Proposal / Quotation Follow-Up Script (Corporate Buyback)

Used by: B2B Sales Executive

Objective: To professionally follow up after sending a quotation or proposal — confirm receipt, address questions, and move the client closer to approval or scheduling inspection.

🎯 Purpose

Confirm that the client has received and reviewed the quotation.
Reiterate value and trust factors (instant payment, data security, easy pickup).
Handle hesitation or negotiation professionally.
Move the lead toward confirmation or inspection booking.

📞 Call Script – Quotation Follow-Up

👋 Opening:

“Hi [Name], this is [Your Name] from Cashkr.

I’m following up on the buyback quotation we shared with you for your company’s devices.

I just wanted to check if you’ve had a chance to review it?”

💬 1. If They Have Seen It:

“That’s great. Did everything look clear to you in the proposal — pricing, pickup terms, and payment process?”

(Pause to let them respond)

If they say Yes, but still deciding:

“Sure, I understand. Just to add, our quotation includes instant payment at pickup, and our team can also handle data wiping with certificates if needed.

We can even schedule a quick inspection before final pickup to make it easier for your internal team.”

💬 2. If They Haven’t Seen It Yet:

“No worries, I’ll resend the proposal right now for your reference. It should be from my email ID – please check your spam or promotions folder once.

Would you like me to send it again or share it on WhatsApp as well?”

(Resend immediately and update sheet as “Re-shared”).

💬 3. If They Want Negotiation:

“Sure, I completely understand where you’re coming from.

Our quotes are based on current market resale rates and device condition assumptions.

If you’d like, you can share a counter price or a sample device photo, and we can recheck the valuation with our pricing team.”

(If large deal – offer inspection)

“For bulk lots, we also offer an on-site inspection. That usually helps us adjust pricing more accurately and finalize faster.”

💼 4. Move Toward Action:

“If everything looks good, we can confirm a pickup date and time that suits your team.

We’ll handle packaging, inspection, and payment all on-site — completely hassle-free.”

🧾 Closing:

“I’ll wait for your confirmation on the final quantity or pickup schedule, [Name].

Once you give the go-ahead, we can close this within 24–48 hours.

I’ll also keep a priority slot ready for your pickup window.”

📧 Email Follow-Up Template (Formal)

Subject: Follow-up on Your Corporate Buyback Quotation – Cashkr

Body:

Hi [Name],

I hope you’re doing well. Following up on the buyback quotation shared with you for [Company Name]’s IT devices.

We’d be happy to assist with:

Instant payment on pickup
Certified data wipe (if required)
Bulk inspection and logistics support

If there are any revisions or counter-offers, please share, and we’ll review them promptly.

Once confirmed, we can schedule your pickup as early as [insert available date].

Looking forward to your response.

Best regards,

[Your Full Name]

Corporate Buyback | Cashkr

📞 [Phone] | ✉️ [Email]

💡 Internal Notes

Update CRM status → “Quotation Sent – Awaiting Confirmation.”
First follow-up: 24 hours after sending.
Second follow-up: 3 days later (if no response).
After 2 follow-ups → escalate to “Warm Lead / Requires Revisit.”
Attach or link quotation PDF in CRM entry for easy resend.