Guides for quoting and following up

Plain advice for small service businesses on winning more of the quotes you send.

• How to follow up on a quote without being pushyWhen to follow up after sending a quote, what to say each time, and when to stop. A simple schedule for contractors and service businesses.
• Quote follow-up email templates you can copyFive short follow-up emails for after you send a quote or estimate: just sent, a few days later, after they opened it, a week on, and the last one.
• Good, better, best: how to offer options in a quoteHow contractors and service businesses can offer three options in one quote, choose what goes in each, and add extras the customer can tick.
• What to include in a contractor quoteA checklist of what a professional quote or estimate should include: business details, scope, itemized lines, options, exclusions, tax, deposit, payment terms and expiry.