GREYCLIFF — OPEN QUOTE REVIEW
Free working template. No signup required.

Review date:
Person reviewing:

For each undecided quote, record:
1. Internal reference — use a label, not customer personal information.
2. Service and scope sent.
3. Date the quote was sent.
4. Last contact and the actual reply, if any.
5. Agreed decision date or next step — leave unknown if not agreed.
6. Question or obstacle that must be resolved.
7. One person responsible for the next action.
8. Proposed next action and date.
9. Outcome: open / waiting for our answer / waiting for customer / won / declined / closed.

REVIEW RULES
- Answer an outstanding customer question before sending another reminder.
- Use dates and commitments actually agreed with the customer.
- A lack of reply does not establish buying intent or a lost sale.
- Stop on a decline or request not to contact them.
- Pricing, promises and sending stay with your team.
- Check whether your current CRM already handles this adequately.

FICTIONAL EXAMPLE
Reference: Office-A
Service: Weekly office cleaning
Quote sent: 4 September
Last contact: 8 September; customer asked whether inside windows were included
Decision date: Not agreed
Obstacle: Scope question unanswered
Owner: Assigned account manager
Next action: Confirm scope internally, then answer the question
Draft: Thanks for asking about the inside windows. I am checking the quoted scope and will confirm what is included before we discuss the next step.
Outcome: Waiting for our answer

Need help putting this routine in place?
Greycliff offers a free process review before any paid pilot.
https://greycliff.tech/
hello@greycliff.tech

Do not send customer names, email addresses, phone numbers or quote documents through the public inquiry form. Use fictional or redacted examples for the initial review.