Home › Forums › Money matters › I think I’m making a mess of quoting / estimates for new clients. Please helP! › Reply To: I think I’m making a mess of quoting / estimates for new clients. Please helP!
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It is great to have you!
I had this exact issue and did a similar search but didn’t find a product that met my needs either.
In the end, I developed my own “system” that incorporates a template approach with a few twists.
First of all, you can try to assemble a few templates that will meet recurring themes in your business.
Eg, insert what is typical in one day of work, 2 days of work, 3 days of work.
In red writing I put in custom spaces and I am either ready to write to them or just delete them completely if not needed.
Eg, I might say soemthing like:
“It is clear that your current service provider has made promises to you they have not kept. My inspection revealed the following deficiencies:
- Common Problem 1
- Common Problem 2
- Common Problem 3
- Common Problem 4
We promise to address these issues now and in future. We want you to hold us to our promises…..
I have a series of these template components that I can insert small pieces of text or delete the whole section or part of the section quickly.
I leave these sections in red to remind me to address them.
I hope this gives you an idea around different ways to tackle the problem.
Thanks Paul – I really appreciate your getting back to me. I have actually tried something similar to this previously and I’m really hoping for something more sophisticated/permanent and scalable if I can find something. I do really appreciate your help though.