ENQUIRIES
Enquiry and quote management.
Fewer enquiries left in the inbox.
Give each new enquiry a clear next step. Collect the details, keep the conversation organised and prepare quote drafts for you to review.
- 01Enquiry arrives
- 02Job details collected
- 03Quote draft prepared
- 04You decide the next step
WHAT IT CAN HELP WITH
A useful next step
for your business.
- Bring enquiries into an agreed system with a clear status.
- Ask for the details you need before quoting.
- Prepare drafts using approved prices and scope rules.
- Remind you about quotes and decisions that are still outstanding.
Keep the right checks in place.
The assistant must not promise a price, deadline or scope that you have not approved. Unusual jobs come back to you.
BEFORE WE START
A couple of
useful answers.
Will it calculate every quote?
No. Standard work may suit an agreed pricing rule. Bespoke work, uncertain measurements and exceptions need your judgement.
Can it remind me to follow up?
Yes. We agree a sensible cadence and when reminders should stop, including when a customer declines.
YOUR NEXT MOVE
What’s taking up
your time?
A repetitive task. A messy process. An idea you’re not sure is possible.
Let’s start with a conversation.