What happens to an estimate after you send it?

Make the handoff visible

Keep a list of open estimates with the date sent, customer, next follow up date, and status. The tool matters less than whether the list stays current.

Write the follow up before it is due

Use a short, helpful message asking if the customer has questions. Set a sensible cadence for your type of work and stop if the customer declines or asks not to be contacted.

Try this this week

Review estimates from the last 30 days. Mark accepted, declined, and open. Give each open estimate a specific next action and owner.