Quote Rescue Kit

Stop warm quotes slipping through the cracks

A simple 15-minute quote follow-up system for solo tradies and service businesses.

If your quotes live across texts, emails, notes, memory, and “I’ll chase that tomorrow”, it’s easy for warm leads to disappear.

Quote Rescue Kit gives you a practical no-CRM system for seeing every open quote, knowing who needs a follow-up, and sending a clear message without staring at a blank screen.

Instant digital download. Works with Excel, Google Sheets, or Numbers. No CRM subscription required.

What you’ll be able to do

• Set up a simple quote tracker in about 15 minutes

• Add your open quotes from the last 30 days

• See which leads are warm, stalled, won, lost, or need attention

• Send better follow-ups using copy/paste SMS and email scripts

• Use the included AI prompt to customise messages for your trade and tone

• Review your quote pipeline once a week so fewer leads get forgotten

What’s included

• 00-START-HERE PDF — open this first so you know exactly what to use.

• Lead & Quote Tracker XLSX + CSV — import into Google Sheets, Excel, or Numbers and track every open quote.

• Tracker Status + Priority Guide — know what each status means and what to do next.

• Google Sheets Setup Guide — add dropdowns, colours, and a simple follow-up view.

• 12 Follow-Up Scripts — SMS and email versions for common quote follow-up situations.

• AI Customisation Prompt — paste into ChatGPT or Claude to rewrite follow-ups for your trade, tone, customer, and job type.

• Weekly Review Checklist — a simple habit for reviewing open quotes and choosing next actions.

• 15-Minute Setup Guide — step-by-step instructions to get the system running quickly.

• Bonus Trade Examples — examples for different local service businesses.

How it works

1. Download the ZIP and open 00-START-HERE.pdf.

2. Open the 15-minute setup guide.

3. Open the XLSX tracker in Excel, Numbers, or Google Sheets.

4. Add your open quotes from the last 30 days.

5. Pick the right SMS/email follow-up script.

6. Use the AI prompt if you want to customise the message.

7. Review the tracker once a week so fewer warm quotes get missed.

Who this is for

• Solo tradies or owner-operator service businesses

• Businesses that send quotes manually by SMS or email

• People who do not want a full CRM yet

• People who want practical copy/paste help, not another software project

Who this is not for

• Businesses already using a CRM pipeline properly

• People wanting automatic SMS/email sequences out of the box

• Anyone needing legal, compliance, or industry-specific advice

• Anyone expecting a template to guarantee extra revenue

FAQ

Do I need a CRM?

No. The tracker works in Google Sheets, Excel, or Numbers.

Will this send follow-ups automatically?

No. This version is a manual follow-up system with a tracker, scripts, and AI prompt.

Can I edit the scripts?

Yes. You can copy/paste them as-is or use the included AI prompt to customise them.

Is this only for tradies?

It is written for tradies and local service businesses, but any small business that sends manual quotes can adapt it.

Does this guarantee more jobs?

No. It helps you follow up more consistently and professionally, but results depend on your quotes, customers, timing, market, and execution.