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How do I keep the open quotes log?

Track every quote's follow-ups so none go quiet.

Narrated video with captions, 32 s. Made with a fictional company, Brightline Heating & Air (sample · fictional business). Read the transcript · Download the step-by-step PDF

Step by step

  1. Step 1: With the Kit, the open quotes log is how you keep follow-ups on track. It's the last page of the follow-up playbook.

    With the Kit, the open quotes log is how you keep follow-ups on track. It's the last page of the follow-up playbook.

  2. Step 2: Add one row for every quote you send, with the date you sent it. Tick off each follow-up as it goes out on day two, day five and day ten.

    Add one row for every quote you send, with the date you sent it. Tick off each follow-up as it goes out on day two, day five and day ten.

  3. Step 3: Stop as soon as the customer replies, whether they accept, decline or ask a question, and write the outcome in the last column.

    Stop as soon as the customer replies, whether they accept, decline or ask a question, and write the outcome in the last column.

  4. Step 4: Log every message, so two people on your team never send the same one.

    Log every message, so two people on your team never send the same one.

Get the Quote & Follow-Up Assistant

Quotes drafted from your notes, and unsigned quotes followed up. Every Kit and Install comes with these videos, and an Install adds a walkthrough made from your own setup.

See the Quote & Follow-Up AssistantAll guides