How do I follow up automatically with prospects who asked for a quote?
Prospects often ask two or three firms for a quote. The firm that follows up well usually wins.
- Prospects ask for a quote and disappear.
- How fast should we reply?
- How many follow-ups are okay?
Reply the same day with a booking link or a short call, send a clear proposal with fixed fees soon after, then follow up automatically: a reminder after a few days, an offer to answer questions, and a final note before the proposal expires. A partner calls high-value prospects. When the prospect accepts, onboarding starts automatically.
A follow-up schedule
| When | What |
|---|---|
| Within hours | Reply and booking link |
| After the call | Proposal with fixed fees and e-signature |
| Day 3 | Short reminder with an FAQ link |
| Day 7 | Partner call for business clients |
| Before expiry | Final note, then stop |
Stay within CASL
An inquiry gives you implied consent to follow up for a limited time under CASL. Keep messages relevant to the inquiry, identify your firm and include an unsubscribe option.
How we look at it at ShoutEx
Lead follow-up is one of our strongest projects with firms. We connect your website, proposal tool and practice software so follow-up starts and stops automatically. Our lead generation guide covers channels.
- Replies after several days.
- Proposals with vague hourly estimates.
- No follow-up after the proposal.
- Messages that ignore CASL.
- Same-day replies.
- Fixed-fee proposals.
- Automatic, limited follow-up.
- Onboarding triggered by acceptance.
What accountants and regulators say
Here is what researchers and practitioners say.
Researchers found most companies are not responding to inquiries nearly fast enough.
Read the summary →The CRTC explains implied consent after an inquiry and what each message must include.
Read the CRTC FAQ →Firm owners discuss prospects who ghost after quotes and what improved their close rate.
Browse the threads →Community summaries describe recurring themes in public threads, not individual posts. Vendor pages describe vendor claims, so test them on your own calls.
Read next
Go deeper in the ShoutEx guides, or check the sources behind this answer.
We'll connect your website, proposals and follow-up.
Book a call →Follow-up questions
Should we send prices before a call?
A range on your website helps. Exact fees usually follow a short call.
How long should a proposal be valid?
Long enough for a decision, short enough to create a reason to act, often a few weeks.
Can AI write the proposal?
It can draft from templates and notes. A partner sets fees and scope.