Any questions on the quote?
Hi Sarah, just following up on the quote for the office fit-out I sent on Monday. If anything needs explaining, or the scope needs to change, reply here and I will update it.
Leo
Chase the quotes
you already sent.
A sent quote is work you have already done. We set up reminders that follow each quote, and a short list of the ones that need a call from you.
Why it matters
Quotes go unanswered for ordinary reasons. The customer is comparing, waiting on a partner or a manager, or simply forgot. A polite reminder brings yours back to the top of their inbox.
Without one, a quote you spent an hour on can sit untouched for weeks. The reminder costs nothing to send and often gets the conversation going again.
How it works in practice
- The quote is loggedWhen a quote or proposal goes out, the date and the job are recorded.
- A reminder a few days laterA short message asks whether they have any questions about it.
- A second, different messageIf there is still nothing, it offers to adjust the scope, the timing or the price breakdown.
- A call list for youQuotes with no answer show up on a short list, so you know who to ring.
- Outcomes are markedWon and lost quotes are recorded, so you can see which work you tend to win.
Who does what
We set up
- Reminder messages and their timing
- The quote list and how outcomes are marked
- A connection to the way you send quotes now, where your tools allow it
You
- Send quotes the way you already do
- Make the calls on the list
- Mark each quote won or lost
What the messages look like
Hi Sarah, it’s Leo. Is the fit-out still going ahead this quarter? If the budget has moved, I can price a smaller first stage.
Illustrative samples. Every message is written for the business it runs in.
Let’s look at how your
enquiries are handled now.
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