KALIUN — CONTRACTOR ESTIMATE FOLLOW-UP EMAIL TEMPLATES Choose the message that matches the current conversation. These are not a six-email sequence. Replace every bracketed field, verify the scope, and use your normal business signature. Pause reminders when a customer responds or asks you to wait. 1. Confirm the estimate arrived Subject: [Project name] estimate and the next step Hi [First name], I sent estimate [number/version] for your [project] on [date]. Here is the current copy: [estimate link]. The scope includes [specific item] and [specific item]. [Unresolved item] is still listed as [an allowance/an exclusion/an option]. Is there anything in the scope you would like me to explain before you review it further? Thanks, [Name] [Company and phone] ---------------------------------------- 2. Help the client compare the scope Subject: One detail to compare in your [project] bids Hi [First name], You mentioned that you are comparing estimates for [project]. One detail worth checking is [specific scope item]. Our estimate includes [precise inclusion]. [Related item] is shown separately as [an allowance/optional work/an exclusion]. If another proposal groups those items differently, I can explain how our scope is priced. You do not need to send me anyone else's bid. Would a short explanation of [specific item] help with your comparison? [Name] [Company and phone] ---------------------------------------- 3. Respond when the estimate is over budget Subject: Options for bringing [project] closer to your budget Hi [First name], Thanks for explaining that the estimate is above the amount you planned for. Before I revise it, which parts of the project are essential to keep? If you are comfortable sharing a working budget range, that will help me identify realistic options. One item we could review is [specific optional scope or finish]. I would show any change as a revised scope and price, so it is clear what stays and what changes. What would you most like to preserve in the project? [Name] [Company and phone] ---------------------------------------- 4. Explain an allowance that is delaying the decision Subject: What the [item] allowance covers in your estimate Hi [First name], The estimate includes a [amount] allowance for [item and quantity]. It covers [inclusions] and excludes [exclusions]. Your final selection will be compared with that amount on the same pricing basis. We would document any required increase or credit through the process described in the proposal. Would you like me to put together [two suitable options/a supplier visit/a clearer scope breakdown] to help you make that selection? [Name] [Company and phone] ---------------------------------------- 5. Agree on a later decision date Subject: A better time to revisit [project] Hi [First name], Understood that you need more time before deciding on [project]. Would [date] be a useful time for me to check back? I will pause the estimate reminders in the meantime. When you are ready, we can confirm the scope, current pricing, and schedule availability together. If another date works better, let me know. [Name] [Company and phone] ---------------------------------------- 6. Pause an unanswered estimate Subject: Pausing follow-up on your [project] estimate Hi [First name], I have not heard back about estimate [number] for [project], so I will pause follow-up for now. If you would like to revisit it later, reply here and we can confirm whether the scope, pricing, and availability still fit. Thank you for the opportunity to put the estimate together. [Name] [Company and phone] Guide: https://kaliun.com/blog/contractor-estimate-follow-up-email