Follow-Up Cadence Builder
Build a personalized 3-7-14 follow-up schedule for any quote.
followupdesk.app/tools/follow-up-cadence-builder
- Day 0TextConfirm quote received
- Day 2EmailQuote recap + next steps
- Day 5TextQuick check-in
- Day 9CallLive touch
- Day 14EmailIs this still on your list?
Try it free
Your 7-touch cadence
- Day 0TextConfirm quote received
Hey — sent over the quote. Holler if it didn't come through. Thanks!
- Day 2EmailQuote recap + next steps
Subject: Quote recap Hey, here's the scope, timeline, and what happens once you give the green light. Thanks!
- Day 5TextQuick check-in
Hey, just checking — anything in the quote you'd want to adjust? Thanks!
See all 7 touches + copy-paste templates
Sign in to unlock the full 7-touch cadence for your $8,000 install with ready-to-send messages.
What this tool does
Most contractors lose deals because they follow up once or not at all. This tool turns the proven 3-7-14 rule into a concrete schedule with dates and message starters — built for trades and service businesses.
Enter the date you sent your quote. Get the exact dates and message types for each follow-up — day 3 quick bump, day 7 add value, day 14 soft close. Never miss a follow-up window again.
Who it's for
- Contractors who never know when to circle back on a quote.
- Solo operators who want a system without buying a full CRM yet.
- Sales teams standardizing their follow-up process.
How it works
- 1
Enter your quote date
The date you sent the estimate to the customer.
- 2
Pick the job type
Storm, big-ticket remodel, recurring service, or standard — the cadence adjusts.
- 3
See your schedule
Three exact follow-up dates with the right message tone for each.
- 4
Get the message starters
Create your free FollowUpDesk account to unlock the full templates for each touch point.
Example output
Example — quote sent on June 1, standard job
Day 3 (June 4): Quick bump — 'just checking the quote came through' Day 7 (June 8): Add value — share similar work, confirm timing Day 14 (June 15): Soft close — 'closing the file unless I hear back'
Frequently asked questions
Why 3-7-14 specifically?▾
It maps to how homeowners actually decide: day 3 is when reminders catch them, day 7 is when they start comparing other quotes, day 14 is the decision deadline most people set themselves.
What if the customer replies between touch points?▾
Skip the remaining scheduled follow-ups and respond to the conversation. The cadence is for silence, not for active replies.
Can I automate this?▾
Yes — that's exactly what FollowUpDesk does. Send a quote, and the 3-7-14 schedule populates automatically with AI-drafted messages ready to send.