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How to Write the Perfect Quote

You work hard to generate leads. Whether potential customers contact you by phone, through websites like Angie’s List, or through a customer referral, when you are talking to a lead you want to make sure you get the job!

Sometimes customers don’t need a quote and are ready to put you to work. But other times, you may be competing against 2 or 3 other service companies to land a job. In cases when you’re competing against other companies for business you’ll want to set yourself apart. There are a few things you can do when providing quotes for customers to make sure your business stands out and you land more business.

Email your Quotes

If a customer phones you asking for a price, don’t stop at just providing the price over the phone. Of course, this is a necessary step and a great start, but take your quotes one step further.

Collect the customer’s contact information in a CRM and then offer to email the quote so they have a record of the quote in their email inbox. Emailing your quote will showcase your professionalism, your dedication to customer service, and will help you stand out from the competition.

By collecting customer information and emailing quotes, you’re also able to easily follow up with your customer, which is a great way to win more jobs.

Writing the Quote

So we know that we should email quotes to our clients, but what do we include in the quote? Writing quotes doesn’t have to be complicated; however, there are a few things you want to make sure you include:

1. Company Name

This one seems obvious, but it’s important. For your company to stand out, your customers need to be aware of your company. Make sure that you include your company name and, if possible, include your company logo on your quotes.

2. Contact Information

Make sure that your contact information is clear and easy to find. For your customer to take action on the quote, they need to be able to contact you.

3. Include Line Items

A good quote will help your customers understand what you are providing and what they are getting. Customers want to know what they are paying for, so list out each product and service with the associated price.

4. Notes

Not all quotes are the same. If the quote is valid only for a certain amount of time, or there are special details that your customer needs to know, be sure to include this information in the quote so there is no confusion.

Get to Work

Once your new client accepts the quote, it’s time to roll up your sleeves and get to work.

One of the great things about a well-written quote is that you and your client know exactly what the job entails. Use your quote as the base for any work order you need to provide to employees in the field so they have the information they need to get the job done.

A detailed quote and quoting process will help you land more business and work more efficiently. Do you have any other quoting best practices? Leave them in the comments below!

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