A quote is the start of a conversation, not the end.
Track each quote
- The client and what was quoted.
- The amount and the date sent.
- The next follow-up date.
- Won, lost, and why.
Learn from it
Your win rate and the reasons you lose show where to adjust price or scope.
Our quote follow-up tracker shows open quotes and your win rate.
General information, not legal, tax or financial advice.
This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.
