Protect the momentum from the site visit
A customer who has made time for a site visit or scope conversation is already engaged. The period between that conversation and the estimate arriving is where momentum can fade.
Make the estimate easy to act on
A customer-facing quote should make the scope, important assumptions, price, timing, and next action understandable. Internal detail can remain detailed, but the decision should not feel like a puzzle.
Give every sent quote a next action
A sent folder is not a workflow. The team needs to see whether the estimate is awaiting review, needs a clarification, requires a revision, is ready for agreement, or is no longer active.
Follow up with a purpose
A useful follow-up might explain an option, answer a question raised during the visit, confirm a scheduling detail, or set out the agreement step. It should give the customer a reason to reply.
Want help with this?
See the CSS workflow for this part of the job.
See the contractor estimate and quote workflow