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Easy fix #2

  • Writer: LaraWaelte
    LaraWaelte
  • Mar 17
  • 2 min read

Number 2 on the list of common mistakes and things that are not in place that hinder you in your day-to-day as well as your customer acquisition:


QUOTING PROMPTLY


I know this seems obvious. But the number of times I personally have enquired about a service via phone, been promised a quote, and never heard from the business again is staggering. It's not a secret either that if someone else sends the quote faster, they'll likely get the job. People don't want to wait around, they want to move forward and make a decision quickly, so be sure you impress them with a quick quotation, it shows how efficient you are and that you place importance on gaining them as customers.


The solution: Create quote templates or have an assistant type them up!


You can make things easier for yourself by starting to create templates - have items ready to drag and drop depending on what the job needs. You may have a flat fee in place already for certain jobs (price per item, hourly rate, daily rate), and you should be able to just select them from a template. If you are using accounting software like Quickbooks or XERO, make the most of it by using their estimate feature and sending documents straight from there. If you are using a manual template and sending it from an email, make sure the email is ready to go and the template has all items listed so you can just delete what doesn't apply.


The other option is to hire an assistant to type up quotes for you as soon as you leave the job. This saves you from opening up a laptop entirely because you can just send your scribbles or a voice note to your assistant, who can promptly type it up and get it sent to the customer.

Customers are going to be so impressed by getting a formal quote within the same day that they will not entertain any other option because you are providing a higher standard than your competition.


Just as important is following up on your quotes. Staying at the top of mind with your customers is crucial to securing the business. If you don't follow up, they may as well forget about you; it can never hurt to check in with them 2-3 days after sending the quote to see if they have any questions or concerns. It shows that you care and that you are organised.

Set reminders (which can be an automated process as well) to chase customers for a response after quoting.


Sounds great but don't have the time to implement these systems?


Now's the time to hire a VA - message me and quote "QUOTES HELP", and we'll get you on the right track.



 
 
 

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