A replacement quote stalls for predictable reasons: the price was bigger than expected, the homeowner wants a second quote, or they're waiting to see if the old system limps through another season. Each of those has an answer. The follow-up just has to deliver it at the right time.
The 21-day plan
| When | Channel | What it covers |
|---|---|---|
| Same day | Text | Thank you, the quote link, and the comfort advisor's direct number |
| Day 2 | Good / better / best options side by side, with what each fixes | |
| Day 4 | Text | Financing: monthly payment examples and how to apply |
| Day 7 | Rebates and tax credits that may apply, with links to check eligibility | |
| Day 12 | Text | "Any questions I can answer? I can also hold an install date for you." |
| Day 21 | Last check-in, then a seasonal reminder list |
Stop on any reply, booking, or signature.
Lead with options, not one price
Homeowners rarely buy the first number they see. Showing two or three options lets them choose instead of deciding whether to say no.
Put financing early
If cost is the objection, a day 4 message with monthly payments addresses it before the homeowner talks themselves out of it. Only quote financing terms you actually offer.
Be careful with rebate claims
Rebates and credits change and depend on equipment and income. Link to the program pages and let homeowners check eligibility; don't promise amounts.
Track the stall points
Put every quote in a Quote sent pipeline stage. If most stall after the financing message, rewrite it. If they stall before it, send it sooner.
Setting it up in All Set
In All Set, the plan above is one workflow triggered when an opportunity moves to Quote sent, and it stops itself on reply or signature. See the HVAC setup or compare plans.
Frequently asked questions
Should I follow up if they got another quote?
Yes, once. Ask what the other quote included; sometimes the comparison is not like-for-like.
Is a 21-day sequence too long?
Not for a purchase this size, as long as it stops on any reply.
Can I mention rebates?
Yes, with links to the official programs and no promised amounts.