The scope is already in the conversation. This turns your call notes into a quote, using your own template and prices. It's how our own proposals get written. It only uses prices you've approved. Blank stays blank.
You're helping me write a quote. Below are (1) my notes from a sales call and (2) my last good quote, which shows my format and my prices. Draft a new quote in exactly the same format. Rules: - Use only prices that appear in my last quote or my price list. - If a line item needs a price I haven't given you, leave it blank and write [PRICE NEEDED]. - Don't add anything the customer didn't ask for. - At the end, list anything from the call you weren't sure how to price or include. CALL NOTES: [paste here] MY LAST GOOD QUOTE: [paste here]
Check every number before it goes out. The customer feels this step, so a person always sends the quote.
The version that runs by itself starts from the call recording, drafts the quote in your system from your price book, and puts it in front of you to check and send the same day. See systems we've built.
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Every new email gets read and labeled, and the few that need you rise to the top. It never sends a thing. Nick runs this on his own inbox five times a day.
Get the prompt → Build 3 of 6AdminConfident calls get filed. Everything else goes to an "unsure" pile for a person to look at.
Get the prompt → Build 4 of 6Get attentionIt's how we post. One recording becomes a week of posts in our own words, and a person approves every one.
Get the prompt → Build 5 of 6Get attentionIn a relationship town, the note that mentions what you actually talked about is the one people remember.
Get the prompt → Build 6 of 6DeliverCustomers who hear from you every week don't call to ask where things stand.
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