Following up old roofing quotes by SMS

By Roger Malek · Reviewed 7 November 2026 · All free guides

Separate service follow-up from marketing

A message about an active quote is different from a promotional campaign to an old list. The content, purpose and circumstances matter. Do not assume that having a phone number gives permission for promotional texts.

Check permission and objections

Before promotional SMS, check the applicable PECR rules, including consent or a valid soft opt-in where relevant. Sole traders and some partnerships have individual-subscriber protections. Honour objections and keep an appropriate suppression record.

Start with relevant records

Review the quote date, last conversation, requested work and any opt-out. Exclude stale or uncertain records until their use has been assessed. Do not upload a whole customer list into an unfamiliar tool.

Use a useful message

Illustrative wording for an appropriate follow-up: “Hi [name], it’s [name] at [company]. Are you still considering the roofing work we quoted for at [property reference]? Happy to answer any questions.” Adapt it to the real conversation and include an easy way to stop promotional contact where required.

Keep the reply useful

If they respond, confirm the present scope and whether the quotation needs reviewing. Do not promise that an old price, programme or availability still applies. Record the answer and next step.

Review the effort and the result

Track replies, useful conversations and any work won using your actual figures. There is no guaranteed recovery rate or job value. Stop sequences when someone declines or the contact is no longer appropriate.

ICO guidance on electronic mail marketing. Check the current guidance and obtain advice if the intended contact is unclear.