Do you also get nervous when a quote request sits in the inbox too long, knowing the client might move on and the order will not be in your books?
This week’s action step: Set up your 24-Hour Quote Rule.
The rule
An automated email informs the client what information is needed to prepare a reliable quote within 24 hours.
Every request is acknowledged in person from your team within one hour.
When everything is provided, the quoting team confirms by email that the quote will be ready within 24 hours.
If information is missing, the team reaches out quickly to fill the gaps.
If the request is unclear, the client hears back as soon as possible, not days later.
How to set it up in one hour
Write a Standard Operating Procedure (SOP) that explains the steps above.
Add a checklist: Request received, Information complete, Confirmation sent, Quote prepared, Quote delivered.
Use automation so the quoting team is notified for each incoming request.
Create a shared quote template that anyone in the team can use.
Document the workflow so future team members can set it up without you.
Delegate tasks to complete the template and automations if needed.
Your action for today
Book one hour next week to map your quoting process and build your first version of the 24-Hour Quote Rule.
Space To Focus is here to give you back your time so you can lead, grow, and enjoy your business. Share your wins and challenges with me, and I will be with you each step toward making your business future and exit ready.
To your success,
Jennifer
Structure That Gives You Space to Focus