Better ways to run your business
Follow up quotes without losing track
Build a repeatable process for the space between sending a quote and winning the job.
Keep one quote register
Record the customer, quote date, value, next action and outcome in a spreadsheet or customer system. Assign one person to each follow-up.
Agree on the next contact
When sending the quote, ask when the customer expects to decide. Set the next contact around that answer rather than repeatedly chasing them.
Make your follow-up useful
Check whether the scope, timing or delivery arrangements need clarifying. Answer the question holding up the decision and make the next step clear.
Learn from the outcome
Mark each quote won, lost or deferred. Review recurring reasons and adjust your quote information, response process or offer.
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