📬 Send a Thoughtful Follow-Up
Whether by text, email, or phone, your follow-up should remind the customer of both the estimate and their payment options.
“Thanks again for taking the time to meet today! Just wanted to follow up on the estimate we reviewed. If you’re still thinking it over, don’t forget we also offer financing through Acorn Finance — it’s totally optional, but could help make things more manageable.”
💡 Gently Reintroduce Financing
If they seemed price-sensitive or hesitant, reminding them that's it's quick and easy to check offers can help them consider this as a payment option.
“Just as a reminder, if you choose to finance — it’s quick to check your options and won’t impact your credit. I can re-send you a PDF with more information on financing if you'd like?”
🤝 Be Helpful, Not Pushy
You’re a guide, not a salesperson for financing. Your job is to keep them informed and supported:
“Let me know if you’d like me to resend the link to check out financing options. If you decide to pay another way, that’s totally fine too — just want to make sure you have everything you need.”
🧾 Confirm Next Steps
Make sure they know what to expect next — whether they’re applying for financing, reviewing the estimate, or scheduling the job.
"No rush on the decision — feel free to reach out if any questions come up, or if you want to move forward with the project. I’m here to help however I can.”