Capture and assign
Agree on the required inquiry information, an owner, and an initial response process. Keep a record that the next person can find.
SALES & FOLLOW-UP
Give every opportunity a clear next step.
An inquiry, a quote, and a reminder should stay connected. We help your team see what is open, who owns it, and what needs to happen next.
WHEN THIS FITS
Your team is busy. Follow-up is inconsistent.
This is a useful starting point when inquiries arrive through several channels, quotes wait in individual inboxes, or owners have to ask the team for updates. It is particularly relevant to service and project businesses where a sale needs an estimate, a conversation, and a delivery handoff.
We start by walking through recent inquiries and quotes. The goal is to locate a specific break in the sales process, rather than assume that every unanswered quote was recoverable revenue.
A PRACTICAL IMPLEMENTATION
Make the next action visible.
Follow up consistently
Define quote stages, due dates, reminder rules, and when a person needs to decide. Stop reminders when the status changes.
Hand over the promise
Pass the accepted scope, customer requirements, timing, and open decisions to the delivery team.
CHECK THE RESULT
Measure the process and the commercial outcome.
| Measure | Question it answers |
|---|---|
| Time to first response | Are inquiries reaching the right person quickly? |
| Open quotes with a next action | Does the team know what to do next? |
| Overdue follow-ups | Is the agreed routine actually happening? |
| Accepted quotes and job contribution | Are we winning work the business can deliver profitably? |
Use comparable periods and note changes in lead source, job size, and capacity. Faster follow-up alone does not establish why a sale was won.
Connect quote management with project profitabilityBEFORE WE START
Questions worth asking.
Will this work with our existing tools?
We review the tools you use and their integration limits before choosing an approach. The first change may be a clearer process, a shared register, or a scoped connection between existing systems.
Will messages go out automatically?
Message content, permitted actions, exceptions, and approval rules are agreed before implementation. Pricing promises and unusual customer requests need clear responsibility.
How is the project priced?
We agree on the channels, workflow, deliverables, timing, fee, and third-party costs in writing. Continuing support is a separate decision, with its own scope.
What do we receive at handover?
The agreed process, configured tools or workflow, documented ownership and exception rules, a team walkthrough, and the measures used to check the implementation.