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The Key to Perfecting Your Quotes

  • By Cindy Drake
  • 02 Aug, 2017

The Key to Perfecting Your Quotes

writing the perfect quote
Quotes are such a crucial part of your business.
 
They are the key to winning you
more work, meaning new sales,
leading to more cash in your pocket.
 
But getting your quotes just right can be tricky.
 
A QUOTE NEEDS TO
• Return a profit on your efforts
• Accurately describe your offer
• Explain your costs
• Explain the terms and conditions
 
We’ve broken down the steps to make them
simple, effective & powerful and to take off
the added stress when it comes to quoting.

take the stress away from quoting

Before You Quote

See if you can research your client online
to really grasp what their needs are.
 
UNDERSTAND YOUR STRATEGY

Are you trying to win a
new life-long customer?
Reduce your profit to win the
first job to prove your service.
 
Randomly applying for new work?
Be smart, not just competitive in the market.
 
Make sure your approach to writing
the quote is simple but professional.

Ask Yourself These Before Quoting

Am I able to complete the job?
 
Can I provide the services,
products and/or quantities
within the time limit?
 
Am I able to charge a practical
amount for my client and still
make a profit?
 
Am I able to charge a
competitive price?
 
Are you certain you can
satisfy your customer?

reflect on the quote before you send it

Tips For Quoting

Take thought out steps, arrive
at a price that wins you work
over your competitors.
 
Allow yourself a profitable return
on your investment in the job.
 
Clearly and accurately describe
each component of the job.
 
Make sure to individually write
resources and materials needed.
 
Detail the costs and taxes clearly.
 
Provide all the terms and conditions
in detail and accuracy.
 
Ensure it’s simple, professional
and polished.
 
Don’t neglect the hidden costs!

don't be shy about following up on your quotes

Following Up

MAKE SURE YOU FOLLOW IT UP
Don't be shy of following up your
quotes to ensure they received it
and start nurturing the relationship.  

QUOTE'S NOT ACCEPTED
Ask Why! This is a great learning
opportunity to find out how to
improve your quote for the next time.
 
CONFIRM THE QUOTE
Once your quote is accepted by the
client, make sure to get a written
confirmation before you begin
 the work.

REVISE THE QUOTE
If your client decides to change
the job, create a revised quote
and ask for another confirmation.

confirm the quote, or revise if needed

As a small business coach, having enough 

cash in your bank is one of the biggest problems 

I see holding businesses back from success.

 

I’m giving you my easy-to-follow tips on 

not only getting, but maintaining a positive 

cash flow in my free cash flow checklist.

 

Just click here and my 

cash flow checklist is all yours!


By Cindy Drake 04 Feb, 2019
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Today we're running through how to create more time in your day.
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Today we've done all the thinking for you.


We've broken down all the important qualities of a 

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By Cindy Drake 16 Jul, 2018
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Putting your all into a project for your client
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The problem with this mindset is that you
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when you’re running your small business.
 
We’ve gathered some quick tips and
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By Cindy Drake 04 Sep, 2017

Unfortunately, no matter what you do, 

you can’t satisfy absolutely everyone .

 

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By Cindy Drake 02 Aug, 2017
Quotes are such a crucial part of your business.
 
They are the key to winning you
more work, meaning new sales,
leading to more cash in your pocket.
 
But getting your quotes just right  can be tricky.
 
A QUOTE NEEDS TO
• Return a profit on your efforts
• Accurately describe your offer
• Explain your costs
• Explain the terms and conditions
 
We’ve broken down the steps to make them
simple, effective & powerful and to take off
the added stress when it comes to quoting.
By Cindy Drake 21 Jun, 2017

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ruining your quality of life?

 

Are you not bringing in enough money to be able to 

make the changes  you really want to in your business?

 

Without a positive cash flow your business will be 

forced to slow down progress and even eventually close .

 

Up to 50% of business owners identified that cash 

flow is the biggest issue they find in their business.

 

And up to 80% of failed Australian businesses 

are caused by cash flow issues.

By Cindy Drake 21 Jun, 2017
When you have a busy schedule, getting a good night's
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With a few minor changes, you can assure yourself
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