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Follow up on panel upgrade and EV charger quotes
ElectricalQuote follow-upThe problem
Bigger electrical jobs like panel upgrades and EV charger installs often stall while the homeowner thinks it over, and nobody follows up.
Steps
- Pull a list of open quotes over a set amount that haven't been answered.
- Note the main reason the customer asked for the quote (new EV, insurance, renovation, breaker trips).
- Run the prompt and edit the drafts so every fact matches the quote.
- Send from your own email or phone and mark the quote as followed up.
Copy-paste prompt
Replace everything in [BRACKETS]. Works in ChatGPT, Claude or Gemini.
Write 3 short follow-ups for an electrical quote. Customer: [FIRST NAME]. Job: [e.g. 200A panel upgrade / Level 2 EV charger install]. Price: [PRICE]. Sent: [DATE]. Why they asked: [REASON]. Permit/inspection handled by us: [YES/NO]. Message 1 (day 3): answer the most likely question about this job type in plain words. Message 2 (day 7): explain what's included (permit, inspection, cleanup, warranty [DETAILS]). Message 3 (day 14): politely ask whether to book, hold, or close the quote. Under 70 words each. No scare tactics, no invented rebates or code claims.
Recommended tools
- Jobber (affiliate link — TODO)
- Housecall Pro (affiliate link — TODO)
- ChatGPT
Time saved
Keeps higher-value electrical quotes from quietly disappearing.
Always review AI output before sending. Don't paste customers' private information into AI tools unless your tool's privacy settings allow it.
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