Routine Spark Quote Rescue Kit

QUOTE RESCUE KIT

Stop losing track of quotes. Follow up with confidence.

When you’re busy on the tools, it’s easy for a quote to slip out of sight. The Routine Spark Quote Rescue Kit gives you one practical place to organise customer quotes, track potential jobs and spot the follow-up that needs attention next.

A CLEAR VIEW OF YOUR QUOTE PIPELINE

Keep customer and job details together, record quote values, and update each opportunity as it moves from quoted to won, lost or still open. See potential work at a glance and identify follow-ups that are due or overdue.

WHAT YOU’LL RECEIVE

• Excel workbook with four tabs: Start Here, Quote Tracker, Quick Dashboard and Follow-up Messages.

• Quote Tracker to record customers, jobs, quote values, statuses and follow-up dates.

• Quick Dashboard to see open quotes, follow-ups due and the value of potential work.

• Five ready-made customer follow-up message templates for you to personalise.

• Built-in getting-started instructions in the Start Here tab.

• Separate two-page Quick Start PDF guide.

Automatic quote and follow-up calculations help keep the workbook’s figures up to date as you enter and update your quote information.

A SIMPLE ROUTINE TO STAY ON TOP OF QUOTES

1. Add a quote when you send it.

2. Set its status and next follow-up date.

3. After contacting the customer, update the last-contacted date and plan the next step.

4. Check the Quick Dashboard to see open opportunities and follow-ups due.

5. Update the status when the customer makes a decision.

MADE FOR UK TRADESPEOPLE

A straightforward workbook for keeping the sales pipeline visible and customer follow-ups organised, without adding another complicated system to your day.

PLEASE NOTE

The follow-up messages are templates. They do not automatically send emails or WhatsApp messages; you personalise and send them yourself.

DIGITAL DOWNLOAD • £19.99 ONE-OFF PAYMENT