Glossary
The words used around chasing quotes, each in a sentence.
Quote follow-up
A reminder sent to a customer after a quote, asking whether they would like to go ahead.
Usually by text, email or phone, on a set day after the quote. Three is the normal number. The good ones are short, in the business's name, with the price in and an easy way to answer.
Estimate vs quote
A quote is a fixed price; an estimate is a best guess that may change. Garages tend to say estimate, trades say quote.
For following up it makes no difference: both go quiet, both need the same reminder. Use the word your customer used.
Gone cold
A quote that has had every follow-up and no answer. Closed, but reopened the moment the customer replies.
In Chase My Quote a quote goes cold three quiet working days after its last message. It is not lost; it is parked. A tap on Yes or Call me brings it straight back.
Service message
A message about something the customer asked for, as opposed to marketing. A follow-up on a quote is one.
The distinction matters for the UK texting rules: a service message does not need a marketing opt-in, but still needs a sender name and a way to stop.
Do-not-contact list
The numbers and addresses that have asked for no more messages. Checked before every send, for good.
In Chase My Quote a tap on "stop messages" puts the customer's number and email on the list for that business, and nothing is ever sent to either again, whatever quotes come later.
Sender name (texts)
The name a text appears to come from, instead of a number. Up to 11 characters.
Yours should be your business name. Names that could pass for a bank, a courier or the government are blocked, because that is how scams work.
Won after a chase
A quote marked won that had at least one follow-up sent. The honest way to count what chasing is worth.
It is worded "after", not "because": the chase does not take all the credit. But it is a real count of real pounds, which is more than most dashboards offer.
Catch-up plan
A short two-message routine for a quote that was already old when it was added, instead of the full plan.
A quote dropped in three weeks after it was sent should not get "thanks for asking us for a quote" on day 2. It gets one message the next working day and one last email a week later.