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How to Follow Up Roofing Quotes: A 21-Day, 5-Message Plan

Five short messages over 21 days, written for roofers. Copy them, change the names and start chasing quotes tomorrow.

Shoaib RamzanFounder, LeadKites Updated 8 min read 2 sources checked

The best way to follow up a roofing quote is a short, planned series of friendly messages: five touches over about 21 days, stopping the moment the customer replies. Most quotes don't get a "no". They get silence. A clear follow-up plan turns some of that silence into booked jobs, without you having to remember who to chase.

This guide gives you the plan, five scripts you can copy, the rules for when to stop, and the line between a factual follow-up and a marketing message under Australian spam law.

Why do roofing quotes go quiet?

A homeowner asks for three quotes. Yours arrives. Then life happens: the kids, work, a car repair, a partner who wants to "think about it". Nobody rings back to say no. The quote just sits in their inbox.

On your side, you're on a roof all day. Chasing quotes is the job that slips first. By the time you remember, it's been six weeks and the job has gone to whoever called back.

Following up isn't pushy when it's done well. It's a service. The customer asked you for a price. A short, polite check-in helps them decide.

What does a good follow-up plan look like?

Keep it simple: five messages, spread out, each with one job.

The 21-day follow-up plan
  1. Day 1 · SMS

    Confirm the quote arrived and offer to answer questions

  2. Day 3 · SMS

    Answer the most common worry (price, timing or roof type)

  3. Day 7 · Email

    Re-send the quote with a plain-English summary

  4. Day 14 · SMS

    Offer a short call or a second look at the roof

  5. Day 21 · SMS

    A friendly last message that makes "no" easy

Day 1 is the day after the quote goes out. Send between about 8am and 6pm on weekdays, and avoid Sundays. People reply when the message arrives at a sensible hour.

Can I copy these quote follow-up scripts?

Yes. Change the names, keep them short, and send them from your business number so replies come back to you.

Message 1, day 1 (SMS)

Hi Sarah, it's Dave from Coastline Roofing. Just checking the quote for 12 Hill St came through OK. Any questions, reply here and I'll answer today.

Message 2, day 3 (SMS)

Hi Sarah, Dave again. A lot of people ask whether the restoration can wait until after winter. Happy to tell you honestly what I saw on your roof if that helps you decide.

Message 3, day 7 (email)

Subject: Your roof quote, 12 Hill St Hi Sarah, Here's your quote again, attached. In short: we'd [one-line summary of the work], it takes about [X] days, and the price is $[amount] including [what's included]. If anything isn't clear, just reply. Dave, Coastline Roofing, 04xx xxx xxx

Message 4, day 14 (SMS)

Hi Sarah, would a quick 10-minute call help? I can walk you through the quote or pop back and show you the problem areas.

Message 5, day 21 (SMS)

Hi Sarah, last one from me. If you've gone with someone else, no worries at all. If you still want the work done, reply YES and I'll call you.

Notice what these messages don't do. They don't offer discounts nobody asked for. They don't push other services. They don't pile on pressure. They help the customer finish a decision they already started.

When should I stop following up?

Stop straight away when any of these happen:

  • They reply. Any reply ends the sequence. Now it's a conversation, so answer it like one.
  • They say no or "not now". Thank them and stop. A polite "no worries" leaves the door open for next year.
  • They ask you to stop. Stop immediately and note it so nobody on your team messages them again.
  • The job is won. Obvious, but sequences in apps keep running unless someone marks the job as won.
  • Day 21 has passed. After five touches, leave it. You can include them in a seasonal reactivation later, but only with the right consent (see below).

The most common mistake is the opposite one: messages keep going after the customer has replied. That annoys people and looks automated. Whatever tool you use, make sure a reply stops the sequence.

Is quote follow-up allowed under the Spam Act?

Australia's Spam Act covers commercial electronic messages, which includes SMS and email. The ACMA's three core rules for marketing messages are:

  1. 1ConsentYou need consent before sending marketing messages, and you must be able to prove it.
  2. 2Identify yourselfMessages must accurately name your business and include correct contact details.
  3. 3UnsubscribeEvery commercial message needs a simple way to opt out, and opt-outs must be honoured within 5 working days.

There's an important distinction for quote follow-up. The Act allows "designated commercial electronic messages" that contain no more than factual information (plus limited extras like your business name and contact details) to be sent without consent or an unsubscribe. Law firm Clayton Utz explains that a message becomes commercial if one of its purposes is to promote goods or services, even if that isn't the main purpose.

What that means in practice:

  • A message that says "your quote is attached, any questions?" is closer to factual.
  • A message that adds "and check out our gutter special this month" has a promotional purpose, so the marketing rules apply.
  • Inferred consent can apply where there's an existing relationship and the message relates directly to it. A homeowner who asked you for a quote has a relationship with you, but the ACMA says you must be able to prove consent, so keep a record of how they contacted you.

The safe approach for roofers:

  • Always identify your business by name in every message.
  • Add an opt-out to anything that could be read as marketing, for example "Reply STOP to opt out".
  • Keep records of who asked for a quote and when.
  • Don't add promotions to quote follow-ups.

For the full detail, read our guide to SMS rules for roofers in Australia.

Should quote follow-up be SMS, email or a call?

Use all three, for different jobs.

SMS, email or a call

SMS

Best for
Quick check-ins, short questions
Watch out for
Keep it under about 300 characters; always name your business

Email

Best for
Re-sending the quote, detail, attachments
Watch out for
Subject lines that look like spam; long walls of text

Phone call

Best for
Big jobs, complex roofs, worried customers
Watch out for
Calling at bad times; turning it into a hard sell

A good rule of thumb: SMS to start the conversation, email for the paperwork, a call when the job is big enough or the customer asks for one.

What should I track?

You can't improve what you don't count. Keep a simple list, in a spreadsheet or your job app:

What to record for every quote

0/5 done

Your ticks are saved in this browser only.

Interactive tool · Old quotes worth chasing

Work sitting in old quotes

$14,000

About 2.0 jobs at your average quote value.

A friendly follow-up costs a few cents a text. Even one revived job usually covers it.

quiet quotes × your % × average quote value

Check my real numbers

After a couple of months you'll see which message gets the most replies and how many quotes come back to life. That's real data about your own business, which is worth more than any industry average.

Sample screen. Names and numbers are made up.

How can I make this run without me?

You can run this plan by hand with a reminder in your phone. Plenty of roofers start that way. The problem is that it relies on you remembering after a 10-hour day on a roof.

The alternative is to have it set up to run automatically: the sequence starts when you mark a quote as sent and stops when the customer replies or the job is won. That's what our quote follow-up service does, as part of the Foundation plan ($397/month + $997 setup, AUD, no GST charged).

If you've got a pile of old quotes from the last year, our $497 Quote Reactivation Sprint follows them up for 14 days. If it books zero inspections, you get your money back. We don't promise a number of jobs, because that depends on your prices and your quotes, but you'll see every reply.

Frequently asked questions

How many times should I follow up a roofing quote?

Five touches over about 21 days is a sensible plan for most residential roofing quotes. Stop as soon as the customer replies, says no or asks you to stop. More than that tends to feel like pressure rather than service.

What's the best time to send a quote follow-up text?

Weekdays between about 8am and 6pm in the customer's time zone work well, because people can reply when it suits them. Avoid early mornings, late nights and Sundays.

Do I need consent to follow up a quote by SMS?

A purely factual message about the quote a customer asked for is treated differently from marketing under the Spam Act. Once you add promotion, you need consent, identification and an unsubscribe. This is general information, not legal advice, so check the ACMA guidance for your situation.

Should I offer a discount in my follow-up?

Not by default. A discount teaches customers to wait for a cheaper price and adds a promotional purpose to the message. Answer their questions first. If price is the real issue, talk about options like staging the work.

What if the customer says they went with someone else?

Thank them and stop. Ask, if it feels right, what made the difference. The answer often tells you more about your quotes than any course will.

Sources and fact-check

Checked against these sources on 26 October 2026. Prices and rules change, so confirm with the provider before you buy.

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