Quoting Workflow Audit

Scope

We review your quote templates, enquiry log (whatever form it takes), follow-up habits, and handoff from sales to scheduling. The output is a checklist your office can tape inside the quote folder — literal folder or digital.

Deliverables

• Enquiry-to-quote flow diagram
• Quote template markup suggestions (wording, line items, expiry dates)
• Follow-up schedule recommendation (day 1, day 3, day 7)
• List of information field crews need before arriving on site

Ideal fit

Businesses doing ten or more quotes per week who suspect they are winning fewer jobs than they should, or spending too long re-typing the same scope details.