There is no magic hour. But there is a rhythm that respects the customer and still wins the work — and it starts sooner than most businesses are comfortable with.
Everyone overthinks the timing and underdoes the sending. The uncomfortable truth: a mediocre cadence actually applied beats an optimal one that lives in your head.
Day 2–4: a short, warm check-in — did the quote arrive, any questions. Day 7–10: a second touch, ideally adding something (availability, a start-date option, a relevant photo of similar work). Just before expiry: the deadline note — quote lapses Friday, shall I hold the price? Three touches, each with a reason to exist.
A little. Mid-week mornings tend to catch people planning rather than firefighting; Friday afternoons are where messages go to die. But these are marginal gains. The step-change is that the nudge gets sent at all — every time, not just when you remember.
The cadence is easy to design and nearly impossible to run by hand, because the follow-ups fall due on your busiest days. This is a calendar problem, not a character flaw — and calendars are what software is for.
Quote Nudge runs your chosen cadence against every SENT quote in Xero automatically. The rhythm above is a five-minute setup; after that, every quote gets chased like your best day, every day.
No — the conversation is still warm and the customer expects you to care about the job. A short, friendly check-in at two to four days consistently outperforms waiting a fortnight to seem polite.
Three well-spaced nudges is the sweet spot for most quotes. Beyond that, returns fall and irritation risk rises — better to close the sequence gracefully and re-engage at expiry.
Auto follow-ups and branded online acceptance on your Xero quotes, with deposits coming soon. £16.79/mo after the trial — no card required.
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