How to follow up on an electrical estimate
Panel upgrades, EV charger circuits, generator hookups and rewiring are planned purchases. Homeowners often pause on permits, inspection timing or the utility's part of the work. A short follow-up that answers those questions keeps the job moving.
The Day 1 / 3 / 7 rhythm
Three short emails, sent as replies in the same thread as the estimate, then stop. Each one has a single job:
Day 1: confirm the estimate and invite questions
Check that it arrived and makes sense, and ask if there are questions about the scope, the permit or the price.
Day 3: explain permits, inspection and scheduling
Many homeowners don't know who pulls the permit or how long inspection takes. Offering to go over the scope, permits and inspection, or scheduling, by phone or on site, removes a common reason to stall.
Day 7: ask whether to keep it open
A low-pressure question with two easy replies ("close it" or "keep it") usually gets an answer.
Copy-ready scripts
Swap in the [bracketed] parts and make sure every line is true for your shop. Or fill in your details in the free follow-up writer and it does the swapping for you.
Day 1
Subject: Your electrical estimate from [Your shop name] Hi [Customer first name], Thanks for having us out. Just checking that the estimate came through and makes sense. Any questions about the scope, the permit, or the price? Reply here or call [Shop phone]. [Your name], [Your shop name] [Your shop name] · [Your shop address] · Reply "stop" and we won't follow up on this estimate again.
Day 3
Subject: Re: Your electrical estimate from [Your shop name] Hi [Customer first name], Following up in case questions came up about the scope, permits and inspection, or scheduling. Happy to go over it by phone or take another look on site. We're local to [your town], so coming back out is no trouble. [Your name], [Your shop name] · [Shop phone] [Your shop name] · [Your shop address] · Reply "stop" and we won't follow up on this estimate again.
Day 7
Subject: Re: Your electrical estimate from [Your shop name] Hi [Customer first name], Should we keep your estimate open? If you went another way or the timing isn't right, that's fine. Just reply "close it" and we'll stop checking in. If you're still deciding, reply "keep it" and we'll leave it open. [Your name], [Your shop name] · [Shop phone] [Your shop name] · [Your shop address] · Reply "stop" and we won't follow up on this estimate again.
Tips for electrical estimates
- If utility coordination is part of the job (a service upgrade or meter work), say who handles it. Uncertainty there can stall a job as much as price.
- For EV charger quotes, the homeowner may be waiting on a car delivery. A "keep it open" reply is a good outcome; set a reminder.
- Avoid safety scare tactics in follow-ups. If there's a real hazard, call the customer rather than putting it in a routine email.
- Keep each email short enough to read on a phone.
The ground rules
- Stop on any reply. A question, a yes or a no ends the sequence. Answer it yourself.
- Honor "stop" for good. Keep a do-not-contact note so nobody on your team follows up again.
- Email, not text. Texting customers needs their consent and carrier registration first.
- No pressure, no promises. Don't invent deadlines or discounts that aren't real.
- Track it. Even a simple list of open estimates by date and amount, checked every Monday, catches the ones that slip.
Rather hand it off?
Estimate Shepherd is a done-for-you service. Our team writes and sends polite Day 1, 3 and 7 follow-ups on your unsigned estimates from your own email address, stops the moment a customer replies, and sends you a short list of open estimates every Monday. Nothing for you to install or learn.
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