Quote Follow-Up Tracker + 12 Follow-Up Message Scripts for Trades

Track every quote you've sent and see who to chase today, with 12 ready-to-send follow-up messages for text, WhatsApp and email.

Plenty of quotes that go quiet weren't a no. The customer just got busy. This tracker tells you who to chase and when, and the scripts give you the words.

WHAT'S INSIDE

• Quotes tab: add each quote once. Chase dates are set for you at about day 3, 8, 16 and 30 (you can change them)

• Due and overdue chases turn orange. Mark Won or Lost and chasing stops

• Dashboard: who to chase today, open quotes and their value, wins, losses, win rate and average quote value

• 12 short, friendly follow-up messages for text, WhatsApp and email (PDF and editable Word file), from the first nudge to staying friendly after a no

• You send every message yourself. Nothing goes out automatically

HOW IT WORKS

• Instant digital download. Nothing is posted.

• Opens in Microsoft Excel, Google Sheets (upload to Drive, then open with Google Sheets) and LibreOffice.

• Start on the "Start Here" tab. Cream cells are for your details; everything else works itself out.

PLEASE NOTE

• Personal licence: use it in your own business. Please don't resell or share the file.

• A business tool, not tax, legal or accounting advice.

• Digital downloads can't be returned, but if something doesn't work, message us and we'll put it right.