Trade: Contractors
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Follow up on estimates that went quiet

Three short follow-up texts for a quote that went quiet. Tested on 4 AI tools, plus what to check before you hit send.

Tested Oct 28, 2026 · 4 tools · Claude, Gemini, ChatGPT, Copilot
Trade
Cross-trade, Remodeling, Handyman, Plumbing, Roofing
The job
“Follow up on quotes the customer never answered, without sounding pushy”
Time saved
About 10 minutes per quiet quote
Tools tested
4 · Claude, Gemini, ChatGPT, Copilot
Tested
Status

The job

You sent a quote. The customer went quiet. You know you should follow up, but you don't want to sound like a call center or beg. This prompt gives you three short texts you send yourself: a check-in today, a second nudge 4 days later, and a polite "closing your file" text a week after that.

Who it's for

  • Any trade that sends quotes: remodeling, handyman, plumbing, roofing and the rest.
  • Solo owners and small crews who do their own follow-up.
  • Quotes that sat 5 days or more with no reply.

The prompt

You're helping me, the owner of a small contracting business, follow up on a quote that went quiet. Write 3 short text messages I can send myself:
1) a friendly check-in for today,
2) a second follow-up for 4 days later,
3) a polite "closing your file" message for 7 days after that.

Rules:
- Under 300 characters each.
- Sound like a real tradesperson, not a corporation. No "just checking in" or "touching base".
- Use one specific detail from the job below.
- One clear question per message.
- Do NOT offer a discount, special price, deadline, start date, warranty, or financing. Do not invent any facts that aren't below.
- Add "Reply STOP to opt out" to the first message only.
- Leave the customer's name exactly as given.

Job:
- Business: [YOUR BUSINESS NAME], [CITY, STATE] (owner "[YOUR FIRST NAME]")
- Customer: "[CUSTOMER NAME]"
- Job: [WHAT THE JOB IS]
- Quote: [$ AMOUNT], sent [HOW MANY] days ago ([DAY AND DATE])
- Customer said: "[ONE THING THEY SAID AT THE VISIT]"
- Owner rules: [YOUR RULES, E.G. NO DISCOUNTS, NO START-DATE PROMISES]

Fill in every [BRACKET]. Use one real detail from the visit. That's what makes the text sound like you.

Worked example

Input (fake)

- Business: North Fork Plumbing, McKinney TX (owner "Ray")
- Customer: "Mr. Patel"
- Job: replace 50-gal gas water heater in garage
- Quote: $2,450, sent 9 days ago (Mon Oct 19)
- Customer said: "Need to talk to my wife."
- Owner rules: no discounts, no "limited time", mention one thing from the visit.

Output

Claude · "Fable 5.1 High" · Max · tested 2026-10-28 · run 1, job B. Verbatim; passed P1-P6.

Verbatim output

1 — Today (Wed Oct 28) Hi Mr. Patel, Ray with North Fork Plumbing. I sent the quote for the 50-gal gas water heater in your garage last Monday the 19th. Did you and your wife get a chance to look it over? Reply STOP to opt out.

2 — 4 days later (Sun Nov 1) Mr. Patel, Ray again from North Fork Plumbing. Wanted to make sure the $2,450 quote for the garage water heater didn't get buried. Is there anything on it you or your wife want me to walk through?

3 — 7 days after that (Sun Nov 8) Mr. Patel, Ray at North Fork Plumbing. Haven't heard back on the garage water heater quote, so I'm going to close the file on my end for now. If things change down the road, text me anytime. Anything you'd want me to note before I do?

All three are under 240 characters. Note that the 4-day and 7-day spacing lands both follow-ups on Sundays — you may want to bump them to Monday.

What we liked: one question each, the right price and job, the wife detail used without pressure, and no promises. It even flagged the Sunday send days on its own.

Tool scores

A pass means usable as-is or after one small edit, and meeting all six criteria (P1-P6, listed under How we tested). Two runs per tool on 3 fake jobs, so 6 chats each.

Tool scores, from the guide frontmatter
ToolModel (as shown)PlanSettingPassedWith small editNote
Claude “Fable 5.1 High” Max mode "Auto" 6/6P1-P6 0 of 6 passes No misses. Wrote the couple greeting correctly.
Gemini “3.6 Flash” not shown (Upgrade button visible) none 5/6P1-P6 2 of 5 passes One miss: 'Hi the Nguyens' on job C. Two passes needed a small edit.
ChatGPTThinking effort: High not shown not shown Thinking effort: High 4/6P1-P6 0 of 4 passes Both misses: 'Hi the Nguyens' on job C, both runs.
Copilot “Auto” Personal none 4/6P1-P6 0 of 4 passes Both misses: 'Hi the Nguyens' on job C, both runs.

ChatGPT doesn't show which model answers; tested on the High setting.

The main finding: every miss was the same one. When the customer was a couple, "the Nguyens," ChatGPT, Copilot and Gemini wrote "Hi the Nguyens." Only Claude got it right. In its other job C run, Gemini skipped the name entirely. No tool made up a discount, start date, warranty or financing, and every price was right.

The fix takes five seconds: write the greeting yourself. "Hi Mr. and Mrs. Nguyen."

What you still check

Go down this list before anything reaches the customer.

  • The customer's name and greeting are right. For a couple or family, write it yourself ("Hi Mr. and Mrs. Nguyen", not "Hi the Nguyens").
  • The amount and job match your real quote.
  • One question per text.
  • No promises you didn't make: discounts, start dates, warranties. A customer's wish ("before Thanksgiving") is not your deadline. Don't let the text lean on it.
  • No made-up dates, deadlines or reasons ("wrapping up our estimates for the month").
  • No pushy lines about other bids ("which roofer you're going with").
  • The send day works for you. The 4-day and 7-day schedule can land on a Sunday.
  • It sounds like you.
  • The customer agreed to get texts from you, and you honor STOP right away. Rules vary; this is not legal advice. Check your local rules or ask your licensed pro.
  • Stop the follow-ups as soon as they reply.

Limits

  • Tested on three fake jobs only. Your real customers and quotes will be messier.
  • Results vary from run to run, by plan and setting, and as the apps update. These scores are from 2026-10-28.
  • Two runs per job is a small test. A tool that passed here can still miss on your next try. Read every text before you send it.
  • Character counts were checked loosely. All texts were visibly under 300 characters; a few counts came from the tools themselves.
  • Nothing here is legal advice. Texting consent and opt-out rules vary. Check your local rules or ask your licensed pro.
  • The AI output is never guaranteed. You are the one sending it.

How we tested

  • Date: 2026-10-28, about 9:55 to 11:32 AM CT.
  • Route: each tool's website, signed in, a new chat for every run.
  • Tools, model labels and plans (as the apps showed them):
    • Claude: "Fable 5.1 High", mode "Auto", plan Max.
    • Copilot: "Auto", plan Personal.
    • ChatGPT: Thinking effort: High. No plan label shown. ChatGPT doesn't show which model answers; tested on the High setting.
    • Gemini: "3.6 Flash". Plan not shown (Upgrade button visible).
  • Runs: the same prompt on 3 fake jobs (bath remodel, water heater, reroof), 2 runs each, so 6 chats per tool.

A pass means usable as-is or after one small edit.

  • Pass criteria. A chat passed only if it also hit all six:
    • P1: 3 messages, each 300 characters or less.
    • P2: no invented discount, deadline, start date, warranty or financing.
    • P3: the job detail is right (amount and job type match).
    • P4: one clear question per message.
    • P5: the opt-out line is in message 1.
    • P6: usable as-is or after one small edit.
  • Checking: a script flagged dollar amounts and trigger words, then a person read every message.
  • Fake data only. All test data was made up. No real customers, jobs or prices were used.
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