A FICTIONAL WORKED EXAMPLE
A weekly review starts with what the customer actually said.
These are invented scenarios to show the work. They are not customer records, testimonials or revenue results.
Download the free working template01 · ANSWER BEFORE FOLLOWING UP
Known: The customer asked whether inside windows were included. No answer is recorded.
Next action: Confirm the scope internally, then answer the question.
“Thanks for asking about the inside windows. I’m checking the quoted scope and will confirm what is included before we discuss the next step.”
The account manager checks the draft and decides when to send it. No price or scope is invented.
02 · RESPECT THE AGREED DATE
Known: The customer said their team would review the proposal next Thursday.
Next action: Assign an owner and set a review for after that date. Check for a reply first.
Current draft: None. Another reminder before the agreed review may add noise.
A dated next action can be more useful than another email.
03 · CLOSE THE RECORD
Known: The customer selected another provider and asked not to receive further follow-up.
Next action: Record the decline, suppress further outreach and close the quote.
Current draft: None.
A declined quote is not an excuse to start another sequence.
YOUR PROCESS, REVIEWED
For the free review, tell us how you track open quotes, roughly how many there are, and where the process becomes difficult. We’ll suggest a next step using a fictional or redacted example. No purchase is required.
Request my free process reviewIf it is useful, the optional $499 pilot covers a baseline and four weekly reviews of up to 25 open quotes. Scope is agreed before payment.