Quote follow-ups.
Sorted.

Collect the site details, prepare a clear quote, agree extra work and keep every open quote moving. One working pack from enquiry to acceptance.

A margin calculator, six worksheets, messages and a quote tracker Free

What you get

A 14-page quoting workbook with a complete illustrative enquiry-to-decision journey.
A job-margin calculator separating direct costs, overheads, margin and markup.
A site-visit survey to record scope, access and missing details.
An electrical quote worksheet for scope, exclusions, price and acceptance.
An extra-work approval sheet to record changes before work starts.
A labour and materials estimating sheet with a completed-job review.
Scope wording prompts for accessories, inspections and optional extras.
A lost-quote review separating customer feedback from assumptions.
A checklist to use before sending a quote.
Three follow-up messages to adapt for your customers.
A quote tracker and weekly handover sheet.

Enter your email to unlock the resource library. No payment or booking needed.

The email form opens here. Business tips are optional.

Open the working pack
Use the open button to open it in your browser. Or download the blank HTML file and open it on your computer.
Choose the sheet you need
Use the contents links to jump to a worksheet, checklist, message or tracker. Type into the fields and add a row for each quote.
Keep your completed copy
Choose “Print or save a PDF” before closing the page. Entries are not saved automatically, and are not sent to us.

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