After the Quote Request: Why, When, & How to Follow up

Posted by The Bash on October 10, 2024

Following up with clients

Following up with potential clients after submitting a quote is key to securing the gig. Keep reading to learn more about the importance of following up, some best practices to keep in mind, and how to follow up through The Bash.

Why Follow Up

Party planners are often getting quotes from a few different vendors. Following up with a message and/or phone call helps set you apart from your competition and allows you to answer any questions the client may have about your quote, services, or past experiences. 

Fun Fact: Almost 40% of bookings on The Bash are confirmed within 48 hours of a booking request being submitted. Make sure you're responding quickly and following up with your clients!

When to Follow Up

While you want to allow a little time to pass between submitting your price quote and following up with the client, don't wait too long! You want to give them a chance to read and digest your quote but you don't want to let anyone else to swoop in and win over the client. We recommend following up with an email, phone call, text message, or message through The Bash within 24-48 hours after you submit your quote. We've seen this time frame work best with our members.

How to Follow Up on The Bash

Remember, as soon as you submit a quote, you'll see the client's contact information populate on the request. Here's how to find it:

  1. Go to the Leads tab of your Control Panel.

  2. Find and click on the lead that you submitted a quote for.

  3. You'll then be brought to a page to view the event and client information. This is where you'll see the client's email address and phone number, along with an option to message the client right through The Bash.

  4. Go right ahead and follow up!

Tips for Following Up

Following up with a phone call to the client typically works best because it allows you to more quickly answer any immediate questions the client has and also gives them a better glimpse into your personality and professionalism. However, do what makes you feel most comfortable. The more comfortable you are with the communication the better you will be at expressing yourself and your genuine interest.

  • Be conscious of their needs. If you get the client on the phone, start the conversation by introducing yourself and asking if it's a good time to chat about their event. If it isn't, ask them when would be a good time to call back or give them your contact information so they can reach out to you. If you're following up via email, keep it brief and don't repeat what you already included in your quote - reiterate only your most important points and add anything you might have left out. Ask them when they would be available for a brief phone call so you can learn more about their event. 

  • Ask questions. See if they've had time to review your response and have any questions. Also, be sure to ask about their event so they know you are interested in providing the best service possible.

  • Be personal and professional! Don't be shy - let your personality and professionalism shine and let the client know why YOU would be a perfect fit for their special event!

The take-home message from all of this: You shouldn't consider following up as optional. If you do it right, reaching out to potential clients after submitting a price quote can seal the deal and get you booked.

Here's a recent review from one client about booking the first vendor that called her:

"Within less than an hour after submitting my request through The Bash, I began receiving replies from vendors. The first person to respond via phone (instead of email) got my business. They were professional, timely, and worked with the budget I had. I'll definitely use them again when I have another event."
- Debbie | The Bash Client

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Topics: Booking Tips

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