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Cleaning quote follow-up email & text templates

A quote sent. A reply still to come. Use these six messages to check in, clarify the scope or close the conversation with care.

4 emails · 2 text messages

What happened after the quote?

Copy. Personalize. Check before sending. Replace every bracketed field, confirm the latest quote link and scope, and use the timing and channel you agreed with the customer. These examples are for requested cleaning quotes. LeadBroom does not send them automatically.

Select and copy any message below. If the copy button is unavailable, manual selection still works.

1. Check that the quote arrived

When to use it: You sent a requested quote and have not received a reply. Allow the customer time to review it, using any timing you already agreed on.

Subject: Your cleaning quote for [property or address]

Hi [first name],

I’m following up on the cleaning quote I sent on [date] for [property or address]. Here’s the link again: [quote link].

Does the scope match what you had in mind? If something needs adjusting, let me know which areas or services you’d like to discuss.

Thanks,
[your name]
[business name]

Replace: [first name], [date], [property or address], [quote link], [your name], [business name]

When to stop: If they decline or ask you not to contact them, close the follow-up. If they reply, address that reply instead of sending another reminder.

TEXT MESSAGE

All templates ↑

2. Ask for one missing service detail

When to use it: You need a specific detail to clarify or revise the requested quote. Use this text only if texting is already an appropriate way to reach this customer.

Hi [first name], this is [your name] from [business name]. For the quote at [property], should we include [specific area or task]? Your answer will help me confirm the scope and price. Thanks!

Replace: [first name], [your name], [business name], [property], [specific area or task]

When to stop: Once they answer, update the quote as needed. If they do not want to proceed or want no further messages, stop. Do not repeatedly ask for the same detail.

3. Follow up after a commercial walkthrough

When to use it: You completed a walkthrough and sent a proposal based on the areas and frequency discussed. Mention only work you actually inspected or discussed.

Subject: Cleaning proposal after our [site name] walkthrough

Hi [first name],

Thank you for walking me through [site name] on [date]. The cleaning quote covers [areas], at [frequency], with [access arrangement] as discussed: [quote link].

Is there anything your team needs clarified before reviewing it? If someone else handles approval, you’re welcome to share the quote with them.

Best,
[your name]
[business name]

Replace: [first name], [site name], [date], [areas], [frequency], [access arrangement], [quote link], [your name], [business name]

When to stop: If another decision maker takes over, agree on one contact rather than messaging several people. Stop if the proposal is declined or further contact is unwanted.

4. Check in after answering a question

When to use it: The customer asked about the quote and you answered. Give them room to consider the answer; do not imply that asking a question commits them to booking.

Subject: Following up on your question about [topic]

Hi [first name],

I wanted to check whether my answer about [topic] covered what you needed. To recap: [short, accurate answer].

If you’d like a change to the cleaning scope, tell me what you have in mind and I can review the quote. Otherwise, let me know if you need anything else before deciding.

Thanks,
[your name]
[business name]

Replace: [first name], [topic], [short, accurate answer], [your name], [business name]

When to stop: If they say they need more time, agree on a later date if they want one. Stop reminders if they decline or ask not to be contacted.

TEXT MESSAGE

All templates ↑

5. Return at the time the customer requested

When to use it: The customer specifically asked you to reconnect later. Send this at the agreed time through the agreed channel, rather than restarting a generic sequence.

Hi [first name], this is [your name] from [business name]. You asked me to check back around [agreed date] about [cleaning project]. Is now still a good time to discuss it? If your plans have changed, that’s completely fine.

Replace: [first name], [your name], [business name], [agreed date], [cleaning project]

When to stop: If their plans changed, close the follow-up. If they request another date, record it only with their agreement. Do not treat an old request as permission for ongoing reminders.

6. Close the loop politely

When to use it: A requested quote has gone unanswered and you have decided to stop following up. Do not use this if they already declined or asked you to stop.

Subject: Closing the loop on your cleaning quote

Hi [first name],

I haven’t heard back about the cleaning quote for [property or project], so I’ll leave it with you and won’t send more follow-up reminders about this quote.

If you’d like to revisit it later, you can reach me at [contact detail]. We can confirm the scope, current pricing and availability then.

Thank you,
[your name]
[business name]

Replace: [first name], [property or project], [contact detail], [your name], [business name]

When to stop: This is the final reminder. Close the follow-up and do not restart it unless the customer gets back in touch with a new request.

PUT IT INTO PRACTICE

A commercial cleaning quote, followed through

Fictional example · Harbor Cleaning and Riverside Office are illustrative names, not a customer case study.

  1. The walkthrough. Riley at Riverside Office asks Harbor Cleaning to quote for reception, kitchen and restroom cleaning, twice a week after 6 p.m. Carpet shampooing is outside the requested scope.
  2. The quote. Sam sends that scope and frequency in a proposal. Riley plans to review it on Friday and agrees that Sam can check back on Monday.
  3. The follow-up. On Monday, Sam uses the commercial template to restate the agreed scope and ask one clear question.

Subject: Cleaning proposal for Riverside Office

Hi Riley,

Thanks again for showing me around Riverside Office. The proposal covers the reception area, kitchen and restrooms twice a week, with access after 6 p.m. as discussed: [quote link].

You mentioned reviewing it on Friday, so I’m checking back as agreed. Is there anything in the scope or access arrangements you’d like me to clarify?

Best,
Sam
Harbor Cleaning

Replace the fictional details and [quote link] before using this example.

If Riley asks about the carpets

Answer the question: “The current quote excludes carpet shampooing. Would you like a separate price for that?” If Riley wants it added, prepare a revised quote. Record the change and share the new version, so the next follow-up refers to the correct scope.

If Riley asks for another week, record the agreed date. If Riley declines, close the follow-up. If there is no reply, review the conversation before deciding whether one final message is appropriate.

See how next steps appear in the Today demo →

Keep a short record after every message

A useful note lets you or a teammate continue without rereading the whole conversation. Start with these fields in your existing notes, spreadsheet or lead workspace.

Quote / version:
Date and channel sent:
Customer reply or question:
Next action:
Next contact date agreed with customer:
Person responsible:
Open, waiting or closed:

Check the current scope and amount before sending. Do not invent a discount or a deadline. When the customer replies elsewhere, update the record before a teammate follows up.

Before you follow up

How soon should I follow up on a cleaning quote?

Start with the customer’s review date. If you agreed to reconnect on Monday, use Monday. If no date was agreed, allow time to review the quote, then make your first message a short check that it arrived. A commercial proposal may need several people’s approval; ask who is reviewing it and when a check-in would help.

Should I send an email or a text?

Use the channel the customer expects. Email gives you room for the scope and a quote link; a text works well for one specific question or an agreed check-in. Keep the subject line out of a text, and avoid sending the same reminder through several channels.

What if there is still no reply?

Check the address and quote link first. An unanswered message is not agreement to book. Use the final template when you decide to close the conversation, then stop reminders about that quote. If the customer declines or asks for no further contact, stop without sending another closing message.

Will LeadBroom send these messages for me?

You send the email or text through your own channel. LeadBroom helps you keep the lead, quote version, customer response and next action together. It does not automatically send email, SMS or WhatsApp follow-ups.

FROM A MESSAGE TO A NEXT STEP

Keep the follow-up with the quote.

See the lead history, quote versions and Today list in a read-only demo with fictional data. Our cleaning quote follow-up workflow walks through the process.

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