How should a tree service follow up on unclosed quotes?
Contact every unclosed quote roughly two weeks after issuing it, particularly after a storm event when quotes are issued faster than they can be closed. The urgency fades but the tree does not, and a single follow-up recovers a meaningful share.
Unclosed quotes are the largest recoverable asset in most tree service businesses, and storm events create them faster than anyone can close them.
The pattern is predictable. A storm generates more quotes in a week than you can convert. You are overwhelmed, the customer is anxious, and then the weather clears and the urgency fades on both sides. The quote sits.
What works:
- Contact every unclosed quote roughly two weeks after issuing it. Long enough for the crisis to pass, short enough that the tree is still on their mind.
- Keep it brief and pressure free. The tree has not changed, and offering to hold the price or re-look at it removes the awkwardness of having gone quiet.
- Reference the specific tree. Not a generic follow-up. Naming the leaning oak by the driveway reminds them exactly what they were worried about.
- Automate the trigger. This should not depend on you remembering during a busy season.
A second touch at the start of dormant season works well for non-urgent quotes, since it gives a genuine reason to revisit: this is the better time of year to do it.
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