One-Page Quote Checklist
Write the quote like you’re still in the room. Print it (Ctrl/Cmd + P) or copy it for your team. From SB Help Group.
1. Before it goes out: every quote has
- Scope in plain English (could the customer read it out loud and have it make sense?)
- What’s NOT included (permits, repairs, extras)
- Two or three honest options (each one you’d actually recommend)
- An expiry date (“Good through ”)
- One clear next step (“Reply YES or call me at ”)
- Your name, direct number and one line on why you
2. The walk-through call (within the same day)
Walk-through scriptSame dayHi [Name], it’s [Your name] with [Company]. I just sent your quote over. Got a minute? I want to walk you through the options so you’re not guessing.
- Explain each option in one sentence
- Ask: “What questions do you have?” and “Which one feels closest?”
- No answer: short voicemail, a text only if they agreed to texts, and a task to try again
3. Tracking fields (every quote)
| Contact | Date sent | Options + amounts | Expires | Walk-through done? | What they said | Next step | Owner |
|---|---|---|---|---|---|---|---|
4. Monthly look-back
- Which option gets picked most?
- Which kinds of jobs stall after the quote?
- How many quotes expired with no answer?
- One change to make next month:
Genesis from $49.99/mo with unlimited contacts. Want to see how this fits your business? Book a walkthrough, or read Write Quotes People Say Yes To: What Every Small Business Quote Needs.
— Dan Hanna, founder, SB Help Group