on tighter timelines. I would like the next visit to go smoother; please reach out anytime and I will take care of it.
The full workflow
- Run the prompt once and edit the templates into your own voice.
- Load them into your scheduling or CRM software's merge fields.
- Set the day-3 quote nudge and post-job review request to auto-send.
- Keep the three review replies as drafts you tailor before posting.
Watch out for
Review replies are public and permanent: never include the customer's full name, address, or job details, and never blame the customer or admit fault — acknowledge and take specifics offline.
Do not fully automate the human touch — an obviously templated 'thanks for your business' under every review reads as fake; tailor each reply before it posts.
Where this comes from
Every use case on this site is grounded in real reports from working plumbers — not invented by us.