Turn an enquiry into a quote the same day
An example workflow.
- Outcome
- Customers get an accurate quote within a working day, without the estimator chasing details.
- You need
- Your enquiry inbox, your price list, a named estimator, and last month’s quote times.
- Steps
-
- Capture the enquiryOne brief with every detail the estimator needs.
- Ask once for what is missingOne question back to the customer, not five.
- Draft the quoteA draft the estimator checks and sends.
- Measure the turnaroundQuote time this month against last month.
- Check
- The estimator approves every quote before it goes out.
- Evidence
- Median time from enquiry to quote sent, before and after.